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Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

Simplify Managed Futures Strategy ETF logo
$29.21 +0.24 (+0.83%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify Managed Futures Strategy ETF (NYSEARCA:CTA)

Number of
Institutional Buyers
(last 12 months)
164
Total
Institutional Inflows
(last 12 months)
$522.18M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$46.09M
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CTA Institutional Buying and Selling by Quarter

Simplify Managed Futures Strategy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025CWM LLC2,611,640$73.05M0.2%+9.9%6.181%
10/15/2025Secured Retirement Advisors LLC44,572$1.25M0.7%-2.1%0.105%
10/15/2025Brookstone Capital Management41,567$1.16M0.0%+16.3%0.098%
10/15/2025Revisor Wealth Management LLC34,050$968K0.3%+82.1%0.081%
10/14/2025 Tactive Advisors LLC17,705$495K0.1%+58.7%0.042%
10/14/2025 Able Wealth Management LLC20,567$575K0.2%+51.7%0.049%
10/14/2025 Deane Retirement Strategies Inc.193,766$5.42M2.3%-1.0%0.459%
10/14/2025 Farther Finance Advisors LLC37,541$1.05M0.0%+12.5%0.089%
10/10/2025 Sound Income Strategies LLC5,423$154K0.0%N/A0.013%
10/9/2025 Dynamic Advisor Solutions LLC318,622$8.91M0.3%+0.3%0.754%
10/9/2025 Fermata Advisors LLC35,537$994K0.3%+2.6%0.084%
10/8/2025 Peak Financial Advisors LLC580,773$16.24M7.8%+7.5%1.375%
10/8/2025 Fiduciary Alliance LLC55,915$1.56M0.1%-13.6%0.132%
10/8/2025 Ignite Planners LLC139,278$3.90M0.6%-2.2%0.330%
10/8/2025 KWB Wealth108,272$2.90M0.3%+43.5%0.256%
10/6/2025 PMV Capital Advisers LLC125,226$3.50M6.8%+21.3%0.296%
10/6/2025 City Center Advisors LLC18,770$525K0.5%N/A0.044%
10/6/2025 Insight Wealth Strategies LLC30,603$856K0.1%+133.6%0.072%
10/2/2025 Global Wealth Strategies & Associates38,143$1.07M0.3%-3.7%0.094%
9/10/2025WT Wealth Management28,615$765K0.2%+28.9%0.071%
9/4/2025Osaic Holdings Inc.234,131$6.28M0.0%+204.2%0.577%
8/29/2025Evolution Wealth Management Inc.1,150$31K0.0%N/A0.003%
8/27/2025Orion Porfolio Solutions LLC531,164$14.20M0.1%+25.5%1.310%
8/18/2025 Tactive Advisors LLC11,157$298K0.1%N/A0.029%
8/15/2025Global View Capital Management LLC24,130$645K0.2%-12.0%0.060%
8/15/2025WFA of San Diego LLC1,329$36K0.0%N/A0.003%
8/15/2025Orion Porfolio Solutions LLC32,160$860K0.0%-92.4%0.079%
8/15/2025MML Investors Services LLC164,441$4.40M0.0%+43.3%0.406%
8/15/2025IHT Wealth Management LLC23,720$634K0.0%+23.7%0.058%
8/15/2025Great Valley Advisor Group Inc.23,041$616K0.0%N/A0.057%
8/15/2025Bank of America Corp DE1,727,721$46.20M0.0%+0.8%4.261%
8/14/2025CLG LLC108,206$2.89M0.9%-8.9%0.267%
8/14/2025Jane Street Group LLC137,103$3.67M0.0%N/A0.338%
8/14/2025Raymond James Financial Inc.215,027$5.75M0.0%N/A0.530%
8/14/2025Darwin Wealth Management LLC53,666$1.44M0.5%N/A0.132%
8/14/2025Napa Wealth Management263,528$7.05M3.4%-6.7%0.650%
8/14/2025L2 Asset Management LLC34,441$921K0.2%N/A0.085%
8/14/2025Cary Street Partners Financial LLC20,616$551K0.0%-26.6%0.051%
8/13/2025Baird Financial Group Inc.74,832$2.00M0.0%+164.0%0.185%
8/13/2025VestGen Advisors LLC9,292$248K0.0%N/A0.023%
8/13/2025Northwestern Mutual Wealth Management Co.3,297$88K0.0%N/A0.008%
8/12/2025Steward Partners Investment Advisory LLC220,239$5.89M0.0%+8.4%0.543%
8/12/2025CreativeOne Wealth LLC109,754$2.94M0.1%+729.8%0.271%
8/12/2025Cowa LLC205,019$5.49M2.1%+26.3%0.506%
8/11/2025Western Wealth Management LLC35,556$951K0.1%N/A0.091%
8/8/2025Altiora Financial Group LLC395,833$10.59M2.1%+0.9%1.018%
