Simplify Exchange Traded Funds - CTA

Sector: Funds · Industry: Investment Company

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$837.3M

QoQ value delta ($000)

+$70.35M (+9.17%)

Implied price effect (QoQ)

-2.39%

Total shares

30,648,923

QoQ shares delta

+3,246,049 (+11.85%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	80,161	2,892,787	0.11%
CWM, LLC	80,139	2,939,794	0.22%
Boothe Investment Group, Inc.	47,119	1,728,504	16.86%
LPL Financial LLC	29,232	1,072,343	0.01%
BANK OF AMERICA CORP /DE/	27,874	1,022,524	0.0%
AE Wealth Management LLC	26,647	977,534	0.15%
Independence Wealth Advisors, LLC	24,262	890,051	13.65%
IAG Wealth Partners, LLC	22,134	811,968	2.56%
Altiora Financial Group, LLC	18,113	664,457	3.12%
PEAK FINANCIAL ADVISORS LLC	15,897	583,181	7.14%
ASSETMARK, INC	15,373	563,943	0.03%
HighTower Advisors, LLC	14,411	528,675	0.02%
Orion Porfolio Solutions, LLC	14,267	523,385	0.1%
ENVESTNET ASSET MANAGEMENT INC	13,714	503,099	0.0%
&PARTNERS	12,889	472,825	0.07%
ABBINGTON INVESTMENT GROUP	12,591	461,889	8.6%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	11,727	430,212	0.1%
Fielder Capital Group LLC	11,387	417,734	2.42%
Ferguson Shapiro LLC	10,505	385,371	3.23%
OmniStar Financial Group, Inc.	10,277	377,029	6.02%
Compound Planning, Inc.	10,118	371,201	0.3%
TRUIST FINANCIAL CORP	10,108	370,812	0.01%
Clark Capital Management Group, Inc.	9,189	337,101	0.06%
RAYMOND JAMES FINANCIAL INC	9,143	335,435	0.0%
Elevated Capital Advisors, LLC	9,053	332,121	2.11%