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Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

-0.27 (-0.96%)
(As of 01:17 PM ET)

Institutional Ownership Changes (13F Filings) for Simplify Managed Futures Strategy ETF (NYSEARCA:CTA)

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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CTA Institutional Buying and Selling by Quarter

Simplify Managed Futures Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 CreativeOne Wealth LLC12,911$322K0.0%N/A0.190%
5/11/2024 Ironsides Asset Advisors LLC10,590$264K0.1%+13.2%0.156%
5/10/2024 Nwam LLC26,257$711K0.1%N/A0.387%
5/9/2024 Orion Portfolio Solutions LLC519,975$12.97M0.1%-10.0%7.669%
5/8/2024 Avantax Advisory Services Inc.24,463$610K0.0%-33.4%0.361%
4/30/2024 Private Advisor Group LLC22,554$563K0.0%-63.1%0.342%
4/26/2024 Clear Creek Financial Management LLC374,917$9.35M1.2%+26.0%5.681%
4/18/2024 Miracle Mile Advisors LLC163,921$4.09M0.1%-4.4%3.742%
4/16/2024 Cambridge Advisors Inc.18,374$458K0.1%+3.7%0.419%
4/16/2024 Wealth Enhancement Advisory Services LLC67,158$1.68M0.0%N/A1.533%
4/15/2024 Wealthcare Advisory Partners LLC14,403$359K0.0%+17.7%0.329%
4/15/2024 Financial Enhancement Group LLC98,007$2.60M0.4%+5.7%2.238%
4/12/2024 Peak Financial Advisors LLC272,639$6.80M4.1%+23.4%6.225%
2/9/2024 FMA Wealth Management LLC14,609$345K0.3%N/A0.334%
2/9/2024 Orion Portfolio Solutions LLC577,625$13.87M0.2%N/A13.188%
2/7/2024 Avantax Advisory Services Inc.36,721$867K0.0%+62.3%0.838%
2/6/2024 Private Advisor Group LLC61,047$1.44M0.0%-15.0%1.394%
2/6/2024 Wealthcare Advisory Partners LLC12,237$289K0.0%+42.0%0.279%
2/6/2024 National Bank of Canada FI11,994$285K0.0%+19.8%0.274%
2/2/2024 Truist Financial Corp16,252$384K0.0%-56.1%0.371%
2/1/2024 CWM LLC6,452$152K0.0%+1,754.0%0.147%
1/29/2024 ORG Partners LLC66,041$1.56M0.3%+224.3%1.508%
1/24/2024 Clear Creek Financial Management LLC297,475$7.02M1.1%+134.7%6.792%
1/22/2024 Miracle Mile Advisors LLC171,454$4.05M0.1%N/A3.914%
1/19/2024 Fermata Advisors LLC14,891$351K0.1%+6.4%0.340%
1/18/2024 Financial Enhancement Group LLC92,693$2.25M0.4%+7.0%2.116%
1/17/2024 Cambridge Advisors Inc.17,710$418K0.1%+13.2%0.404%
1/16/2024Wealthsource Partners LLC58,763$1.39M0.1%-15.3%1.342%
1/11/2024 Aries Wealth Management39,320$928K0.3%+21.7%0.898%
1/10/2024 Peak Financial Advisors LLC220,945$5.21M3.5%+4.5%5.044%
11/13/2023 Bison Wealth LLC148,301$4.09M0.8%N/A3.386%
11/13/2023 Cambria Investment Management L.P.45,026$1.24M0.1%N/A1.028%
11/13/2023 Envestnet Asset Management Inc.154,063$4.24M0.0%-4.2%3.517%
11/13/2023Wealthsource Partners LLC69,370$1.91M0.1%+31.8%1.584%
11/13/2023 Kestra Advisory Services LLC8,905$245K0.0%-11.5%0.203%
11/8/2023 Avantax Advisory Services Inc.22,619$623K0.0%N/A0.516%
11/8/2023 Moors & Cabot Inc.9,600$264K0.0%N/A0.219%
11/8/2023 Kestra Private Wealth Services LLC7,282$201K0.0%N/A0.166%
