CTA — Simplify Exchange Traded Fun Institutional Holders · Q3 2026
Who owns Simplify Exchange Traded Fun (CTA)? 13 institutions reported holding $24.27M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Longview Financial Advisors, Inc. ($7.0M), Private Client Services, LLC ($5.1M), Roan Capital Partners ($2.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Longview Financial Advisors, Inc. | $7.0M | 243,004 | Added |
| 2 | PRIVATE CLIENT SERVICES, LLC | $5.1M | 177,270 | Trimmed |
| 3 | Roan Capital Partners | $2.8M | 96,910 | Added |
| 4 | Farther Finance Advisors, LLC | $2.6M | 91,565 | Added |
| 5 | Wealth Enhancement Trust Services, Inc. | $2.0M | 69,306 | Added |
| 6 | Whalen Wealth Management Inc. | $1.1M | 39,743 | New |
| 7 | Global Wealth Strategies & Associates | $960,314 | 33,298 | Trimmed |
| 8 | Financial Enhancement Group LLC | $860,407 | 29,896 | Added |
| 9 | City Center Advisors, LLC | $689,997 | 23,925 | Added |
| 10 | Insight Wealth Strategies, LLC | $569,084 | 19,732 | Added |
| 11 | Legacy Private Trust Co. | $288,400 | 10,000 | Hold |
| 12 | Worth Asset Management, LLC | $205,456 | 7,124 | New |
| 13 | Deane Retirement Strategies, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30