8/8/2025 Ignite Planners LLC142,359$3.95M0.6%+19.4%0.366%
8/8/2025Austin Wealth Management LLC84,380$2.32M0.4%N/A0.217%
8/7/2025Nwam LLC32,260$905K0.1%-1.1%0.083%
8/7/2025Blackston Financial Advisory Group LLC32,556$871K0.4%N/A0.084%
8/7/2025Aspen Wealth Strategies LLC182,167$4.87M2.9%+2.9%0.469%
8/6/2025Decker Retirement Planning Inc.34,611$925K0.5%+136.2%0.089%
8/6/2025AE Wealth Management LLC1,198,924$32.06M0.2%+23.3%3.084%
8/6/2025Pekin Hardy Strauss Inc.63,795$1.71M0.2%N/A0.164%
8/6/2025Ethos Financial Group LLC135,791$3.63M0.3%+11.8%0.349%
8/6/2025 Able Wealth Management LLC13,562$363K0.2%N/A0.035%
8/6/2025Entrewealth LLC17,659$472K0.3%N/A0.045%
8/6/2025Axim Planning & Wealth27,191$727K0.7%+115.4%0.070%
8/5/2025Advisors Preferred LLC5,045$135K0.0%-71.1%0.013%
8/5/2025Optivise Advisory Services LLC76,564$2.05M1.0%+25.0%0.197%
8/4/2025Atria Investments Inc214,147$5.73M0.1%+21.1%0.551%
8/4/2025L.M. Kohn & Company12,321$329K0.1%+7.9%0.032%
8/1/2025FSA Advisors Inc.116,645$3.12M2.5%+89.4%0.300%
8/1/2025New York Life Investment Management LLC320,834$8.58M0.1%+142.5%0.825%
8/1/2025GWN Securities Inc.11,946$320K0.1%N/A0.031%
8/1/2025Brookwood Investment Group LLC14,970$400K0.1%+13.0%0.039%
8/1/2025Pasadena Private Wealth LLC642,421$17.18M2.9%+18.8%1.653%
8/1/2025Solstein Capital LLC12,516$335K0.2%+1,652.9%0.032%
8/1/2025Delta Investment Management LLC35,302$944K0.2%N/A0.091%
8/1/2025Envestnet Asset Management Inc.635,079$16.98M0.0%+38.5%1.634%
7/31/2025Stegent Equity Advisors Inc.30,257$809K0.7%+6.2%0.078%
7/31/2025Fielder Capital Group LLC342,726$9.16M2.4%N/A0.882%
7/31/2025Boothe Investment Group Inc.1,091,693$29.19M11.1%N/A2.808%
7/31/2025Longview Financial Advisors Inc.187,965$5.03M4.3%-5.3%0.484%
7/30/2025Brookstone Capital Management35,756$956K0.0%-4.0%0.092%
7/29/2025Stratos Wealth Partners LTD.46,893$1.25M0.0%-35.3%0.121%
7/29/2025Stratos Wealth Advisors LLC28,214$754K0.0%-54.3%0.073%
7/29/2025Stratos Investment Management LLC122,866$3.29M0.2%+43.3%0.316%
7/29/2025Latitude Advisors LLC8,864$237K0.1%N/A0.023%
7/28/2025Harbour Investments Inc.46,795$1.25M0.0%-2.8%0.120%
7/28/2025Aries Wealth Management55,481$1.48M0.4%+8.2%0.143%
7/28/2025J.Safra Asset Management Corp1,946$52K0.0%N/A0.005%
7/25/2025Sharp Financial Services LLC49,490$1.32M0.9%+46.7%0.127%
7/25/2025CWM LLC2,375,839$63.53M0.2%+10,420.5%6.111%
7/25/2025R. W. Roge & Company Inc.157,465$4.21M2.4%+103.3%0.405%
7/25/2025Apollon Wealth Management LLC83,865$2.24M0.0%+22.3%0.216%
7/24/2025Fischer Investment Strategies LLC39,462$1.06M0.7%-78.6%0.102%
7/24/2025IFP Advisors Inc9,299$249K0.0%+14.8%0.024%
7/23/2025Clear Creek Financial Management LLC125,998$3.37M0.3%-62.4%0.324%
7/23/2025 Ignite Planners LLC142,399$3.95M0.6%+19.4%0.366%
7/23/2025WESPAC Advisors LLC49,334$1.32M0.9%-3.2%0.127%
7/23/2025Secured Retirement Advisors LLC45,536$1.22M0.7%+11.5%0.117%
7/23/2025Tcfg Wealth Management LLC70,754$1.89M0.9%+2.4%0.182%
7/23/2025Prime Capital Investment Advisors LLC20,431$546K0.0%-84.3%0.053%
7/22/2025Belpointe Asset Management LLC199,895$5.35M0.2%+4.4%0.514%
7/22/2025Wealthcare Advisory Partners LLC121,141$3.24M0.1%+0.8%0.312%
7/21/2025Ameritas Advisory Services LLC2,442$65K0.0%N/A0.006%
7/18/2025Philip James Wealth Mangement LLC207,438$5.55M0.7%+4.2%0.533%
7/18/2025Astor Investment Management LLC163,635$4.38M2.4%-3.7%0.420%
7/18/2025B.O.S.S. Retirement Advisors LLC47,972$1.28M0.3%+127.9%0.123%
(Data available from 1/1/2016 forward)