11/7/2023 Fermata Advisors LLC13,999$386K0.1%+46.9%0.320%
11/3/2023 ORG Partners LLC20,367$561K0.2%-69.4%0.465%
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11/3/2023 MGO One Seven LLC9,596$264K0.0%N/A0.219%
11/3/2023 Private Advisor Group LLC71,808$1.98M0.0%-5.4%1.639%
10/25/2023 WealthShield Partners LLC33,831$932K0.1%-22.3%0.772%
10/24/2023 Clear Creek Financial Management LLC126,735$3.49M0.6%+4.7%2.893%
10/23/2023Commonwealth Equity Services LLC8,840$244K0.0%-31.8%0.202%
10/10/2023 Silverlake Wealth Management LLC7,337$202K0.1%-13.1%0.168%
10/10/2023 National Bank of Canada FI10,011$274K0.0%+15.6%0.229%
10/10/2023 Peak Financial Advisors LLC211,447$5.83M6.3%-21.2%4.828%
8/24/2023 ProVise Management Group LLC12,844$328K0.0%-12.1%0.293%
8/15/2023 Proficio Capital Partners LLC54,365$1.39M0.2%-1.5%1.241%
8/14/2023 Prelude Capital Management LLC9,228$235K0.0%-38.5%0.211%
8/10/2023 Private Advisor Group LLC75,930$1.95M0.0%-4.8%1.734%
8/8/2023 Geneos Wealth Management Inc.4,932$126K0.0%N/A0.113%
8/4/2023 Envestnet Asset Management Inc.160,772$4.10M0.0%-15.5%3.385%
8/3/2023 WealthShield Partners LLC43,551$1.12M0.2%-11.4%0.917%
8/2/2023 Bank of Montreal Can18,024$465K0.0%N/A0.379%
8/1/2023 Truist Financial Corp36,165$922K0.0%-19.8%0.761%
7/31/2023 Dakota Wealth Management18,280$466K0.0%-86.7%0.385%
7/26/2023 Janney Montgomery Scott LLC48,308$1.23M0.0%N/A1.017%
7/26/2023 National Bank of Canada FI8,658$220K0.0%+13.4%0.182%
7/25/2023 Ameritas Advisory Services LLC11,299$290K0.0%-64.4%0.238%
7/24/2023 Fermata Advisors LLC9,530$243K0.2%N/A0.201%
7/17/2023 Wealthcare Advisory Partners LLC8,633$220K0.0%N/A0.182%
7/17/2023 Clear Creek Financial Management LLC121,073$3.10M0.5%+9.5%2.549%
7/14/2023 Aries Wealth Management22,100$564K0.2%-6.0%0.465%
7/11/2023 Peak Financial Advisors LLC268,240$6.84M5.4%-0.3%5.647%
7/10/2023 Smith Anglin Financial LLC8,237$210K0.0%-70.2%0.173%
6/1/2023 ORG Partners LLC72,622$1.70M0.4%N/A1.529%
6/1/2023 Prelude Capital Management LLC15,000$351K0.0%N/A0.316%
5/17/2023 Financial Enhancement Group LLC89,656$2.24M0.4%N/A1.724%
5/10/2023 Private Advisor Group LLC79,770$1.87M0.0%N/A1.534%
5/10/2023 Simplify Asset Management Inc.211,870$4.96M0.7%+32.8%4.074%
5/8/2023 WealthShield Partners LLC49,129$1.15M0.2%+293.1%0.945%
5/8/2023 ProVise Management Group LLC14,609$342K0.0%-13.7%0.281%
5/5/2023 Truist Financial Corp45,113$1.06M0.0%-20.6%0.868%
4/28/2023 Ameritas Advisory Services LLC31,768$746K0.0%-49.3%0.611%
4/24/2023Strategic Wealth Partners Ltd.16,505$387K0.1%N/A0.317%
4/20/2023 Clear Creek Financial Management LLC110,524$2.59M0.5%N/A2.125%
4/19/2023 Solstein Capital LLC6,010$141K0.1%-68.8%0.116%
4/19/2023 Peak Financial Advisors LLC268,967$6.30M5.3%+0.6%5.172%
4/18/2023IFP Advisors Inc1,417$36K0.0%-95.4%0.027%
4/18/2023 Stegent Equity Advisors Inc.11,487$269K0.3%-67.8%0.221%
4/17/2023 Atticus Wealth Management LLC1,154$27K0.0%N/A0.022%
