# SIMPLIFY EXCHANGE TRADED FUN (CTA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CTA/

- Reporting holders: 12
- Reported value: $24.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Longview Financial Advisors, Inc.](https://holderbook.com/funds/1786915-longview-financial-advisors-inc/) | $7.0M | 243,004 | 4.0% | 12 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $5.1M | 177,270 | 1.4% | 2 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $2.8M | 96,910 | 2.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.6M | 91,565 | 0.0% | 9 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $2.0M | 69,306 | 0.2% | 4 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $1.1M | 39,743 | 0.5% | 1 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $960.3K | 33,298 | 0.2% | 8 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $860.4K | 29,896 | 0.1% | 3 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $690.0K | 23,925 | 0.5% | 5 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $569.1K | 19,732 | 0.1% | 6 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $288.4K | 10,000 | 0.0% | 3 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $205.5K | 7,124 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $24.3M |
| Q2 2026 | 249 | $1.1B |
| Q1 2026 | 237 | $1.1B |
| Q4 2025 | 209 | $838.2M |
| Q3 2025 | 195 | $785.0M |
| Q2 2025 | 192 | $640.5M |
| Q1 2025 | 166 | $546.4M |
| Q4 2024 | 110 | $252.3M |
| Q3 2024 | 87 | $151.6M |
| Q2 2024 | 58 | $90.2M |
| Q1 2024 | 50 | $80.6M |
| Q4 2023 | 45 | $73.8M |