SIMPLIFY EXCHANGE TRADED FUN (CTAP)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
17
Reporting holders
$42.4M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MATHER GROUP, LLC. | $15.4M | 583,086 | 0.13% | 2q | +89.5%+$7.3M |
| MML INVESTORS SERVICES, LLC | $7.3M | 274,867 | 0.01% | new | NEW |
| Tactive Advisors, LLC | $2.9M | 109,411 | 0.71% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $2.8M | 105,028 | 0.00% | new | NEW |
| Simplify Asset Management Inc. | $2.6M | 100,000 | 0.04% | 3q | HELD |
| Kensington Asset Management, LLC | $2.6M | 100,000 | 0.14% | new | NEW |
| Professional Financial Advisors, LLC | $2.3M | 87,942 | 0.40% | 2q | +14.5%+$294.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 78,163 | 0.00% | 2q | +5.6%+$109.9K |
| Kestra Advisory Services, LLC | $1.7M | 64,469 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $802.3K | 30,561 | 0.00% | 2q | +20976.6%+$798.5K |
| Pekin Hardy Strauss, Inc. | $701.9K | 26,576 | 0.06% | 2q | +24.4%+$137.5K |
| Triton Wealth Management, PLLC | $482.0K | 18,126 | 0.15% | 2q | -2.0%-$9.8K |
| Magnolia Private Wealth, LLC | $447.3K | 16,938 | 0.25% | 2q | +8.6%+$35.3K |
| Chicago Partners Investment Group LLC | $203.9K | 7,159 | 0.00% | new | NEW |
| Reyes Financial Architecture, Inc. | $23.1K | 874 | 0.01% | new | NEW |
| Caitlin John, LLC | $8.9K | 337 | 0.00% | new | NEW |
| Deane Retirement Strategies, Inc. | $3.9K | 149 | 0.00% | 2q | HELD |
| WEDBUSH SECURITIES INC | $2.0K | 77,078 | 0.05% | 3q | +86.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 17 | $42.4M | 1,603,686 | 8 | 6 | 1 | 0.0% |
| Q1 2026 | 12 | $106.7M | 3,984,515 | 11 | 0 | 0 | 0.0% |
| Q4 2025 | 2 | $2.6M | 109,211 | 2 | 0 | 0 | 0.0% |