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Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

Simplify Managed Futures Strategy ETF logo
$27.72 -0.04 (-0.14%)
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)
137
Total
Institutional Inflows
(last 12 months)
$347.21M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$23.76M
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Skip Chart & View Institutional Buying and Selling Data

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
7/18/2025PFG Investments LLC65,480$1.75M0.1%+35.0%0.168%
7/18/2025Truist Financial Corp325,132$8.69M0.0%+1,687.4%0.835%
7/17/2025Archford Capital Strategies LLC162,917$4.36M0.6%+3.1%0.417%
7/17/2025Beacon Capital Management LLC743,247$19.87M2.7%+3.1%1.901%
7/17/2025KWB 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%
7/9/2025 Tounjian Advisory Partners LLC9,028$267K0.0%-24.8%0.023%
7/9/2025 Fermata Advisors LLC34,622$926K0.2%+57.2%0.089%
7/9/2025 Fiduciary Alliance LLC64,684$1.73M0.1%N/A0.166%
7/9/2025 Reyes Financial Architecture Inc.4,927$132K0.1%+22.5%0.013%
7/7/2025 Upper Left Wealth Management LLC99,735$2.67M1.8%-18.9%0.255%
7/7/2025 Peak Financial Advisors LLC540,375$14.45M7.4%+65.2%1.383%
7/7/2025 Global Wealth Strategies & Associates39,617$1.06M0.3%-5.9%0.101%
7/7/2025 Insight Wealth Strategies LLC13,099$351K0.0%N/A0.034%
5/21/2025Geneos Wealth Management Inc.53,233$1.58M0.1%+3,282.0%0.141%
5/20/2025Belpointe Asset Management LLC191,461$5.67M0.3%N/A0.507%
5/16/2025NewEdge Advisors LLC10,828$321K0.0%N/A0.030%
5/16/2025Integrated Wealth Concepts LLC33,194$983K0.0%+88.8%0.093%
5/16/2025Clark Capital Management Group Inc.74,090$2.19M0.0%N/A0.208%
5/15/2025Royal Bank of Canada104,993$3.11M0.0%+86.3%0.295%
5/15/2025Betterment LLC19,796$586K0.0%+2.7%0.056%
5/15/2025Baird Financial Group Inc.28,350$839K0.0%N/A0.080%
5/14/2025CreativeOne Wealth LLC13,226$391K0.0%-33.1%0.037%
5/14/2025WCG Wealth Advisors LLC15,000$444K0.0%N/A0.042%
5/14/2025Luminist Capital LLC13,805$411K0.4%-10.4%0.039%
5/14/2025Comerica Bank1,262$37K0.0%-43.5%0.004%
5/14/2025Napa Wealth Management282,306$8.36M4.7%+655.5%0.792%
5/14/2025Andina Capital Management LLC50,948$1.51M1.1%+8.9%0.143%
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5/13/2025Global View Capital Management LLC27,421$812K0.3%N/A0.077%
5/13/2025Steward Partners Investment Advisory LLC203,119$6.01M0.1%+37.4%0.570%
5/13/2025Cowa LLC162,302$4.80M2.0%+50.8%0.455%
5/13/2025HighTower Advisors LLC706,315$20.91M0.0%+191.2%1.981%
5/12/2025Astor Investment Management LLC170,002$5.03M2.7%-44.2%0.477%
5/12/2025Simplex Trading LLC2,369$70K0.0%N/A0.007%
5/12/2025National Bank of Canada FI22,445$664K0.0%+16.6%0.063%
5/12/2025AlphaCore Capital LLC3,471$103K0.0%N/A0.010%
5/9/2025R. 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%
5/9/2025Encompass More Asset Management94,217$2.79M0.8%+193.6%0.264%
5/9/2025Cary Street Partners Financial LLC28,088$831K0.0%+19.7%0.079%
5/9/2025Cumberland Partners Ltd111,979$3.32M0.3%N/A0.314%
5/8/2025Altiora Financial Group LLC392,260$11.61M2.5%+39.3%1.100%
5/8/2025Moors & Cabot Inc.14,585$432K0.0%-3.1%0.041%
5/8/2025Pasadena Private Wealth LLC540,935$16.01M3.1%+199.0%1.517%
5/8/2025Harbour Investments Inc.48,150$1.43M0.0%+178,233.3%0.135%
5/8/2025FSA Advisors Inc.61,596$1.82M1.4%+110.2%0.173%
5/7/2025LPL Financial LLC743,913$22.02M0.0%+77.0%2.087%
5/7/2025Drive Wealth Management LLC14,025$415K0.1%+3.0%0.039%
5/6/2025Avantax Advisory Services Inc.26,903$796K0.0%+23.9%0.075%
