Who Owns SIMPLIFY (CTA)? -- Institutional Holders (2026-06-30)

281 institutions reported holding $1.04B of SIMPLIFY (CTA) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($134.1M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($75.4M), CITIGROUP INC ($55.0M), Boothe Investment Group, Inc. ($45.2M), LPL Financial LLC ($38.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$134.1M5.2MAdded
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$75.4M3.1MAdded
3CITIGROUP INC$55.0M2.1MAdded
4Boothe Investment Group, Inc.$45.2M1.7MAdded
5LPL Financial LLC$38.3M1.5MAdded
6ENVESTNET ASSET MANAGEMENT INC$30.1M1.2MTrimmed
7AE Wealth Management LLC$26.0M1.0MAdded
8Independence Wealth Advisors, LLC$25.3M973,762Added
9IAG Wealth Partners, LLC$21.3M821,040Added
10UBS Group AG$20.9M804,759Trimmed
11ASSETMARK, INC$16.1M620,809Added
12Deane Retirement Strategies, Inc.$15.5M597,723Added
13HighTower Advisors, LLC$14.0M538,438Trimmed
14ABBINGTON INVESTMENT GROUP$13.9M537,313Added
15Beacon Capital Management, Inc.$13.7M528,537Added
16Pasadena Private Wealth, LLC$13.3M512,694Trimmed
17Altiora Financial Group, LLC$13.1M503,393Trimmed
18Fielder Capital Group LLC$12.6M486,636Added
19Compound Planning, Inc.$12.0M463,212Added
20TRUIST FINANCIAL CORP$11.8M455,688Added
21&PARTNERS$11.5M447,318Trimmed
22NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.3M434,277Added
23PEAK FINANCIAL ADVISORS LLC$11.1M427,579Trimmed
24OmniStar Financial Group, Inc.$11.0M424,076Added
25Orion Porfolio Solutions, LLC$10.9M418,318Trimmed

Source: SEC Form 13F filings · as of 2026-06-30