4/14/2023 Dakota Wealth Management137,248$3.21M0.2%+23.6%2.639%
4/13/2023 Cambridge Advisors Inc.15,615$366K0.1%N/A0.300%
4/12/2023 National Bank of Canada FI7,637$176K0.0%N/A0.147%
4/11/2023 Smith Anglin Financial LLC27,597$646K0.1%+14.5%0.531%
4/11/2023 Mutual Advisors LLC39,129$916K0.0%+30.5%0.752%
2/10/2023 Simplify Asset Management Inc.159,566$4.15M0.6%-11.3%2.790%
2/10/2023 Ameritas Advisory Services LLC62,675$1.63M0.1%N/A1.096%
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2/10/2023 ProVise Management Group LLC16,927$440K0.0%N/A0.296%
2/10/2023Wealthsource Partners LLC52,654$1.37M0.1%N/A0.921%
2/8/2023 Dakota Wealth Management111,075$2.89M0.2%+55.7%1.942%
2/7/2023Commonwealth Equity Services LLC7,918$205K0.0%N/A0.138%
2/7/2023IFP Advisors Inc30,776$779K0.0%+1,883.0%0.538%
2/7/2023 Envestnet Asset Management Inc.198,019$5.15M0.0%-57.7%3.462%
2/7/2023Financial Architects Inc13,366$348K0.1%-44.6%0.234%
2/6/2023Brinker Capital Investments LLC7,932$206K0.0%-90.3%0.139%
2/3/2023 Ironsides Asset Advisors LLC11,465$298K0.1%N/A0.200%
2/2/2023 Solstein Capital LLC19,245$501K0.4%+13.0%0.336%
(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, 63 institutional investors and hedge funds held shares of Simplify Managed Futures Strategy ETF. The most heavily invested institutionals were Gratus Capital LLC ($14.73M), Orion Portfolio Solutions LLC ($12.97M), Raymond James & Associates ($9.65M), Clear Creek Financial Management LLC ($9.35M), Peak Financial Advisors LLC ($6.80M), Simplify Asset Management Inc. ($4.96M), and Destiny Wealth Partners LLC ($4.45M).Learn more on CTA's institutional investors.

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

Of the 61 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: Orion Portfolio Solutions LLC ($598.33K), Gratus Capital LLC ($566.49K), Envestnet Asset Management Inc. ($468.56K), Clear Creek Financial Management LLC ($374.92K), Peak Financial Advisors LLC ($330.16K), Raymond James & Associates ($329.12K), and Miracle Mile Advisors LLC ($171.45K).

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

Institutional investors have bought a total of 5,255,229 shares in the last 24 months. This purchase volume represents approximately $138.75M in transactions.

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

Of the 26 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: Envestnet Asset Management Inc. ($306.69K), Stegent Equity Advisors Inc. ($124.08K), Dakota Wealth Management ($118.97K), Private Advisor Group LLC ($86.84K), Brinker Capital Investments LLC ($73.67K), Orion Portfolio Solutions LLC ($57.65K), 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 1,125,501 shares in the last 24 months. This volume of shares sold represents approximately $28.85M in transactions.

This page (NYSEARCA:CTA) was last updated on 5/23/2024 by Staff

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