CTA — Simplify Exchange Traded Fun 机构持仓 · 2026年Q3
谁持有 Simplify Exchange Traded Fun（CTA）？2026年Q3（报告期截至 2026-09-30）共有 13 家机构在 SEC 13F 申报中报告持有，合计 2,427.50 万美元。前几大持有机构：Longview Financial Advisors, Inc.（700.00 万美元）、Private Client Services, LLC（510.00 万美元）、Roan Capital Partners（280.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Longview Financial Advisors, Inc. | $7.0M | 243,004 | 增持 |
| 2 | PRIVATE CLIENT SERVICES, LLC | $5.1M | 177,270 | 减持 |
| 3 | Roan Capital Partners | $2.8M | 96,910 | 增持 |
| 4 | Farther Finance Advisors, LLC | $2.6M | 91,565 | 增持 |
| 5 | Wealth Enhancement Trust Services, Inc. | $2.0M | 69,306 | 增持 |
| 6 | Whalen Wealth Management Inc. | $1.1M | 39,743 | 新建仓 |
| 7 | Global Wealth Strategies & Associates | $960,314 | 33,298 | 减持 |
| 8 | Financial Enhancement Group LLC | $860,407 | 29,896 | 增持 |
| 9 | City Center Advisors, LLC | $689,997 | 23,925 | 增持 |
| 10 | Insight Wealth Strategies, LLC | $569,084 | 19,732 | 增持 |
| 11 | Legacy Private Trust Co. | $288,400 | 10,000 | 持平 |
| 12 | Worth Asset Management, LLC | $205,456 | 7,124 | 新建仓 |
| 13 | Deane Retirement Strategies, Inc. | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30