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Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

Simplify Managed Futures Strategy ETF logo
$27.47 -0.15 (-0.54%)
Closing price 05/23/2025 04:10 PM Eastern
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$27.46 0.00 (-0.02%)
As of 05/23/2025 06:16 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)
131
Total
Institutional Inflows
(last 12 months)
$317.46M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$24.41M
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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
5/21/2025 Geneos Wealth Management Inc.53,233$1.58M0.1%+3,282.0%0.141%
5/20/2025 Belpointe Asset Management LLC191,461$5.67M0.3%N/A0.507%
5/16/2025 NewEdge Advisors LLC10,828$321K0.0%N/A0.030%
5/16/2025 Integrated Wealth Concepts LLC33,194$983K0.0%+88.8%0.093%
5/16/2025 Clark Capital Management Group Inc.74,090$2.19M0.0%N/A0.208%
5/15/2025 Royal Bank of Canada104,993$3.11M0.0%+86.3%0.295%
5/15/2025 Betterment LLC19,796$586K0.0%+2.7%0.056%
5/15/2025 Baird Financial Group Inc.28,350$839K0.0%N/A0.080%
5/14/2025 CreativeOne Wealth LLC13,226$391K0.0%-33.1%0.037%
5/14/2025 WCG Wealth Advisors LLC15,000$444K0.0%N/A0.042%
5/14/2025 Luminist Capital LLC13,805$411K0.4%-10.4%0.039%
5/14/2025 Comerica Bank1,262$37K0.0%-43.5%0.004%
5/14/2025 Napa Wealth Management282,306$8.36M4.7%+655.5%0.792%
5/14/2025 Andina Capital Management LLC50,948$1.51M1.1%+8.9%0.143%
5/13/2025 Global View Capital Management LLC27,421$812K0.3%N/A0.077%
5/13/2025 Steward Partners Investment Advisory LLC203,119$6.01M0.1%+37.4%0.570%
5/13/2025 Cowa LLC162,302$4.80M2.0%+50.8%0.455%
5/13/2025 HighTower Advisors LLC706,315$20.91M0.0%+191.2%1.981%
5/12/2025 Astor Investment Management LLC170,002$5.03M2.7%-44.2%0.477%
5/12/2025 Simplex Trading LLC2,369$70K0.0%N/A0.007%
5/12/2025 National Bank of Canada FI22,445$664K0.0%+16.6%0.063%
5/12/2025 AlphaCore Capital LLC3,471$103K0.0%N/A0.010%
5/9/2025 R. W. Roge & Company Inc.77,471$2.29M1.3%N/A0.217%
5/9/2025 Legacy Capital Group California Inc.41,531$1.23M0.4%-44.6%0.116%
5/9/2025 Encompass More Asset Management94,217$2.79M0.8%+193.6%0.264%
5/9/2025 Cary Street Partners Financial LLC28,088$831K0.0%+19.7%0.079%
5/9/2025 Cumberland Partners Ltd111,979$3.32M0.3%N/A0.314%
5/8/2025 Altiora Financial Group LLC392,260$11.61M2.5%+39.3%1.100%
5/8/2025 Moors & Cabot Inc.14,585$432K0.0%-3.1%0.041%
5/8/2025 Pasadena Private Wealth LLC540,935$16.01M3.1%+199.0%1.517%
5/8/2025 Harbour Investments Inc.48,150$1.43M0.0%+178,233.3%0.135%
5/8/2025 FSA Advisors Inc.61,596$1.82M1.4%+110.2%0.173%
5/7/2025 LPL Financial LLC743,913$22.02M0.0%+77.0%2.087%
5/7/2025 Drive Wealth Management LLC14,025$415K0.1%+3.0%0.039%
5/6/2025 Avantax Advisory Services Inc.26,903$796K0.0%+23.9%0.075%
5/6/2025 Brookwood Investment Group LLC13,251$392K0.1%N/A0.037%
5/6/2025 AE Wealth Management LLC972,082$28.77M0.2%+47.0%2.727%
5/6/2025 Advisors Preferred LLC17,487$521K0.1%N/A0.049%
5/6/2025 Proficio Capital Partners LLC8,965$265K0.0%-95.4%0.025%
5/6/2025 Ignite Planners LLC119,271$3.31M0.6%N/A0.335%
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5/6/2025 WT Wealth Management22,195$657K0.2%+34.0%0.062%
5/5/2025 IFP Advisors Inc8,102$240K0.0%+96.6%0.023%
5/5/2025 Private Advisor Group LLC427,004$12.64M0.1%+695.5%1.198%
5/5/2025 Nwam LLC32,633$966K0.1%-3.5%0.092%
5/5/2025 Transce3nd LLC10,223$303K0.1%N/A0.029%
5/2/2025 Legacy Capital Wealth Partners LLC9,926$294K0.1%-46.8%0.028%
5/2/2025 Theory Financial LLC81,434$2.41M1.0%N/A0.228%
5/2/2025 Capital A Wealth Management LLC290,509$8.60M9.0%N/A0.815%
5/2/2025 Apollon 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%
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%
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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%
(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, 155 institutional investors and hedge funds held shares of Simplify Managed Futures Strategy ETF. The most heavily invested institutionals were Hernani LP ($5.06B), AE Wealth Management LLC ($28.77M), LPL Financial LLC ($22.02M), Beacon Capital Management LLC ($21.34M), HighTower Advisors LLC ($20.91M), Wells Fargo & Company MN ($18.95M), and Pasadena Private Wealth LLC ($16.01M).Learn more on CTA's institutional investors.

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

Of the 141 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), HighTower Advisors LLC ($706.32K), Orion Portfolio Solutions LLC ($577.63K), Pasadena Private Wealth LLC ($540.94K), LPL Financial LLC ($417.54K), Private Advisor Group LLC ($409.17K), and Altiora Financial Group LLC ($392.26K).

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

Institutional investors have bought a total of 12,800,981 shares in the last 24 months. This purchase volume represents approximately $360.00M in transactions.

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

Of the 50 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: Proficio Capital Partners LLC ($185.00K), Astor Investment Management LLC ($156.61K), Dakota Wealth Management ($118.97K), Miracle Mile Advisors LLC ($110.99K), Orion Portfolio Solutions LLC ($91.79K), ORG Partners LLC ($78.26K), and Simplify Asset Management Inc. ($74.92K).

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

Institutional investors have sold a total of 1,374,124 shares in the last 24 months. This volume of shares sold represents approximately $37.42M in transactions.


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This page (NYSEARCA:CTA) was last updated on 5/24/2025 by MarketBeat.com Staff
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