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Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

Simplify Managed Futures Strategy ETF logo
$27.27 +0.19 (+0.70%)
As of 03:41 PM 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)
131
Total
Institutional Inflows
(last 12 months)
$317.46M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$24.41M
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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
5/21/2025Geneos Wealth Management Inc.53,233$1.58M0.1%+3,282.0%0.141%
5/20/2025Belpointe Asset Management LLC191,461$5.67M0.3%N/A0.507%
5/16/2025NewEdge Advisors LLC10,828$321K0.0%N/A0.030%
5/16/2025Integrated Wealth Concepts LLC33,194$983K0.0%+88.8%0.093%
5/16/2025Clark Capital Management Group Inc.74,090$2.19M0.0%N/A0.208%
5/15/2025Royal Bank of Canada104,993$3.11M0.0%+86.3%0.295%
5/15/2025Betterment LLC19,796$586K0.0%+2.7%0.056%
5/15/2025Baird Financial Group Inc.28,350$839K0.0%N/A0.080%
5/14/2025CreativeOne Wealth LLC13,226$391K0.0%-33.1%0.037%
5/14/2025WCG Wealth Advisors LLC15,000$444K0.0%N/A0.042%
5/14/2025Luminist Capital LLC13,805$411K0.4%-10.4%0.039%
5/14/2025Comerica Bank1,262$37K0.0%-43.5%0.004%
5/14/2025Napa Wealth Management282,306$8.36M4.7%+655.5%0.792%
5/14/2025Andina Capital Management LLC50,948$1.51M1.1%+8.9%0.143%
5/13/2025Global View Capital Management LLC27,421$812K0.3%N/A0.077%
5/13/2025Steward Partners Investment Advisory LLC203,119$6.01M0.1%+37.4%0.570%
5/13/2025Cowa LLC162,302$4.80M2.0%+50.8%0.455%
5/13/2025HighTower Advisors LLC706,315$20.91M0.0%+191.2%1.981%
5/12/2025Astor Investment Management LLC170,002$5.03M2.7%-44.2%0.477%
5/12/2025Simplex Trading LLC2,369$70K0.0%N/A0.007%
5/12/2025National Bank of Canada FI22,445$664K0.0%+16.6%0.063%
5/12/2025AlphaCore Capital LLC3,471$103K0.0%N/A0.010%
5/9/2025R. W. Roge & Company Inc.77,471$2.29M1.3%N/A0.217%
5/9/2025Legacy Capital Group California Inc.41,531$1.23M0.4%-44.6%0.116%
5/9/2025Encompass More Asset Management94,217$2.79M0.8%+193.6%0.264%
5/9/2025Cary Street Partners Financial LLC28,088$831K0.0%+19.7%0.079%
5/9/2025Cumberland Partners Ltd111,979$3.32M0.3%N/A0.314%
5/8/2025Altiora Financial Group LLC392,260$11.61M2.5%+39.3%1.100%
5/8/2025Moors & Cabot Inc.14,585$432K0.0%-3.1%0.041%
5/8/2025Pasadena Private Wealth LLC540,935$16.01M3.1%+199.0%1.517%
5/8/2025Harbour Investments Inc.48,150$1.43M0.0%+178,233.3%0.135%
5/8/2025FSA Advisors Inc.61,596$1.82M1.4%+110.2%0.173%
5/7/2025LPL Financial LLC743,913$22.02M0.0%+77.0%2.087%
5/7/2025Drive Wealth Management LLC14,025$415K0.1%+3.0%0.039%
5/6/2025Avantax Advisory Services Inc.26,903$796K0.0%+23.9%0.075%
5/6/2025Brookwood Investment Group LLC13,251$392K0.1%N/A0.037%
5/6/2025AE Wealth Management LLC972,082$28.77M0.2%+47.0%2.727%
5/6/2025Advisors Preferred LLC17,487$521K0.1%N/A0.049%
5/6/2025Proficio Capital Partners LLC8,965$265K0.0%-95.4%0.025%
5/6/2025Ignite Planners LLC119,271$3.31M0.6%N/A0.335%
