20 institutions reported holding $44.4M of SIMPLIFY EXCHANGE TRADED FUN (CTAP) in SEC 13F filings for 2026-06-30. Largest institutional holders: MATHER GROUP, LLC. ($15.4M), MML INVESTORS SERVICES, LLC ($7.3M), Tactive Advisors, LLC ($2.9M), ENVESTNET ASSET MANAGEMENT INC ($2.8M), Simplify Asset Management Inc. ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MATHER GROUP, LLC. | $15.4M | 583,086 | Added |
| 2 | MML INVESTORS SERVICES, LLC | $7.3M | 274,867 | New |
| 3 | Tactive Advisors, LLC | $2.9M | 109,411 | New |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 105,028 | New |
| 5 | Simplify Asset Management Inc. | $2.6M | 100,000 | Hold |
| 6 | Kensington Asset Management, LLC | $2.6M | 100,000 | New |
| 7 | Professional Financial Advisors, LLC | $2.3M | 87,942 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 78,163 | Added |
| 9 | WEDBUSH SECURITIES INC | $2.0M | 77,078 | Added |
| 10 | Kestra Advisory Services, LLC | $1.7M | 64,469 | New |
| 11 | JPMORGAN CHASE & CO | $802,257 | 30,561 | Added |
| 12 | Pekin Hardy Strauss, Inc. | $701,872 | 26,576 | Added |
| 13 | Triton Wealth Management, PLLC | $482,001 | 18,126 | Trimmed |
| 14 | Magnolia Private Wealth, LLC | $447,338 | 16,938 | Added |
| 15 | Chicago Partners Investment Group LLC | $203,888 | 7,159 | New |
| 16 | Reyes Financial Architecture, Inc. | $23,082 | 874 | New |
| 17 | Caitlin John, LLC | $8,900 | 337 | New |
| 18 | Deane Retirement Strategies, Inc. | $3,935 | 149 | Hold |
| 19 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $0 | 0 | Exited |
| 20 | AE Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30