CTA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CTA shares?

During the previous two years, 187 institutional investors and hedge funds held shares of Simplify Managed Futures Strategy ETF. The most heavily invested institutionals were Hernani LP ($5.06B), CWM LLC ($73.05M), Bank of America Corp DE ($46.20M), AE Wealth Management LLC ($32.06M), Boothe Investment Group Inc. ($29.19M), LPL Financial LLC ($22.02M), and HighTower Advisors LLC ($20.91M).Learn more on Simplify Managed Futures Strategy ETF's institutional investors.

Which institutional investors have been buying Simplify Managed Futures Strategy ETF's stock?

Of the 176 institutional investors that purchased Simplify Managed Futures Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CWM LLC ($2.61M), Boothe Investment Group Inc. ($1.09M), Beacon Capital Management LLC ($743.25K), HighTower Advisors LLC ($706.32K), Pasadena Private Wealth LLC ($642.42K), Orion Portfolio Solutions LLC ($577.63K), and AE Wealth Management LLC ($537.66K).

How much institutional buying is happening at Simplify Managed Futures Strategy ETF?

Institutional investors have bought a total of 18,933,739 shares in the last 24 months. This purchase volume represents approximately $528.67M in transactions.

Which of Simplify Managed Futures Strategy ETF's major shareholders have been selling company stock?

Of the 55 institutional investors that sold Simplify Managed Futures Strategy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orion Porfolio Solutions LLC ($391.05K), Clear Creek Financial Management LLC ($262.27K), Proficio Capital Partners LLC ($184.17K), Astor Investment Management LLC ($162.98K), Fischer Investment Strategies LLC ($145.30K), Prime Capital Investment Advisors LLC ($109.64K), and Orion Portfolio Solutions LLC ($34.14K).

How much institutional selling is happening at Simplify Managed Futures Strategy ETF?

Institutional investors have sold a total of 1,676,578 shares in the last 24 months. This volume of shares sold represents approximately $46.09M in transactions.


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This page (NYSEARCA:CTA) was last updated on 10/16/2025 by MarketBeat.com Staff
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