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Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

Simplify Managed Futures Strategy ETF logo
$27.31 -0.41 (-1.48%)
Closing price 05/2/2025 04:10 PM Eastern
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$27.28 -0.03 (-0.11%)
As of 05/2/2025 06:41 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)
114
Total
Institutional Inflows
(last 12 months)
$221.21M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$15.42M
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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
5/2/2025Legacy Capital Wealth Partners LLC9,926$294K0.1%-46.8%0.028%
5/2/2025Theory Financial LLC81,434$2.41M1.0%N/A0.228%
5/2/2025Capital A Wealth Management LLC290,509$8.60M9.0%N/A0.815%
5/2/2025Apollon Wealth Management LLC68,549$2.03M0.0%N/A0.192%
5/1/2025 Secured Retirement Advisors LLC40,841$1.21M0.8%N/A0.115%
5/1/2025 Reyes Financial Architecture Inc.4,022$119K0.1%N/A0.011%
5/1/2025 CWM LLC22,583$668K0.0%+45.7%0.063%
5/1/2025 Park Square Financial Group LLC2,510$74K0.1%N/A0.007%
5/1/2025 Stegent Equity Advisors Inc.28,493$843K0.9%N/A0.080%
5/1/2025 WESPAC Advisors LLC50,967$1.51M1.2%N/A0.143%
4/30/2025 Allworth Financial LP1,201$34K0.0%N/A0.003%
4/30/2025 POM Investment Strategies LLC286,194$8.47M9.9%N/A0.803%
4/30/2025 Aspen Wealth Strategies LLC177,069$5.24M3.4%N/A0.497%
4/30/2025 Stratos Wealth Partners LTD.72,468$2.15M0.0%N/A0.203%
4/30/2025 Stratos Wealth Advisors LLC61,684$1.83M0.1%N/A0.173%
4/30/2025 Stratos Investment Management LLC85,737$2.54M0.1%N/A0.240%
4/30/2025 Brown Advisory Inc.8,668$257K0.0%N/A0.024%
4/30/2025 Crossmark Global Holdings Inc.24,392$719K0.0%N/A0.068%
4/29/2025 Raleigh Capital Management Inc.3,641$108K0.0%-45.3%0.010%
4/29/2025 Envestnet Asset Management Inc.458,565$13.57M0.0%-1.5%1.286%
4/29/2025 Sharp Financial Services LLC33,740$999K0.8%-13.5%0.095%
4/29/2025 OneDigital Investment Advisors LLC91,951$2.72M0.0%-0.4%0.258%
4/28/2025 Revisor Wealth Management LLC8,593$254K0.1%N/A0.024%
4/28/2025 Longview Financial Advisors Inc.198,428$5.87M5.0%+10.3%0.557%
4/28/2025 Clear Creek Financial Management LLC334,813$9.91M1.0%+1.0%0.939%
4/24/2025 Cambridge Advisors Inc.19,667$582K0.1%-4.6%0.055%
4/24/2025 Decker Retirement Planning Inc.14,655$434K0.3%+348.7%0.041%
4/24/2025 Elevated Capital Advisors LLC192,050$5.69M1.6%+320.8%0.539%
4/24/2025 Money Concepts Capital Corp172,366$5.10M0.4%N/A0.483%
4/24/2025 Philip James Wealth Mangement LLC199,067$5.89M0.7%+22.8%0.558%
4/23/2025 SFG Wealth Management LLC.83,189$2.46M1.2%+36.7%0.246%
4/23/2025 Archford Capital Strategies LLC158,001$4.68M0.7%N/A0.467%
4/23/2025 Financial Enhancement Group LLC114,297$3.22M0.5%+1.6%0.338%
4/23/2025 Retirement Guys Formula LLC36,486$1.08M0.5%+218.3%0.108%
4/23/2025 Continuum Advisory LLC7,184$213K0.0%+179.0%0.021%
4/22/2025 Whalen Wealth Management Inc.310,696$9.20M6.1%+151.1%0.918%
4/22/2025 Cambridge Investment Research Advisors Inc.266,550$7.89M0.0%+4.6%0.788%
4/22/2025 PFG Investments LLC48,491$1.44M0.1%N/A0.143%
4/22/2025 Advisor Resource Council237,109$6.80M0.5%N/A0.701%
4/21/2025 L.M. Kohn & Company11,424$338K0.1%N/A0.034%
Trump wipes out trillions overnight… (Ad)

