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Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

Simplify Managed Futures Strategy ETF logo
$28.39 -0.55 (-1.90%)
As of 09/3/2026 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)
178
Total
Institutional Inflows
(last 12 months)
$553.31M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$130.93M
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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
8/26/2026 Principia Wealth Advisory LLC140,243$3.64M0.8%+47.1%0.248%
8/23/2026 Ameritas Advisory Services LLC94,184$2.44M0.0%N/A0.166%
8/23/2026 POM Investment Strategies LLC3,527$91K0.1%-63.1%0.006%
8/22/2026 Compass Financial Management LLC995$26K0.0%N/A0.002%
8/22/2026 Montgomery Financial Services LLC1,290$33K0.0%N/A0.002%
8/22/2026 Strive Financial Group LLC13,407$348K0.2%+9.9%0.024%
8/22/2026 Legacy Wealth Managment LLC ID17,284$448K0.2%+270.4%0.031%
8/21/2026 Andina Capital Management LLC17,202$446K0.7%-61.3%0.030%
8/21/2026 Beacon Capital Management LLC57,700$1.50M0.2%-27.4%0.102%
8/21/2026 Continuum Advisory LLC3,299$86K0.0%N/A0.006%
8/21/2026 R. W. Roge & Company Inc.73,959$1.92M0.8%-3.2%0.131%
8/21/2026 Keeler Thomas Management LLC11,028$286K0.1%N/A0.019%
8/12/2026 Compass Financial Management LLC995$26K0.0%N/A0.002%
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%0.061%
6/3/2026 Parallel Advisors LLC1,388$42K0.0%N/A0.003%
6/1/2026 Caerus 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%
5/19/2026 Western Wealth Management LLC114,544$3.46M0.1%+3.2%0.219%
5/19/2026 Bank of America Corp DE4,467,832$135.02M0.0%+336.9%8.526%
5/18/2026 Royal Bank of Canada82,411$2.49M0.0%-4.0%0.157%
5/15/2026 Cumberland Partners Ltd125,469$3.79M0.3%+13.7%0.239%
5/14/2026 Hilltop Holdings Inc.23,230$702K0.1%-37.4%0.044%
5/14/2026 Compound Planning Inc.371,633$11.23M0.3%+0.1%0.709%
5/13/2026 Cetera Investment Advisers12,155$367K0.0%-43.5%0.023%
5/13/2026 Signature Equity Partners LLC887$27K0.0%+639.2%0.002%
5/7/2026 Legacy Wealth Managment LLC ID4,666$141K0.1%N/A0.009%
5/7/2026 Parallel Advisors LLC1,388$42K0.0%N/A0.003%
5/7/2026 Financial Discovery Group Inc.116,557$3.52M8.2%N/A0.222%
5/6/2026 FSA Advisors Inc.99,716$3.01M2.0%-2.8%0.190%
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5/6/2026 Assetmark Inc.526,114$15.90M0.0%-6.7%1.004%
5/6/2026 Independent Financial Group LLC23,060$697K0.0%N/A0.044%
5/5/2026 Beaumont Financial Advisors LLC501,007$15.14M1.0%N/A0.956%
5/5/2026 Theory Financial LLC338,200$10.22M3.6%+71.5%0.645%
5/5/2026 Ethos Financial Group LLC12,613$381K0.0%-11.4%0.024%
5/5/2026 Advisors Preferred LLC8,058$244K0.0%N/A0.015%
5/5/2026 Sanctuary Advisors LLC107,759$3.26M0.0%+12.3%0.206%
5/4/2026 Legacy Capital Group California Inc.35,840$1.08M0.4%N/A0.068%
5/2/2026 CAP Partners LLC15,642$473K0.3%+5.3%0.030%
5/2/2026 R. W. Roge & Company Inc.76,423$2.31M1.1%-29.6%0.146%
5/1/2026 Fifth Third Bancorp1,431$43K0.0%N/A0.003%
5/1/2026 Darwin Wealth Management LLC59,512$1.80M0.6%-6.4%0.113%
5/1/2026 Manning & Napier Advisors LLC76,725$2.35M0.0%+101.2%0.146%
4/30/2026 Elevated Capital Advisors LLC334,840$10.12M2.5%+0.8%0.635%
4/30/2026 Kestra Advisory Services LLC208,551$6.30M0.0%+51.0%0.396%
4/30/2026 Money Concepts Capital Corp152,605$4.61M0.3%N/A0.290%
4/30/2026 IAG Wealth Partners LLC794,860$24.02M2.7%-2.1%1.508%
4/29/2026 Signet Private Wealth LLC20,337$615K0.6%+23.1%0.039%
4/28/2026 Collaborative Fund Advisors LLC73,361$2.22M1.4%N/A0.139%
4/28/2026 Ascentis 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%
4/28/2026 Latitude Advisors LLC65,785$1.99M0.9%+39.4%0.126%
4/27/2026 Capital 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%
4/27/2026 Private Advisor Group LLC125,127$3.78M0.0%-1.8%0.239%
4/27/2026 Sharp Wealth Advisory LLC53,400$1.61M0.8%-12.1%0.102%
4/25/2026 Able 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%
4/23/2026 Pasadena 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%
4/20/2026 Independence Wealth Advisors LLC951,474$28.75M15.3%+6.9%1.828%
4/20/2026 MBM Wealth Consultants LLC939$28K0.0%N/A0.002%
4/20/2026 RFG Advisory LLC54,951$1.66M0.0%+7.0%0.106%
4/17/2026 Andina Capital Management LLC44,415$1.34M1.2%-23.7%0.085%
4/17/2026 Worth Asset Management LLC25,367$767K0.3%N/A0.049%
4/17/2026 PMV 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%
3/4/2026 SHP Wealth Management17,581$479K0.0%N/A0.040%
2/19/2026 Compound Planning Inc.371,201$10.12M0.3%+22.2%0.843%
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2/19/2026 Axxcess Wealth Management LLC62,593$1.71M0.0%N/A0.142%
2/18/2026 Strive Financial Group LLC7,391$201K0.1%N/A0.017%
2/18/2026 Beacon Pointe Advisors LLC7,994$218K0.0%N/A0.018%
2/18/2026 CacheTech Inc.43,520$1.19M0.2%N/A0.099%
2/18/2026 American Trust4,141$113K0.0%N/A0.009%
2/17/2026 AQR Capital Management LLC10,998$300K0.0%N/A0.025%
2/17/2026 Cetera Investment Advisers21,517$587K0.0%-34.8%0.049%
2/17/2026 Hilltop Holdings Inc.37,087$1.01M0.1%+3.4%0.084%
2/17/2026 Osaic Holdings Inc.237,069$6.46M0.0%-9.1%0.538%
2/17/2026 Private Advisor Group LLC127,452$3.47M0.0%-80.2%0.289%


CTA Institutional Ownership - Frequently Asked Questions

During the previous two years, 254 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 240 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 19,550,479 shares in the last 24 months. This purchase volume represents approximately $553.31M in transactions.

Of the 79 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 4,719,198 shares in the last 24 months. This volume of shares sold represents approximately $130.93M in transactions.


Related Companies

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 8/26/2026. New 13F filings are added each quarter as they're published.
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