5/6/2025Brookwood Investment Group LLC13,251$392K0.1%N/A0.037%
5/6/2025AE Wealth Management LLC972,082$28.77M0.2%+47.0%2.727%
5/6/2025Advisors Preferred LLC17,487$521K0.1%N/A0.049%
5/6/2025Proficio Capital Partners LLC8,965$265K0.0%-95.4%0.025%
5/6/2025Ignite Planners LLC119,271$3.31M0.6%N/A0.335%
5/6/2025WT Wealth Management22,195$657K0.2%+34.0%0.062%
5/5/2025IFP Advisors Inc8,102$240K0.0%+96.6%0.023%
5/5/2025Private Advisor Group LLC427,004$12.64M0.1%+695.5%1.198%
5/5/2025Nwam LLC32,633$966K0.1%-3.5%0.092%
5/5/2025Transce3nd LLC10,223$303K0.1%N/A0.029%
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%
5/1/2025Secured Retirement Advisors LLC40,841$1.21M0.8%N/A0.115%
5/1/2025 Reyes Financial Architecture Inc.4,022$119K0.1%N/A0.011%
5/1/2025CWM LLC22,583$668K0.0%+45.7%0.063%
5/1/2025Park Square Financial Group LLC2,510$74K0.1%N/A0.007%
5/1/2025Stegent Equity Advisors Inc.28,493$843K0.9%N/A0.080%
5/1/2025WESPAC Advisors LLC50,967$1.51M1.2%N/A0.143%
4/30/2025Allworth Financial LP1,201$34K0.0%N/A0.003%
4/30/2025POM Investment Strategies LLC286,194$8.47M9.9%N/A0.803%
4/30/2025Aspen Wealth Strategies LLC177,069$5.24M3.4%N/A0.497%
4/30/2025Stratos Wealth Partners LTD.72,468$2.15M0.0%N/A0.203%
4/30/2025Stratos Wealth Advisors LLC61,684$1.83M0.1%N/A0.173%
4/30/2025Stratos Investment Management LLC85,737$2.54M0.1%N/A0.240%
4/30/2025Brown Advisory Inc.8,668$257K0.0%N/A0.024%
4/30/2025Crossmark Global Holdings Inc.24,392$719K0.0%N/A0.068%
4/29/2025Raleigh Capital Management Inc.3,641$108K0.0%-45.3%0.010%
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4/29/2025Envestnet Asset Management Inc.458,565$13.57M0.0%-1.5%1.286%
4/29/2025Sharp Financial Services LLC33,740$999K0.8%-13.5%0.095%
4/29/2025OneDigital Investment Advisors LLC91,951$2.72M0.0%-0.4%0.258%
4/28/2025 Revisor Wealth Management LLC8,593$254K0.1%N/A0.024%
4/28/2025Longview Financial Advisors Inc.198,428$5.87M5.0%+10.3%0.557%
4/28/2025Clear 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%
4/24/2025Decker 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%
4/24/2025Money Concepts Capital Corp172,366$5.10M0.4%N/A0.483%
(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, 161 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), HighTower Advisors LLC ($20.91M), Beacon Capital Management LLC ($19.87M), Wells Fargo & Company MN ($18.95M), and Pasadena Private Wealth LLC ($16.01M).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 147 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: Beacon Capital Management LLC ($743.25K), 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 12,259,970 shares in the last 24 months. This purchase volume represents approximately $349.38M in transactions.

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

Of the 39 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: Proficio Capital Partners LLC ($184.17K), Astor Investment Management LLC ($162.98K), Miracle Mile Advisors LLC ($102.67K), Simplify Asset Management Inc. ($74.92K), Clear Creek Financial Management LLC ($53.46K), Orion Portfolio Solutions LLC ($34.14K), and Legacy Capital Group California Inc. ($33.47K).

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

Institutional investors have sold a total of 851,191 shares in the last 24 months. This volume of shares sold represents approximately $23.93M in transactions.


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This page (NYSEARCA:CTA) was last updated on 7/18/2025 by MarketBeat.com Staff
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