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4/21/2025 ORG Partners LLC19,349$575K0.1%+64.1%0.057%
4/21/2025 CLG LLC118,805$3.52M1.2%+21.7%0.351%
4/21/2025 ORG Wealth Partners LLC40,452$1.20M0.4%+23.2%0.120%
4/21/2025 Beacon Capital Management LLC721,066$21.34M2.9%+94.3%2.131%
4/18/2025 Optivise Advisory Services LLC61,232$1.81M1.0%+52.9%0.181%
4/17/2025 Janney Montgomery Scott LLC10,632$315K0.0%N/A0.031%
4/17/2025 Authentikos Wealth Advisory LLC127,574$3.78M3.1%N/A0.377%
4/17/2025 Brighton Jones LLC37,467$1.11M0.0%+37.5%0.111%
4/17/2025 Dynamic Advisor Solutions LLC203,248$6.02M0.2%N/A0.601%
4/17/2025 Tcfg Wealth Management LLC69,075$2.05M1.0%N/A0.204%
4/16/2025 Wealth Enhancement Advisory Services LLC33,641$996K0.0%+224.0%0.099%
4/15/2025 Magnolia Private Wealth LLC26,436$783K0.4%+107.3%0.078%
4/15/2025 Wealthcare Advisory Partners LLC120,210$3.56M0.1%+94.3%0.355%
4/14/2025 Tounjian Advisory Partners LLC12,008$355K0.1%N/A0.035%
4/14/2025 Farther Finance Advisors LLC38,238$1.14M0.0%+662.8%0.113%
4/14/2025 Miracle Mile Advisors LLC60,311$1.79M0.0%-30.7%0.178%
4/14/2025 Upper Left Wealth Management LLC122,924$3.64M2.6%N/A0.363%
4/10/2025 Fermata Advisors LLC22,022$652K0.1%+10.9%0.065%
4/10/2025 Peak Financial Advisors LLC327,072$9.68M4.9%+0.7%0.967%
4/9/2025 Worth Asset Management LLC16,202$480K0.3%N/A0.048%
4/9/2025 Mid American Wealth Advisory Group Inc.20,706$613K0.3%+19.4%0.061%
4/2/2025 Global Wealth Strategies & Associates42,100$1.25M0.4%+9.3%0.149%
3/17/2025 Wealth Enhancement Advisory Services LLC10,384$290K0.0%-13.5%0.037%
2/18/2025CSS LLC IL74,764$2.09M0.1%+83.6%1.103%
2/17/2025Napa Wealth Management37,367$1.04M0.5%-16.3%0.551%
2/17/2025CoreCap Advisors LLC1,986$55K0.0%+94.1%0.029%
2/17/2025Cary Street Partners Financial LLC23,460$654K0.0%N/A0.346%
2/14/2025Comerica Bank2,232$62K0.0%+111,500.0%0.033%
2/14/2025Betterment LLC19,279$538K0.0%+5.1%0.284%
2/14/2025Integrated Wealth Concepts LLC17,585$490K0.0%N/A0.259%
2/14/2025IHT Wealth Management LLC19,263$537K0.0%N/A0.284%
2/14/2025 OneDigital Investment Advisors LLC92,345$2.58M0.0%+8.0%1.362%
2/14/2025 Optivise Advisory Services LLC40,041$1.12M0.6%-1.6%0.591%
2/14/2025MML Investors Services LLC100,874$2.81M0.0%N/A1.488%
2/14/2025GeoWealth Management LLC22,733$634K0.0%-19.7%0.335%
2/13/2025CreativeOne Wealth LLC19,782$552K0.0%-52.8%0.292%
2/13/2025 Bessemer Group Inc.10,000$279K0.0%-4.8%0.147%
2/13/2025Advisory Services Network LLC12,413$346K0.0%N/A0.183%
2/13/2025 Envestnet Asset Management Inc.465,421$12.98M0.0%+28.9%6.865%
2/13/2025Wells Fargo & Company MN679,605$18.95M0.0%-2.4%10.024%
2/12/2025National Bank of Canada FI19,244$537K0.0%+17.7%0.284%
2/12/2025CIBC Private Wealth Group LLC1,414$39K0.0%-37.3%0.021%
2/12/2025Orion Portfolio Solutions LLC453,676$12.65M0.1%-4.4%6.691%
2/11/2025LPL Financial LLC420,341$11.72M0.0%+28.8%6.200%
2/11/2025Simplify Asset Management Inc.140,378$3.92M0.2%+159.4%2.070%
2/10/2025GWN Securities Inc.90,804$2.62M0.7%N/A1.339%
2/10/2025Commonwealth Equity Services LLC16,061$448K0.0%+8.7%0.237%
