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Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

Simplify Managed Futures Strategy ETF logo
$29.72 -0.25 (-0.83%)
As of 11:47 AM 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)
183
Total
Institutional Inflows
(last 12 months)
$571.68M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$133.72M
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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
10/14/2026Virginia Estate & Retirement Planning Advisors Inc.121,790$3.51M4.4%N/A0.269%
10/14/2026XY Planning Network Inc.15,542$448K0.0%+93.3%0.034%
10/13/2026Sax Wealth Advisors LLC104,206$3.01M0.1%N/A0.225%
10/13/2026ALM First Financial Advisors LLC190,286$5.49M0.8%N/A0.411%
10/13/2026Stegent Equity Advisors Inc.16,197$467K0.4%N/A0.035%
10/13/2026Fermata Advisors LLC43,252$1.25M0.2%+4.4%0.093%
10/13/2026NorthCrest Asset Manangement LLC191,927$5.64M0.1%+4.5%0.414%
10/10/2026Roan Capital Partners96,910$2.80M2.1%+0.5%0.208%
10/9/2026Longview Financial Advisors Inc.243,004$7.01M4.1%+2.6%0.522%
10/8/2026Financial Enhancement Group LLC29,896$860K0.1%N/A0.064%
10/8/2026Farther Finance Advisors LLC91,565$2.64M0.0%+62.6%0.197%
10/8/2026Whalen Wealth Management Inc.39,743$1.15M0.5%N/A0.085%
10/8/2026City Center Advisors LLC23,925$690K0.5%+19.2%0.051%
10/7/2026Wealth Enhancement Trust Services Inc.69,306$2.00M0.2%+14.6%0.151%
10/7/2026Worth Asset Management LLC7,124$205K0.1%N/A0.016%
10/6/2026Legacy Private Trust Co.10,000$288K0.0%N/A0.022%
10/2/2026 Private Client Services LLC177,270$5.11M1.4%N/A0.392%
10/2/2026 Global Wealth Strategies & Associates33,298$960K0.2%-3.1%0.074%
9/23/2026Envestnet Asset Management Inc.1,160,469$30.10M0.0%-9.0%2.382%
9/9/2026Tidal Investments LLC20,938$543K0.0%+20.4%0.037%
9/9/2026Archford Capital Strategies LLC9,903$257K0.0%-4.8%0.017%
9/9/2026Integrated Wealth Concepts LLC42,153$1.09M0.0%-8.8%0.074%
9/9/2026IFP Advisors Inc3,312$86K0.0%-37.3%0.006%
9/9/2026Baird Financial Group Inc.84,463$2.19M0.0%+25.8%0.149%
9/9/2026XY Planning Network Inc.8,042$209K0.0%N/A0.014%
9/8/2026Allworth Financial LP1,468$38K0.0%-55.6%0.003%
8/26/2026Principia Wealth Advisory LLC140,243$3.64M0.8%+47.1%0.248%
8/23/2026Ameritas Advisory Services LLC94,184$2.44M0.0%N/A0.166%
8/23/2026POM Investment Strategies LLC3,527$91K0.1%-63.1%0.006%
8/22/2026Compass Financial Management LLC995$26K0.0%N/A0.002%
8/22/2026Montgomery Financial Services LLC1,290$33K0.0%N/A0.002%
8/22/2026Strive Financial Group LLC13,407$348K0.2%+9.9%0.024%
8/22/2026Legacy Wealth Managment LLC ID17,284$448K0.2%+270.4%0.031%
8/21/2026Andina Capital Management LLC17,202$446K0.7%-61.3%0.030%
8/21/2026Beacon Capital Management LLC57,700$1.50M0.2%-27.4%0.102%
8/21/2026Continuum Advisory LLC3,299$86K0.0%N/A0.006%
8/21/2026R. W. Roge & Company Inc.73,959$1.92M0.8%-3.2%0.131%
8/21/2026Keeler Thomas Management LLC11,028$286K0.1%N/A0.019%
8/12/2026Compass Financial Management LLC995$26K0.0%N/A0.002%
7/10/2026Wealthcare Advisory Partners LLC77,059$2.00M0.0%-5.8%0.133%
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7/9/2026Ferguson Shapiro LLC372,915$9.67M2.8%-7.4%0.642%
7/9/2026Professional Financial Advisors LLC77,564$2.01M0.3%+1.5%0.134%
7/9/2026Deane Retirement Strategies Inc.597,723$15.51M6.6%+49.7%1.030%
7/9/2026Roan Capital Partners96,417$2.50M2.1%+126.0%0.166%
7/7/2026Fermata Advisors LLC41,438$1.08M0.2%-6.4%0.071%
7/7/2026Dynamic Advisor Solutions LLC130,771$3.39M0.1%+10.9%0.225%
