Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership $30.70 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Simplify Managed Futures Strategy ETF (NYSEARCA:CTA)Number ofInstitutional Buyers(last 12 months)193TotalInstitutional Inflows(last 12 months)$737.81MNumber ofInstitutional Sellers(last 12 months)86TotalInstitutional Outflows(last 12 months)$155.74M Get CTA Insider Trade Alerts Want to know when executives and insiders are buying or selling Simplify Managed Futures Strategy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data CTA Institutional Buying and Selling by Quarter Simplify Managed Futures Strategy ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/20/2026 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% Get the Latest News and Ratings for CTA and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Simplify Managed Futures Strategy ETF and its competitors with MarketBeat's FREE daily newsletter. 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% 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% Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.👉 Unlock the ticker now and get it completely free.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% 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% 2/17/2026 Clark 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% 2/17/2026 Royal Bank of Canada85,883$2.34M0.0%+5.7%0.195% 2/17/2026 Capital Financial Group Inc. Co. ADV55,798$1.52M0.8%N/A0.127% 2/16/2026 MML Investors Services LLC116,433$3.17M0.0%-36.1%0.264% 2/16/2026 Mariner LLC49,444$1.35M0.0%+14.1%0.112% 2/16/2026 Axim Planning & Wealth12,651$345K0.4%-8.8%0.029% 2/13/2026 CreativeOne Wealth LLC101,546$2.77M0.1%-18.4%0.231% 2/13/2026 Kestra Advisory Services LLC138,086$3.76M0.0%+193.3%0.313% 2/13/2026 Parkside Financial Bank & Trust1,205$33K0.0%-58.2%0.003% 2/13/2026 Stifel Financial Corp130,010$3.54M0.0%+0.9%0.295% 2/13/2026 Beacon Capital Management LLC128,295$3.50M0.5%-74.2%0.291% 2/13/2026 Advyzon Investment Management LLC12,403$338K0.0%N/A0.028% 2/13/2026 Bank of Nova Scotia66,000$1.80M0.0%N/A0.150% 2/13/2026 Integrated Wealth Concepts LLC31,423$857K0.0%-21.6%0.071% 2/13/2026 Genesis Wealth Advisors LLC10,766$293K0.2%N/A0.024% 2/13/2026 Ausdal Financial Partners Inc.13,417$366K0.0%+18.4%0.030% Your book is inside (Ad)The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.Download your copy now.2/12/2026 Jane Street Group LLC71,440$1.95M0.0%N/A0.162% 2/12/2026 Orion Porfolio Solutions LLC523,385$14.27M0.1%-0.5%1.188% 2/12/2026 Beacon Capital Management Inc.186,965$5.10M0.3%-55.0%0.424% 2/12/2026 Commonwealth Equity Services LLC29,584$806K0.0%+54.3%0.067% 2/12/2026 Ankerstar Wealth LLC5,867$160K0.2%N/A0.013% 2/12/2026 Betterment LLC20,722$565K0.0%+3.7%0.047% 2/12/2026 Andina Capital Management LLC58,184$1.59M1.0%+6.6%0.132% 2/12/2026 Altiora Financial Group LLC664,457$18.11M3.1%+35.3%1.508% 2/12/2026 Principal Securities Inc.54,970$1.50M0.0%+13.4%0.125% 2/12/2026 Resurgent Financial Advisors LLC10,669$291K0.1%-12.9%0.024% CTA Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CTA shares? During the previous two years, 250 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. Which institutional investors have been buying Simplify Managed Futures Strategy ETF's stock? Of the 236 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). How much institutional buying is happening at Simplify Managed Futures Strategy ETF? Institutional investors have bought a total of 26,430,678 shares in the last 24 months. This purchase volume represents approximately $737.81M in transactions. Which of Simplify Managed Futures Strategy ETF's major shareholders have been selling company stock? Of the 86 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). How much institutional selling is happening at Simplify Managed Futures Strategy ETF? Institutional investors have sold a total of 5,644,263 shares in the last 24 months. This volume of shares sold represents approximately $155.74M in transactions. Related Companies ALLW Major Shareholders DBMF Major Shareholders FTLS Major Shareholders ORR Major Shareholders FOXY Major Shareholders BTAL Major Shareholders FMF Major Shareholders MNA Major Shareholders WTMF Major Shareholders FAAR Major Shareholders This page (NYSEARCA:CTA) was last updated on 5/25/2026 by MarketBeat.com Staff. 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