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Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

Simplify Managed Futures Strategy ETF logo
$27.43 +0.13 (+0.48%)
Closing price 09/12/2025 04:10 PM Eastern
Extended Trading
$27.44 +0.01 (+0.04%)
As of 09/12/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Simplify Managed Futures Strategy ETF (NYSEARCA:CTA)

Number of
Institutional Buyers
(last 12 months)
162
Total
Institutional Inflows
(last 12 months)
$512.65M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$48.66M
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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
9/10/2025 WT Wealth Management28,615$765K0.2%+28.9%0.071%
9/4/2025 Osaic Holdings Inc.234,131$6.28M0.0%+204.2%0.577%
8/29/2025 Evolution Wealth Management Inc.1,150$31K0.0%N/A0.003%
8/27/2025 Orion Porfolio Solutions LLC531,164$14.20M0.1%+25.5%1.310%
8/18/2025 Tactive Advisors LLC11,157$298K0.1%N/A0.029%
8/15/2025 Global View Capital Management LLC24,130$645K0.2%-12.0%0.060%
8/15/2025 WFA of San Diego LLC1,329$36K0.0%N/A0.003%
8/15/2025 Orion Porfolio Solutions LLC32,160$860K0.0%-92.4%0.079%
8/15/2025 MML Investors Services LLC164,441$4.40M0.0%+43.3%0.406%
8/15/2025 IHT Wealth Management LLC23,720$634K0.0%+23.7%0.058%
8/15/2025 Great Valley Advisor Group Inc.23,041$616K0.0%N/A0.057%
8/15/2025 Bank of America Corp DE1,727,721$46.20M0.0%+0.8%4.261%
8/14/2025 CLG LLC108,206$2.89M0.9%-8.9%0.267%
8/14/2025 Jane Street Group LLC137,103$3.67M0.0%N/A0.338%
8/14/2025 Raymond James Financial Inc.215,027$5.75M0.0%N/A0.530%
8/14/2025 Darwin Wealth Management LLC53,666$1.44M0.5%N/A0.132%
8/14/2025 Napa Wealth Management263,528$7.05M3.4%-6.7%0.650%
8/14/2025 L2 Asset Management LLC34,441$921K0.2%N/A0.085%
8/14/2025 Cary Street Partners Financial LLC20,616$551K0.0%-26.6%0.051%
8/13/2025 Baird Financial Group Inc.74,832$2.00M0.0%+164.0%0.185%
8/13/2025 VestGen Advisors LLC9,292$248K0.0%N/A0.023%
8/13/2025 Northwestern Mutual Wealth Management Co.3,297$88K0.0%N/A0.008%
8/12/2025 Steward Partners Investment Advisory LLC220,239$5.89M0.0%+8.4%0.543%
8/12/2025 CreativeOne Wealth LLC109,754$2.94M0.1%+729.8%0.271%
8/12/2025 Cowa LLC205,019$5.49M2.1%+26.3%0.506%
8/11/2025 Western Wealth Management LLC35,556$951K0.1%N/A0.091%
8/8/2025 Altiora 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%
8/8/2025 Austin Wealth Management LLC84,380$2.32M0.4%N/A0.217%
8/7/2025 Nwam LLC32,260$905K0.1%-1.1%0.083%
8/7/2025 Blackston Financial Advisory Group LLC32,556$871K0.4%N/A0.084%
8/7/2025 Aspen Wealth Strategies LLC182,167$4.87M2.9%+2.9%0.469%
8/6/2025 Decker Retirement Planning Inc.34,611$925K0.5%+136.2%0.089%
8/6/2025 AE Wealth Management LLC1,198,924$32.06M0.2%+23.3%3.084%
8/6/2025 Pekin Hardy Strauss Inc.63,795$1.71M0.2%N/A0.164%
8/6/2025 Ethos Financial Group LLC135,791$3.63M0.3%+11.8%0.349%
8/6/2025 Able Wealth Management LLC13,562$363K0.2%N/A0.035%
8/6/2025 Entrewealth LLC17,659$472K0.3%N/A0.045%
8/6/2025 Axim Planning & Wealth27,191$727K0.7%+115.4%0.070%
8/5/2025 Advisors Preferred LLC5,045$135K0.0%-71.1%0.013%
8/5/2025 Optivise Advisory Services LLC76,564$2.05M1.0%+25.0%0.197%
8/4/2025 Atria Investments Inc214,147$5.73M0.1%+21.1%0.551%
8/4/2025 L.M. Kohn & Company12,321$329K0.1%+7.9%0.032%
8/1/2025 FSA Advisors Inc.116,645$3.12M2.5%+89.4%0.300%
8/1/2025 New York Life Investment Management LLC320,834$8.58M0.1%+142.5%0.825%
8/1/2025 GWN Securities Inc.11,946$320K0.1%N/A0.031%
8/1/2025 Brookwood Investment Group LLC14,970$400K0.1%+13.0%0.039%
8/1/2025 Pasadena Private Wealth LLC642,421$17.18M2.9%+18.8%1.653%
8/1/2025 Solstein Capital LLC12,516$335K0.2%+1,652.9%0.032%
8/1/2025 Delta Investment Management LLC35,302$944K0.2%N/A0.091%
8/1/2025 Envestnet Asset Management Inc.635,079$16.98M0.0%+38.5%1.634%
7/31/2025 Stegent Equity Advisors Inc.30,257$809K0.7%+6.2%0.078%
7/31/2025 Fielder Capital Group LLC342,726$9.16M2.4%N/A0.882%
7/31/2025 Boothe Investment Group Inc.1,091,693$29.19M11.1%N/A2.808%
