Simplify Exchange Traded Funds - CTAP
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MATHER GROUP, LLC. | History | New | 307,750 | 8,242 | 0.08% | — | 1 | +307,750 | New | Q1 2026 | Apr 13, 2026 |
| Professional Financial Advisors, LLC | History | New | 76,807 | 2,057 | 0.42% | — | 2 | +76,807 | New | Q1 2026 | Apr 13, 2026 |
| Deane Retirement Strategies, Inc. | History | New | 149 | 3 | 0.0% | — | 3 | +149 | New | Q1 2026 | Apr 07, 2026 |
| Simplify Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -100,000 | -100.0% | Q4 2025 | Feb 09, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,211 | -100.0% | Q4 2025 | Feb 12, 2026 |