Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: CTA
- CUSIP Number: 82889n699
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Simplify Exchange Traded Fun stock
Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Orion Portfolio Solutions | 520k | $13M | -10% | Mar 2024 |
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| Clear Creek Financial Management | 375k | $9.4M | 26% | Mar 2024 |
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| LPL Financial | 333k | $8.3M | 919% | Mar 2024 |
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| Peak Financial Advisors | 273k | $6.8M | 23% | Mar 2024 |
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| Miracle Mile Advisors | 164k | $4.1M | -4% | Mar 2024 |
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| Simplify Asset Management | 129k | $3.2M | -16% | Mar 2024 |
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| Financial Enhancement | 98k | $2.6M | 6% | Mar 2024 |
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| Envestnet Asset Management | 86k | $2.1M | -44% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 67k | $1.7M | 100% | Mar 2024 |
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| Wealthsource Partners | 59k | $1.4M | -15% | Dec 2023 |
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| Cambria Investment Management | 43k | $1.1M | -5% | Mar 2024 |
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| Aries Wealth Management | 39k | $983k | 0% | Mar 2024 |
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| New York Life Investment Management | 36k | $899k | 100% | Mar 2024 |
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| FMA Wealth Management | 29k | $718k | 97% | Mar 2024 |
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| Nwam | 26k | $711k | 100% | Mar 2024 |
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| CSS | 25k | $617k | 94% | Mar 2024 |
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| H D Vest Advisory Services | 25k | $610k | -33% | Mar 2024 |
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| Private Advisor | 23k | $563k | -63% | Mar 2024 |
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| Moors & Cabot | 19k | $475k | -53% | Mar 2024 |
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| Cambridge Advisors | 18k | $458k | 4% | Mar 2024 |
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| Branch Banking & Trust Company | 17k | $425k | 5% | Mar 2024 |
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| Fermata Advisors | 15k | $368k | -1% | Mar 2024 |
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| Lincoln National | 15k | $0 | 100% | Mar 2024 |
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| Wealthcare Advisory Partners | 14k | $359k | 18% | Mar 2024 |
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| National Bank Of Canada /fi/ | 12k | $285k | 20% | Dec 2023 |
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| Brighton Jones | 11k | $278k | 100% | Mar 2024 |
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| We Are One Seven | 11k | $251k | 11% | Dec 2023 |
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| Ironsides Asset Advisors | 11k | $264k | 13% | Mar 2024 |
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| Commonwealth Equity Services | 8.4k | $210k | -2% | Mar 2024 |
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| CWM | 5.9k | $148k | -8% | Mar 2024 |
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| Advisor Group Holdings | 2.8k | $70k | 100% | Mar 2024 |
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| Continuum Advisory | 2.6k | $70k | 100% | Mar 2024 |
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| Sunbelt Securities | 1.9k | $48k | 0% | Mar 2024 |
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| Bank of America Corporation | 1.0k | $26k | 100% | Mar 2024 |
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| Morgan Stanley | 984.00 | $26k | 100% | Mar 2024 |
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| Brian McDonald | 926.00 | $23k | 0% | Mar 2024 |
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| UBS Group | 700.00 | $18k | -88% | Mar 2024 |
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| Solstein Capital | 680.00 | $17k | 0% | Mar 2024 |
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| Geneos Wealth Management | 500.00 | $13k | 0% | Mar 2024 |
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| Hobbs Group Advisors | 448.00 | $11k | 100% | Dec 2023 |
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| Deane Retirement Strategies | 430.00 | $11k | 100% | Mar 2024 |
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| Qube Research & Technologies | 370.00 | $9.2k | -84% | Mar 2024 |
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| IFP Advisors | 135.00 | $3.2k | -40% | Dec 2023 |
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| Able Wealth Management | 117.00 | $2.8k | 100% | Dec 2023 |
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| MV Capital Management | 101.00 | $2.5k | 100% | Mar 2024 |
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| Harbour Investments | 94.00 | $2.2k | 100% | Dec 2023 |
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| Principal Securities | 91.00 | $2.3k | 0% | Mar 2024 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| ORG Partners | Dec 2023 | 66k | $1.6M |
| Jane Street | Dec 2023 | 55k | $1.3M |
| Royal Bank of Canada | Dec 2023 | 35k | $820k |
| Oakmont Partners | Dec 2023 | 18k | $431k |
| Kestra Advisory Services | Sep 2023 | 8.9k | $245k |
| Atticus Wealth Management | Dec 2023 | 508.00 | $12k |