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Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

Simplify Managed Futures Strategy ETF logo
$28.12 -0.54 (-1.88%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
191
Total
Institutional Inflows
(last 12 months)
$647.93M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$143.25M
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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
7/10/2026 Wealthcare Advisory Partners LLC77,059$2.00M0.0%-5.8%0.133%
7/9/2026 Ferguson Shapiro LLC372,915$9.67M2.8%-7.4%0.642%
7/9/2026 Professional Financial Advisors LLC77,564$2.01M0.3%+1.5%0.134%
7/9/2026 Deane Retirement Strategies Inc.597,723$15.51M6.6%+49.7%1.030%
7/9/2026 Roan Capital Partners96,417$2.50M2.1%+126.0%0.166%
7/7/2026 Fermata Advisors LLC41,438$1.08M0.2%-6.4%0.071%
7/7/2026 Dynamic Advisor Solutions LLC130,771$3.39M0.1%+10.9%0.225%
7/7/2026 Financial Enhancement Group LLC29,274$759K0.1%+5.9%0.050%
7/7/2026 City Center Advisors LLC20,070$521K0.4%-2.3%0.035%
7/6/2026 Private Client Services LLC192,774$5.00M1.3%N/A0.331%
7/6/2026 Longview Financial Advisors Inc.236,837$6.14M3.6%+14.8%0.407%
7/1/2026 Global Wealth Strategies & Associates34,371$892K0.2%+7.8%0.066%
6/3/2026Parallel Advisors LLC1,388$42K0.0%N/A0.003%
6/1/2026Caerus Investment Advisors LLC7,730$234K0.1%-13.4%0.015%
5/20/2026 Boothe 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%
5/7/2026 Financial 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%
5/6/2026 Independent 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%
5/1/2026 Darwin 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%
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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%
4/28/2026 B.O.S.S. Retirement Advisors LLC109,558$3.31M1.0%+3.9%0.209%
4/28/2026 Raleigh 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%
4/27/2026 Simplify Asset Management Inc.151,381$4.58M0.1%N/A0.289%
4/27/2026 PFG 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%
4/24/2026 Secured Retirement Advisors LLC38,702$1.17M0.7%-17.0%0.074%
4/24/2026 Ferguson Shapiro LLC402,709$12.17M3.7%+4.5%0.769%
4/23/2026 Networth Advisors LLC40,532$1.23M0.9%+16.9%0.077%
4/23/2026 Peak Financial Advisors LLC430,361$13.01M5.8%-26.2%0.822%
4/23/2026 Apollon Wealth Management LLC98,295$2.97M0.0%+116.0%0.188%
4/23/2026Pasadena Private Wealth LLC523,677$15.83M2.2%+83.1%1.000%
4/21/2026 Decker Retirement Planning Inc.12,464$377K0.2%-9.0%0.024%
4/21/2026 LifeWealth Investments LLC7,679$232K0.1%N/A0.015%
4/21/2026 Fiduciary Alliance LLC142,201$4.17M0.3%+149.1%0.273%
4/20/2026 Longview Financial Advisors Inc.206,383$6.24M3.8%+8.2%0.397%
4/20/2026 Financial Enhancement Group LLC27,648$785K0.1%N/A0.053%
4/20/2026Independence Wealth Advisors LLC951,474$28.75M15.3%+6.9%1.828%
4/20/2026MBM Wealth Consultants LLC939$28K0.0%N/A0.002%
4/20/2026 RFG Advisory LLC54,951$1.66M0.0%+7.0%0.106%
4/17/2026Andina Capital Management LLC44,415$1.34M1.2%-23.7%0.085%
4/17/2026 Worth Asset Management LLC25,367$767K0.3%N/A0.049%
4/17/2026PMV Capital Advisers LLC138,001$4.17M7.0%+5.5%0.265%
4/16/2026 Upper Left Wealth Management LLC132,990$4.02M2.4%+11.7%0.256%
4/16/2026 Cambridge Advisors Inc.21,154$639K0.1%-11.2%0.041%
3/4/2026SHP Wealth Management17,581$479K0.0%N/A0.040%
2/19/2026Compound Planning Inc.371,201$10.12M0.3%+22.2%0.843%
2/19/2026Axxcess Wealth Management LLC62,593$1.71M0.0%N/A0.142%
2/18/2026Strive Financial Group LLC7,391$201K0.1%N/A0.017%
2/18/2026Beacon Pointe Advisors LLC7,994$218K0.0%N/A0.018%
2/18/2026CacheTech Inc.43,520$1.19M0.2%N/A0.099%
2/18/2026American Trust4,141$113K0.0%N/A0.009%
2/17/2026AQR Capital Management LLC10,998$300K0.0%N/A0.025%
2/17/2026Cetera Investment Advisers21,517$587K0.0%-34.8%0.049%
2/17/2026Hilltop Holdings Inc.37,087$1.01M0.1%+3.4%0.084%
2/17/2026Osaic Holdings Inc.237,069$6.46M0.0%-9.1%0.538%
2/17/2026Private Advisor Group LLC127,452$3.47M0.0%-80.2%0.289%
2/17/2026Clark Capital Management Group Inc.337,101$9.19M0.1%+1.8%0.765%
2/17/2026&PARTNERS472,825$12.89M0.1%+4,691.0%1.073%
2/17/2026Royal Bank of Canada85,883$2.34M0.0%+5.7%0.195%
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2/17/2026Capital Financial Group Inc. Co. ADV55,798$1.52M0.8%N/A0.127%
2/16/2026MML Investors Services LLC116,433$3.17M0.0%-36.1%0.264%
2/16/2026Mariner LLC49,444$1.35M0.0%+14.1%0.112%
2/16/2026Axim Planning & Wealth12,651$345K0.4%-8.8%0.029%
2/13/2026CreativeOne Wealth LLC101,546$2.77M0.1%-18.4%0.231%
2/13/2026Kestra Advisory Services LLC138,086$3.76M0.0%+193.3%0.313%
2/13/2026Parkside Financial Bank & Trust1,205$33K0.0%-58.2%0.003%
2/13/2026Stifel Financial Corp130,010$3.54M0.0%+0.9%0.295%
2/13/2026Beacon Capital Management LLC128,295$3.50M0.5%-74.2%0.291%
2/13/2026Advyzon Investment Management LLC12,403$338K0.0%N/A0.028%


CTA Institutional Ownership - Frequently Asked Questions

During the previous two years, 251 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), LPL Financial LLC ($29.23M), and Independence Wealth Advisors LLC ($28.75M).Learn more on Simplify Managed Futures Strategy ETF's institutional investors.

Of the 237 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 ($2.93M), 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 23,083,772 shares in the last 24 months. This purchase volume represents approximately $647.93M in transactions.

Of the 84 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 ($614.95K), Private Advisor Group LLC ($523.91K), Orion Porfolio Solutions LLC ($398.83K), Pasadena Private Wealth LLC ($356.36K), AE Wealth Management LLC ($308.49K), and Beacon Capital Management Inc. ($228.17K).

Institutional investors have sold a total of 5,178,029 shares in the last 24 months. This volume of shares sold represents approximately $143.25M in transactions.


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This page (NYSEARCA:CTA) was last updated on 7/25/2026 by MarketBeat.com Staff.
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