Free Trial
→ Your book is inside (From Profits Run) (Ad)tc pixel Free CTA Stock Alerts

Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

Simplify Managed Futures Strategy ETF logo
$32.23 -0.38 (-1.17%)
As of 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)
200
Total
Institutional Inflows
(last 12 months)
$714.17M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$164.41M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CTA Institutional Buying and Selling by Quarter

Simplify Managed Futures Strategy ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/4/2026 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%
3/4/2026SHP Wealth Management17,581$479K0.0%N/A0.040%
2/19/2026Compound Planning Inc.371,201$10.12M0.3%+22.2%0.843%
2/19/2026 Axxcess 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%
2/18/2026 American 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%
2/17/2026 Private 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%
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%
2/16/2026Mariner 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%
2/13/2026 Kestra 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%
2/13/2026Bank of Nova Scotia66,000$1.80M0.0%N/A0.150%
2/13/2026Integrated Wealth Concepts LLC31,423$857K0.0%-21.6%0.071%
2/13/2026 Genesis Wealth Advisors LLC10,766$293K0.2%N/A0.024%
2/13/2026Ausdal Financial Partners Inc.13,417$366K0.0%+18.4%0.030%
2/12/2026Jane Street Group LLC71,440$1.95M0.0%N/A0.162%
2/12/2026Orion 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%
2/12/2026Ankerstar Wealth LLC5,867$160K0.2%N/A0.013%
2/12/2026Betterment LLC20,722$565K0.0%+3.7%0.047%
2/12/2026 Andina Capital Management LLC58,184$1.59M1.0%+6.6%0.132%
2/12/2026Altiora Financial Group LLC664,457$18.11M3.1%+35.3%1.508%
2/12/2026Principal Securities Inc.54,970$1.50M0.0%+13.4%0.125%
2/12/2026Resurgent Financial Advisors LLC10,669$291K0.1%-12.9%0.024%
2/12/2026Caerus Investment Advisors LLC8,930$243K0.1%N/A0.020%
2/12/2026Great Valley Advisor Group Inc.32,799$894K0.0%+20.2%0.074%
2/12/2026NDVR Inc.9,712$265K0.2%N/A0.022%
2/12/2026Cowa LLC275,014$7.50M2.3%+18.7%0.624%
2/11/2026 Signet Private Wealth LLC16,517$450K0.4%N/A0.037%
2/11/2026 J.Safra Asset Management Corp5,787$158K0.0%+10.0%0.013%
2/11/2026GWN Securities Inc.8,464$231K0.0%N/A0.019%
2/11/2026 Howard Bailey Securities LLC127,545$3.48M1.4%N/A0.290%
2/11/2026LPL Financial LLC1,072,343$29.23M0.0%+28.8%2.434%
2/11/2026 Vise Technologies Inc.91,075$2.48M0.1%+204.4%0.207%
2/10/2026WCG Wealth Advisors LLC15,275$416K0.0%N/A0.035%
2/10/2026 IAG Wealth Partners LLC811,968$22.13M2.6%+4.6%1.843%
2/10/2026Fielder Capital Group LLC417,734$11.39M2.4%+15.1%0.948%
2/10/2026Principia Wealth Advisory LLC70,899$1.93M0.5%+255.5%0.161%
2/10/2026 Pasadena Private Wealth LLC286,063$7.80M1.1%-18.7%0.649%


CTA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CTA shares?

During the previous two years, 246 institutional investors and hedge funds held shares of Simplify Managed Futures Strategy ETF. The most heavily invested institutionals were Hernani LP ($5.06B), Wealth Enhancement Advisory Services LLC ($80.16M), CWM LLC ($80.14M), Boothe Investment Group Inc. ($47.12M), LPL Financial LLC ($29.23M), Independence Wealth Advisors LLC ($28.75M), and AE Wealth Management LLC ($26.65M).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 232 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: CWM LLC ($2.93M), Wealth Enhancement Advisory Services LLC ($2.88M), Boothe Investment Group Inc. ($1.73M), Independence Wealth Advisors LLC ($951.47K), