Simplify Exchange Traded Funds - CTA

Sector: Funds · Industry: Investment Company
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$1.038B
QoQ value delta ($000)
+$181K (+0.02%)
Implied price effect (QoQ)
+0.06%
Shares
Total shares
40,842,548
QoQ shares delta
-16,577 (-0.04%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 2 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
BANK OF AMERICA CORP /DE/ 134,139 5,171,126 0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 75,440 3,099,211 0.13%
CITIGROUP INC 55,023 2,121,200 0.02%
Boothe Investment Group, Inc. 45,186 1,741,958 14.24%
LPL Financial LLC 38,275 1,475,530 0.01%
ENVESTNET ASSET MANAGEMENT INC 30,102 1,160,469 0.01%
AE Wealth Management LLC 25,972 1,001,267 0.12%
Independence Wealth Advisors, LLC 25,261 973,762 12.67%
IAG Wealth Partners, LLC 21,297 821,040 2.11%
UBS Group AG 20,875 804,759 0.0%
ASSETMARK, INC 16,103 620,809 0.03%
Deane Retirement Strategies, Inc. 15,505 597,723 6.56%
HighTower Advisors, LLC 13,967 538,438 0.01%
ABBINGTON INVESTMENT GROUP 13,937 537,313 8.87%
Beacon Capital Management, Inc. 13,710 528,537 0.83%
Pasadena Private Wealth, LLC 13,299 512,694 1.69%
Altiora Financial Group, LLC 13,058 503,393 2.06%
Fielder Capital Group LLC 12,623 486,636 2.73%
Compound Planning, Inc. 12,015 463,212 0.31%
TRUIST FINANCIAL CORP 11,820 455,688 0.01%
&PARTNERS 11,467 447,318 0.05%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 11,265 434,277 0.08%
PEAK FINANCIAL ADVISORS LLC 11,091 427,579 4.59%
OmniStar Financial Group, Inc. 11,000 424,076 5.07%
Orion Porfolio Solutions, LLC 10,851 418,318 0.08%