Simplify Exchange Traded Funds - CTAP

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
CWM, LLC History New 3,369,085 90,232 0.24% — 1 +3,369,085 New Q1 2026 May 14, 2026
MATHER GROUP, LLC. History New 307,750 8,242 0.08% — 2 +307,750 New Q1 2026 Apr 13, 2026
Simplify Asset Management Inc. History No change 100,000 2,678 0.04% 0.04% 3 0 0.0% Q1 2026 Apr 27, 2026
Professional Financial Advisors, LLC History New 76,807 2,057 0.42% — 4 +76,807 New Q1 2026 Apr 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 74,002 1,981 0.0% — 5 +74,002 New Q1 2026 Apr 27, 2026
WEDBUSH SECURITIES INC History Added to 41,240 1,105 0.03% 0.01% 6 +32,029 347.73% Q1 2026 Apr 21, 2026
Pekin Hardy Strauss, Inc. History New 21,370 572 0.06% — 7 +21,370 New Q1 2026 May 06, 2026
Triton Wealth Management, PLLC History New 18,493 491 0.18% — 8 +18,493 New Q1 2026 May 01, 2026
Magnolia Private Wealth, LLC History New 15,603 417 0.28% — 9 +15,603 New Q1 2026 Apr 21, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 956 25 0.0% — 10 +956 New Q1 2026 May 08, 2026
AE Wealth Management LLC History New 155 4 0.0% — 11 +155 New Q1 2026 May 13, 2026
Deane Retirement Strategies, Inc. History New 149 3 0.0% — 13 +149 New Q1 2026 Apr 07, 2026
JPMORGAN CHASE & CO History New 145 3 0.0% — 12 +145 New Q1 2026 May 13, 2026