Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

$26.21

+0.40 (+1.55%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 30
Total Institutional Inflows (last 12 months): $44.28M

Number of Institutional Sellers (last 12 months): 18
Total Institutional Outflows (last 12 months): $13.49M

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CTA Institutional Buying and Selling by Quarter

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Simplify Managed Futures Strategy ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/25/2024	Clear Creek Financial Management LLC	384,923	$10.42M	1.3%	+2.7%	5.677%
7/25/2024	Aries Wealth Management	40,735	$1.10M	0.3%	+3.4%	0.601%
7/22/2024	Hobbs Group Advisors LLC	4,780	$129K	0.0%	N/A	0.071%
7/19/2024	SFG Wealth Management LLC.	51,074	$1.38M	0.8%	N/A	0.753%
7/19/2024	FMA Wealth Management LLC	36,089	$972K	0.8%	+25.3%	0.532%
7/18/2024	Miracle Mile Advisors LLC	163,137	$4.39M	0.1%	-0.5%	2.406%
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7/16/2024	ORG Partners LLC	43,829	$1.18M	0.1%	N/A	0.646%
7/16/2024	Wealth Enhancement Advisory Services LLC	10,273	$277K	0.0%	-84.7%	0.152%
7/16/2024	Andina Capital Management LLC	40,364	$1.09M	0.8%	N/A	0.595%
7/15/2024	Sharp Financial Services LLC	41,800	$1.13M	1.0%	N/A	0.617%
7/12/2024	Peak Financial Advisors LLC	284,850	$7.67M	4.4%	+4.5%	4.201%
7/11/2024	Cambridge Advisors Inc.	18,868	$508K	0.1%	+2.7%	0.278%
7/10/2024	CWM LLC	7,640	$206K	0.0%	+28.6%	0.113%
5/14/2024	CreativeOne Wealth LLC	12,911	$322K	0.0%	N/A	0.190%
5/11/2024	Ironsides Asset Advisors LLC	10,590	$264K	0.1%	+13.2%	0.156%
5/10/2024	Nwam LLC	26,257	$711K	0.1%	N/A	0.387%
5/9/2024	Orion Portfolio Solutions LLC	519,975	$12.97M	0.1%	-10.0%	7.669%
5/8/2024	Avantax Advisory Services Inc.	24,463	$610K	0.0%	-33.4%	0.361%
4/30/2024	Private Advisor Group LLC	22,554	$563K	0.0%	-63.1%	0.342%
4/26/2024	Clear Creek Financial Management LLC	374,917	$9.35M	1.2%	+26.0%	5.681%
4/18/2024	Miracle Mile Advisors LLC	163,921	$4.09M	0.1%	-4.4%	3.742%
4/16/2024	Cambridge Advisors Inc.	18,374	$458K	0.1%	+3.7%	0.419%
4/16/2024	Wealth Enhancement Advisory Services LLC	67,158	$1.68M	0.0%	N/A	1.533%
4/15/2024	Wealthcare Advisory Partners LLC	14,403	$359K	0.0%	+17.7%	0.329%
4/15/2024	Financial Enhancement Group LLC	98,007	$2.60M	0.4%	+5.7%	2.238%
4/12/2024	Peak Financial Advisors LLC	272,639	$6.80M	4.1%	+23.4%	6.225%
2/9/2024	FMA Wealth Management LLC	14,609	$345K	0.3%	N/A	0.334%
2/9/2024	Orion Portfolio Solutions LLC	577,625	$13.87M	0.2%	N/A	13.188%
2/7/2024	Avantax Advisory Services Inc.	36,721	$867K	0.0%	+62.3%	0.838%
2/6/2024	Private Advisor Group LLC	61,047	$1.44M	0.0%	-15.0%	1.394%
2/6/2024	Wealthcare Advisory Partners LLC	12,237	$289K	0.0%	+42.0%	0.279%
2/6/2024	National Bank of Canada FI	11,994	$285K	0.0%	+19.8%	0.274%