7/7/2026Financial Enhancement Group LLC29,274$759K0.1%+5.9%0.050%
7/7/2026City Center Advisors LLC20,070$521K0.4%-2.3%0.035%
7/6/2026 Private Client Services LLC192,774$5.00M1.3%N/A0.331%
7/6/2026Longview Financial Advisors Inc.236,837$6.14M3.6%+14.8%0.407%
7/1/2026 Global Wealth Strategies & Associates34,371$892K0.2%+7.8%0.061%
6/3/2026Parallel Advisors LLC1,388$42K0.0%N/A0.003%
6/1/2026Caerus Investment Advisors LLC7,730$234K0.1%-13.4%0.015%
5/20/2026Boothe Investment Group Inc.1,738,929$52.55M16.9%+0.6%3.319%
5/19/2026Western Wealth Management LLC114,544$3.46M0.1%+3.2%0.219%
5/19/2026Bank of America Corp DE4,467,832$135.02M0.0%+336.9%8.526%
5/18/2026Royal Bank of Canada82,411$2.49M0.0%-4.0%0.157%
5/15/2026Cumberland Partners Ltd125,469$3.79M0.3%+13.7%0.239%
5/14/2026Hilltop Holdings Inc.23,230$702K0.1%-37.4%0.044%
5/14/2026Compound Planning Inc.371,633$11.23M0.3%+0.1%0.709%
5/13/2026Cetera Investment Advisers12,155$367K0.0%-43.5%0.023%
5/13/2026Signature Equity Partners LLC887$27K0.0%+639.2%0.002%
5/7/2026Legacy Wealth Managment LLC ID4,666$141K0.1%N/A0.009%
5/7/2026Parallel Advisors LLC1,388$42K0.0%N/A0.003%
5/7/2026Financial Discovery Group Inc.116,557$3.52M8.2%N/A0.222%
5/6/2026FSA Advisors Inc.99,716$3.01M2.0%-2.8%0.190%
5/6/2026Assetmark Inc.526,114$15.90M0.0%-6.7%1.004%
5/6/2026Independent Financial Group LLC23,060$697K0.0%N/A0.044%
5/5/2026Beaumont Financial Advisors LLC501,007$15.14M1.0%N/A0.956%
5/5/2026Theory Financial LLC338,200$10.22M3.6%+71.5%0.645%
5/5/2026Ethos Financial Group LLC12,613$381K0.0%-11.4%0.024%
5/5/2026Advisors Preferred LLC8,058$244K0.0%N/A0.015%
5/5/2026Sanctuary Advisors LLC107,759$3.26M0.0%+12.3%0.206%
5/4/2026Legacy Capital Group California Inc.35,840$1.08M0.4%N/A0.068%
5/2/2026CAP Partners LLC15,642$473K0.3%+5.3%0.030%
5/2/2026R. W. Roge & Company Inc.76,423$2.31M1.1%-29.6%0.146%
5/1/2026Fifth Third Bancorp1,431$43K0.0%N/A0.003%
5/1/2026Darwin Wealth Management LLC59,512$1.80M0.6%-6.4%0.113%
5/1/2026Manning & Napier Advisors LLC76,725$2.35M0.0%+101.2%0.146%
4/30/2026Elevated Capital Advisors LLC334,840$10.12M2.5%+0.8%0.635%
4/30/2026Kestra Advisory Services LLC208,551$6.30M0.0%+51.0%0.396%
4/30/2026Money Concepts Capital Corp152,605$4.61M0.3%N/A0.290%
4/30/2026IAG Wealth Partners LLC794,860$24.02M2.7%-2.1%1.508%
4/29/2026Signet Private Wealth LLC20,337$615K0.6%+23.1%0.039%
4/28/2026Collaborative Fund Advisors LLC73,361$2.22M1.4%N/A0.139%
4/28/2026Ascentis Independent Advisors7,249$219K0.0%N/A0.014%
4/28/2026B.O.S.S. Retirement Advisors LLC109,558$3.31M1.0%+3.9%0.209%
4/28/2026Raleigh Capital Management Inc.3,185$96K0.0%N/A0.006%
4/28/2026Latitude Advisors LLC65,785$1.99M0.9%+39.4%0.126%
4/27/2026Capital Financial Group Inc. Co. ADV60,559$1.83M1.0%+8.5%0.116%
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4/27/2026Simplify Asset Management Inc.151,381$4.58M0.1%N/A0.289%
4/27/2026PFG Investments LLC41,361$1.25M0.1%+20.2%0.079%
4/27/2026Private Advisor Group LLC125,127$3.78M0.0%-1.8%0.239%
4/27/2026Sharp Wealth Advisory LLC53,400$1.61M0.8%-12.1%0.102%
4/25/2026Able Wealth Management LLC16,901$511K0.1%-6.8%0.032%
4/24/2026Secured Retirement Advisors LLC38,702$1.17M0.7%-17.0%0.074%
4/24/2026Ferguson Shapiro LLC402,709$12.17M3.7%+4.5%0.769%
4/23/2026Networth Advisors LLC40,532$1.23M0.9%+16.9%0.077%
4/23/2026Peak Financial Advisors LLC430,361$13.01M5.8%-26.2%0.822%
4/23/2026Apollon Wealth Management LLC98,295$2.97M0.0%+116.0%0.188%