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5/6/2025WT Wealth Management22,195$657K0.2%+34.0%0.062%
5/5/2025IFP Advisors Inc8,102$240K0.0%+96.6%0.023%
5/5/2025Private Advisor Group LLC427,004$12.64M0.1%+695.5%1.198%
5/5/2025Nwam LLC32,633$966K0.1%-3.5%0.092%
5/5/2025Transce3nd LLC10,223$303K0.1%N/A0.029%
5/2/2025Legacy Capital Wealth Partners LLC9,926$294K0.1%-46.8%0.028%
5/2/2025Theory Financial LLC81,434$2.41M1.0%N/A0.228%
5/2/2025Capital A Wealth Management LLC290,509$8.60M9.0%N/A0.815%
5/2/2025Apollon Wealth Management LLC68,549$2.03M0.0%N/A0.192%
5/1/2025Secured Retirement Advisors LLC40,841$1.21M0.8%N/A0.115%
5/1/2025Reyes Financial Architecture Inc.4,022$119K0.1%N/A0.011%
5/1/2025CWM LLC22,583$668K0.0%+45.7%0.063%
5/1/2025Park Square Financial Group LLC2,510$74K0.1%N/A0.007%
5/1/2025Stegent Equity Advisors Inc.28,493$843K0.9%N/A0.080%
5/1/2025WESPAC Advisors LLC50,967$1.51M1.2%N/A0.143%
4/30/2025Allworth Financial LP1,201$34K0.0%N/A0.003%
4/30/2025POM Investment Strategies LLC286,194$8.47M9.9%N/A0.803%
4/30/2025Aspen Wealth Strategies LLC177,069$5.24M3.4%N/A0.497%
4/30/2025Stratos Wealth Partners LTD.72,468$2.15M0.0%N/A0.203%
4/30/2025Stratos Wealth Advisors LLC61,684$1.83M0.1%N/A0.173%
4/30/2025Stratos Investment Management LLC85,737$2.54M0.1%N/A0.240%
4/30/2025Brown Advisory Inc.8,668$257K0.0%N/A0.024%
4/30/2025Crossmark Global Holdings Inc.24,392$719K0.0%N/A0.068%
4/29/2025Raleigh Capital Management Inc.3,641$108K0.0%-45.3%0.010%
4/29/2025Envestnet Asset Management Inc.458,565$13.57M0.0%-1.5%1.286%
4/29/2025Sharp Financial Services LLC33,740$999K0.8%-13.5%0.095%
4/29/2025OneDigital Investment Advisors LLC91,951$2.72M0.0%-0.4%0.258%
4/28/2025Revisor Wealth Management LLC8,593$254K0.1%N/A0.024%
4/28/2025Longview Financial Advisors Inc.198,428$5.87M5.0%+10.3%0.557%
4/28/2025Clear Creek Financial Management LLC334,813$9.91M1.0%+1.0%0.939%
4/24/2025Cambridge Advisors Inc.19,667$582K0.1%-4.6%0.055%
4/24/2025Decker Retirement Planning Inc.14,655$434K0.3%+348.7%0.041%
4/24/2025Elevated Capital Advisors LLC192,050$5.69M1.6%+320.8%0.539%
4/24/2025Money Concepts Capital Corp172,366$5.10M0.4%N/A0.483%
4/24/2025Philip James Wealth Mangement LLC199,067$5.89M0.7%+22.8%0.558%
4/23/2025SFG Wealth Management LLC.83,189$2.46M1.2%+36.7%0.246%
4/23/2025Archford Capital Strategies LLC158,001$4.68M0.7%N/A0.467%
4/23/2025Financial Enhancement Group LLC114,297$3.22M0.5%+1.6%0.338%
4/23/2025Retirement Guys Formula LLC36,486$1.08M0.5%+218.3%0.108%
4/23/2025Continuum Advisory LLC7,184$213K0.0%+179.0%0.021%
4/22/2025Whalen Wealth Management Inc.310,696$9.20M6.1%+151.1%0.918%
4/22/2025Cambridge Investment Research Advisors Inc.266,550$7.89M0.0%+4.6%0.788%
4/22/2025PFG Investments LLC48,491$1.44M0.1%N/A0.143%
4/22/2025Advisor Resource Council237,109$6.80M0.5%N/A0.701%
4/21/2025L.M. Kohn & Company11,424$338K0.1%N/A0.034%
4/21/2025ORG Partners LLC19,349$575K0.1%+64.1%0.057%