2/2/2024	Truist Financial Corp	16,252	$384K	0.0%	-56.1%	0.371%
2/1/2024	CWM LLC	6,452	$152K	0.0%	+1,754.0%	0.147%
1/29/2024	ORG Partners LLC	66,041	$1.56M	0.3%	+224.3%	1.508%
1/24/2024	Clear Creek Financial Management LLC	297,475	$7.02M	1.1%	+134.7%	6.792%
1/22/2024	Miracle Mile Advisors LLC	171,454	$4.05M	0.1%	N/A	3.914%
1/19/2024	Fermata Advisors LLC	14,891	$351K	0.1%	+6.4%	0.340%
1/18/2024	Financial Enhancement Group LLC	92,693	$2.25M	0.4%	+7.0%	2.116%
1/17/2024	Cambridge Advisors Inc.	17,710	$418K	0.1%	+13.2%	0.404%
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1/16/2024	Wealthsource Partners LLC	58,763	$1.39M	0.1%	-15.3%	1.342%
1/11/2024	Aries Wealth Management	39,320	$928K	0.3%	+21.7%	0.898%
1/10/2024	Peak Financial Advisors LLC	220,945	$5.21M	3.5%	+4.5%	5.044%
11/13/2023	Bison Wealth LLC	148,301	$4.09M	0.8%	N/A	3.386%
11/13/2023	Cambria Investment Management L.P.	45,026	$1.24M	0.1%	N/A	1.028%
11/13/2023	Envestnet Asset Management Inc.	154,063	$4.24M	0.0%	-4.2%	3.517%
11/13/2023	Wealthsource Partners LLC	69,370	$1.91M	0.1%	+31.8%	1.584%
11/13/2023	Kestra Advisory Services LLC	8,905	$245K	0.0%	-11.5%	0.203%
11/8/2023	Avantax Advisory Services Inc.	22,619	$623K	0.0%	N/A	0.516%
11/8/2023	Moors & Cabot Inc.	9,600	$264K	0.0%	N/A	0.219%
11/8/2023	Kestra Private Wealth Services LLC	7,282	$201K	0.0%	N/A	0.166%
11/7/2023	Fermata Advisors LLC	13,999	$386K	0.1%	+46.9%	0.320%
11/3/2023	ORG Partners LLC	20,367	$561K	0.2%	-69.4%	0.465%
11/3/2023	MGO One Seven LLC	9,596	$264K	0.0%	N/A	0.219%
11/3/2023	Private Advisor Group LLC	71,808	$1.98M	0.0%	-5.4%	1.639%
10/25/2023	WealthShield Partners LLC	33,831	$932K	0.1%	-22.3%	0.772%
10/24/2023	Clear Creek Financial Management LLC	126,735	$3.49M	0.6%	+4.7%	2.893%
10/23/2023	Commonwealth Equity Services LLC	8,840	$244K	0.0%	-31.8%	0.202%
10/10/2023	Silverlake Wealth Management LLC	7,337	$202K	0.1%	-13.1%	0.168%
10/10/2023	National Bank of Canada FI	10,011	$274K	0.0%	+15.6%	0.229%
10/10/2023	Peak Financial Advisors LLC	211,447	$5.83M	6.3%	-21.2%	4.828%
8/24/2023	ProVise Management Group LLC	12,844	$328K	0.0%	-12.1%	0.293%
8/15/2023	Proficio Capital Partners LLC	54,365	$1.39M	0.2%	-1.5%	1.241%
8/14/2023	Prelude Capital Management LLC	9,228	$235K	0.0%	-38.5%	0.211%
8/10/2023	Private Advisor Group LLC	75,930	$1.95M	0.0%	-4.8%	1.734%
8/8/2023	Geneos Wealth Management Inc.	4,932	$126K	0.0%	N/A	0.113%
8/4/2023	Envestnet Asset Management Inc.	160,772	$4.10M	0.0%	-15.5%	3.385%
8/3/2023	WealthShield Partners LLC	43,551	$1.12M	0.2%	-11.4%	0.917%
8/2/2023	Bank of Montreal Can	18,024	$465K	0.0%	N/A	0.379%
8/1/2023	Truist Financial Corp	36,165	$922K	0.0%	-19.8%	0.761%
7/31/2023	Dakota Wealth Management	18,280	$466K	0.0%	-86.7%	0.385%
7/26/2023	Janney Montgomery Scott LLC	48,308	$1.23M	0.0%	N/A	1.017%