CTA Institutional Ownership - Frequently Asked Questions

During the previous two years, 260 institutional investors and hedge funds held shares of Simplify Managed Futures Strategy ETF. The most heavily invested institutionals were Hernani LP ($5.06B), Bank of America Corp DE ($135.02M), Wealth Enhancement Advisory Services LLC ($80.16M), CWM LLC ($80.14M), Boothe Investment Group Inc. ($52.55M), Envestnet Asset Management Inc. ($30.10M), and LPL Financial LLC ($29.23M).Learn more on Simplify Managed Futures Strategy ETF's institutional investors.

Of the 246 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: Bank of America Corp DE ($3.46M), CWM LLC ($2.92M), Wealth Enhancement Advisory Services LLC ($2.88M), Boothe Investment Group Inc. ($1.74M), Independence Wealth Advisors LLC ($951.47K), Pasadena Private Wealth LLC ($880.04K), and IAG Wealth Partners LLC ($811.97K).

Institutional investors have bought a total of 20,185,095 shares in the last 24 months. This purchase volume represents approximately $571.68M in transactions.

Of the 81 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: Bank of America Corp DE ($803.80K), Beacon Capital Management LLC ($636.78K), Private Advisor Group LLC ($523.91K), Pasadena Private Wealth LLC ($356.36K), AE Wealth Management LLC ($308.49K), Beacon Capital Management Inc. ($228.17K), and Dynamic Advisor Solutions LLC ($208.02K).

Institutional investors have sold a total of 4,827,680 shares in the last 24 months. This volume of shares sold represents approximately $133.72M in transactions.


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Institutional ownership data for NYSEARCA:CTA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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