4/21/2025CLG LLC118,805$3.52M1.2%+21.7%0.351%
4/21/2025ORG Wealth Partners LLC40,452$1.20M0.4%+23.2%0.120%
4/21/2025Beacon Capital Management LLC721,066$21.34M2.9%+94.3%2.131%
4/18/2025Optivise Advisory Services LLC61,232$1.81M1.0%+52.9%0.181%
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4/17/2025Janney Montgomery Scott LLC10,632$315K0.0%N/A0.031%
4/17/2025Authentikos Wealth Advisory LLC127,574$3.78M3.1%N/A0.377%
4/17/2025Brighton Jones LLC37,467$1.11M0.0%+37.5%0.111%
4/17/2025Dynamic Advisor Solutions LLC203,248$6.02M0.2%N/A0.601%
4/17/2025Tcfg Wealth Management LLC69,075$2.05M1.0%N/A0.204%
4/16/2025Wealth Enhancement Advisory Services LLC33,641$996K0.0%+224.0%0.099%
4/15/2025Magnolia Private Wealth LLC26,436$783K0.4%+107.3%0.078%
4/15/2025Wealthcare Advisory Partners LLC120,210$3.56M0.1%+94.3%0.355%
4/14/2025Tounjian Advisory Partners LLC12,008$355K0.1%N/A0.035%
4/14/2025Farther Finance Advisors LLC38,238$1.14M0.0%+662.8%0.113%
(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, 155 institutional investors and hedge funds held shares of Simplify Managed Futures Strategy ETF. The most heavily invested institutionals were Hernani LP ($5.06B), AE Wealth Management LLC ($28.77M), LPL Financial LLC ($22.02M), Beacon Capital Management LLC ($21.34M), HighTower Advisors LLC ($20.91M), Wells Fargo & Company MN ($18.95M), and Pasadena Private Wealth LLC ($16.01M).Learn more on Simplify Managed Futures Strategy ETF's institutional investors.

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

Of the 140 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: Beacon Capital Management LLC ($721.07K), HighTower Advisors LLC ($706.32K), Orion Portfolio Solutions LLC ($577.63K), Pasadena Private Wealth LLC ($540.94K), LPL Financial LLC ($417.54K), Private Advisor Group LLC ($409.17K), and Altiora Financial Group LLC ($392.26K).

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

Institutional investors have bought a total of 11,065,463 shares in the last 24 months. This purchase volume represents approximately $317.46M in transactions.

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

Of the 35 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: Proficio Capital Partners LLC ($184.17K), Astor Investment Management LLC ($156.61K), Miracle Mile Advisors LLC ($103.46K), Simplify Asset Management Inc. ($74.92K), Wealth Enhancement Advisory Services LLC ($58.50K), Clear Creek Financial Management LLC ($53.46K), and Orion Portfolio Solutions LLC ($34.14K).

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

Institutional investors have sold a total of 868,972 shares in the last 24 months. This volume of shares sold represents approximately $24.41M in transactions.


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This page (NYSEARCA:CTA) was last updated on 7/7/2025 by MarketBeat.com Staff
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