7/26/2023	National Bank of Canada FI	8,658	$220K	0.0%	+13.4%	0.182%
7/25/2023	Ameritas Advisory Services LLC	11,299	$290K	0.0%	-64.4%	0.238%
7/24/2023	Fermata Advisors LLC	9,530	$243K	0.2%	N/A	0.201%
7/17/2023	Wealthcare Advisory Partners LLC	8,633	$220K	0.0%	N/A	0.182%
7/17/2023	Clear Creek Financial Management LLC	121,073	$3.10M	0.5%	+9.5%	2.549%
7/14/2023	Aries Wealth Management	22,100	$564K	0.2%	-6.0%	0.465%
7/11/2023	Peak Financial Advisors LLC	268,240	$6.84M	5.4%	-0.3%	5.647%
7/10/2023	Smith Anglin Financial LLC	8,237	$210K	0.0%	-70.2%	0.173%
6/1/2023	ORG Partners LLC	72,622	$1.70M	0.4%	N/A	1.529%
6/1/2023	Prelude Capital Management LLC	15,000	$351K	0.0%	N/A	0.316%
5/17/2023	Financial Enhancement Group LLC	89,656	$2.24M	0.4%	N/A	1.724%
5/10/2023	Private Advisor Group LLC	79,770	$1.87M	0.0%	N/A	1.534%
5/10/2023	Simplify Asset Management Inc.	211,870	$4.96M	0.7%	+32.8%	4.074%
5/8/2023	WealthShield Partners LLC	49,129	$1.15M	0.2%	+293.1%	0.945%
5/8/2023	ProVise Management Group LLC	14,609	$342K	0.0%	-13.7%	0.281%
5/5/2023	Truist Financial Corp	45,113	$1.06M	0.0%	-20.6%	0.868%
4/28/2023	Ameritas Advisory Services LLC	31,768	$746K	0.0%	-49.3%	0.611%
4/24/2023	Strategic Wealth Partners Ltd.	16,505	$387K	0.1%	N/A	0.317%
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4/20/2023	Clear Creek Financial Management LLC	110,524	$2.59M	0.5%	N/A	2.125%
4/19/2023	Solstein Capital LLC	6,010	$141K	0.1%	-68.8%	0.116%
4/19/2023	Peak Financial Advisors LLC	268,967	$6.30M	5.3%	+0.6%	5.172%
4/18/2023	IFP Advisors Inc	1,417	$36K	0.0%	-95.4%	0.027%
4/18/2023	Stegent Equity Advisors Inc.	11,487	$269K	0.3%	-67.8%	0.221%
4/17/2023	Atticus Wealth Management LLC	1,154	$27K	0.0%	N/A	0.022%
4/14/2023	Dakota Wealth Management	137,248	$3.21M	0.2%	+23.6%	2.639%
4/13/2023	Cambridge Advisors Inc.	15,615	$366K	0.1%	N/A	0.300%
4/12/2023	National Bank of Canada FI	7,637	$176K	0.0%	N/A	0.147%
4/11/2023	Smith Anglin Financial LLC	27,597	$646K	0.1%	+14.5%	0.531%

(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, 67 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), Clear Creek Financial Management LLC ($10.42M), Raymond James & Associates ($9.65M), Peak Financial Advisors LLC ($7.67M), 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 65 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 ($384.92K), Peak Financial Advisors LLC ($342.37K), 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 5,424,654 shares in the last 24 months. This purchase volume represents approximately $143.28M in transactions.

Which Simplify Managed Futures Strategy ETF major shareholders have been selling company stock?: Of the 27 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 1,183,170 shares in the last 24 months. This volume of shares sold represents approximately $30.40M in transactions.