7/31/2025 Longview Financial Advisors Inc.187,965$5.03M4.3%-5.3%0.484%
7/30/2025 Brookstone Capital Management35,756$956K0.0%-4.0%0.092%
7/29/2025 Stratos Wealth Partners LTD.46,893$1.25M0.0%-35.3%0.121%
7/29/2025 Stratos Wealth Advisors LLC28,214$754K0.0%-54.3%0.073%
7/29/2025 Stratos Investment Management LLC122,866$3.29M0.2%+43.3%0.316%
7/29/2025 Latitude Advisors LLC8,864$237K0.1%N/A0.023%
7/28/2025 Harbour Investments Inc.46,795$1.25M0.0%-2.8%0.120%
7/28/2025 Aries Wealth Management55,481$1.48M0.4%+8.2%0.143%
7/28/2025 J.Safra Asset Management Corp1,946$52K0.0%N/A0.005%
7/25/2025 Sharp Financial Services LLC49,490$1.32M0.9%+46.7%0.127%
7/25/2025 CWM LLC2,375,839$63.53M0.2%+10,420.5%6.111%
7/25/2025 R. W. Roge & Company Inc.157,465$4.21M2.4%+103.3%0.405%
7/25/2025 Apollon Wealth Management LLC83,865$2.24M0.0%+22.3%0.216%
7/24/2025 Fischer Investment Strategies LLC39,462$1.06M0.7%-78.6%0.102%
7/24/2025 IFP Advisors Inc9,299$249K0.0%+14.8%0.024%
7/23/2025 Clear 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%
7/23/2025 WESPAC Advisors LLC49,334$1.32M0.9%-3.2%0.127%
7/23/2025 Secured Retirement Advisors LLC45,536$1.22M0.7%+11.5%0.117%
7/23/2025 Tcfg Wealth Management LLC70,754$1.89M0.9%+2.4%0.182%
7/23/2025 Prime Capital Investment Advisors LLC20,431$546K0.0%-84.3%0.053%
7/22/2025 Belpointe Asset Management LLC199,895$5.35M0.2%+4.4%0.514%
7/22/2025 Wealthcare Advisory Partners LLC121,141$3.24M0.1%+0.8%0.312%
7/21/2025 Ameritas Advisory Services LLC2,442$65K0.0%N/A0.006%
7/18/2025 Philip James Wealth Mangement LLC207,438$5.55M0.7%+4.2%0.533%
7/18/2025 Astor Investment Management LLC163,635$4.38M2.4%-3.7%0.420%
7/18/2025 B.O.S.S. Retirement Advisors LLC47,972$1.28M0.3%+127.9%0.123%
7/18/2025 Magnolia Private Wealth LLC72,135$1.93M1.5%+172.9%0.185%
7/18/2025 PFG Investments LLC65,480$1.75M0.1%+35.0%0.168%
7/18/2025 Truist Financial Corp325,132$8.69M0.0%+1,687.4%0.835%
7/17/2025 Archford Capital Strategies LLC162,917$4.36M0.6%+3.1%0.417%
7/17/2025 Beacon Capital Management LLC743,247$19.87M2.7%+3.1%1.901%
7/17/2025 KWB Wealth75,464$2.23M0.3%N/A0.193%
7/16/2025 ORG Wealth Partners LLC42,570$1.14M0.3%+5.2%0.109%
7/16/2025 Cambridge Advisors Inc.21,697$580K0.1%+10.3%0.055%
7/16/2025 Kennedy Investment Group8,077$216K0.1%N/A0.021%
7/15/2025 Retirement Guys Formula LLC51,277$1.37M0.5%+40.5%0.131%
7/15/2025 FMA Wealth Management LLC46,715$1.25M0.9%+16.8%0.119%
7/15/2025 Revisor Wealth Management LLC18,699$514K0.2%+117.6%0.048%
7/14/2025 Financial Enhancement Group LLC117,554$3.28M0.5%+2.8%0.301%
7/11/2025 Deane Retirement Strategies Inc.195,651$5.23M2.3%+30,470.5%0.501%
7/11/2025 Farther Finance Advisors LLC33,369$892K0.0%-12.7%0.085%
7/10/2025 PMV Capital Advisers LLC103,273$2.76M6.2%N/A0.264%
7/10/2025 Wealth Enhancement Advisory Services LLC84,576$2.29M0.0%+151.4%0.216%
7/10/2025 Professional Financial Advisors LLC12,184$326K0.1%N/A0.031%
7/9/2025 Dynamic Advisor Solutions LLC317,566$8.49M0.3%+56.2%0.813%
(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, 185 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 ($63.53M), 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 172 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 ($2.37M), 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 18,366,662 shares in the last 24 months. This purchase volume represents approximately $512.65M in transactions.

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

Of the 51 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 Miracle Mile Advisors LLC ($102.67K).

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

Institutional investors have sold a total of 1,776,451 shares in the last 24 months. This volume of shares sold represents approximately $48.66M in transactions.


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This page (NYSEARCA:CTA) was last updated on 9/15/2025 by MarketBeat.com Staff
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