2/10/2025Avantax Advisory Services Inc.21,709$605K0.0%+12.7%0.320%
2/10/2025 Farther Finance Advisors LLC5,013$140K0.0%+72.9%0.074%
2/7/2025HighTower Advisors LLC242,547$6.77M0.0%+1.5%3.577%
Trump wipes out trillions overnight… (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
2/7/2025Moors & Cabot Inc.15,050$420K0.0%+12.3%0.222%
2/7/2025Altiora Financial Group LLC281,631$7.86M1.7%+131.5%4.154%
2/6/2025Ethos Financial Group LLC121,466$3.39M0.4%N/A1.792%
2/6/2025Proficio Capital Partners LLC193,138$5.39M0.1%N/A2.849%
2/6/2025Atria Investments Inc112,831$3.15M0.0%-6.2%1.664%
2/6/2025Steward Partners Investment Advisory LLC147,872$4.12M0.0%+41.8%2.181%
2/5/2025Proficio Capital Partners LLC193,138$5.39M0.0%N/A2.849%
2/5/2025WT Wealth Management16,562$462K0.1%+41.3%0.244%
2/5/2025New York Life Investment Management LLC84,812$2.37M0.0%+26.5%1.251%
2/5/2025Nwam LLC33,824$943K0.1%+12.7%0.499%
(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, 136 institutional investors and hedge funds held shares of Simplify Managed Futures Strategy ETF. The most heavily invested institutionals were Hernani LP ($5.06B), Beacon Capital Management LLC ($21.34M), Wells Fargo & Company MN ($18.95M), Envestnet Asset Management Inc. ($13.57M), Orion Portfolio Solutions LLC ($12.65M), LPL Financial LLC ($11.72M), and Clear Creek Financial Management LLC ($9.91M).Learn more on CTA's institutional investors.

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

Of the 124 institutional investors that purchased Simplify Managed Futures Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beacon Capital Management LLC ($721.07K), Orion Portfolio Solutions LLC ($577.63K), Proficio Capital Partners LLC ($386.28K), Astor Investment Management LLC ($326.62K), Whalen Wealth Management Inc. ($310.70K), Capital A Wealth Management LLC ($290.51K), and POM Investment Strategies LLC ($286.19K).

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

Institutional investors have bought a total of 9,773,548 shares in the last 24 months. This purchase volume represents approximately $268.79M in transactions.

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

Of the 45 institutional investors that sold Simplify Managed Futures Strategy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dakota Wealth Management ($118.97K), Miracle Mile Advisors LLC ($110.99K), Orion Portfolio Solutions LLC ($91.79K), ORG Partners LLC ($78.26K), Simplify Asset Management Inc. ($74.92K), Wealth Enhancement Advisory Services LLC ($58.50K), and Peak Financial Advisors LLC ($57.52K).

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

Institutional investors have sold a total of 1,025,210 shares in the last 24 months. This volume of shares sold represents approximately $27.00M in transactions.


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This page (NYSEARCA:CTA) was last updated on 5/3/2025 by MarketBeat.com Staff
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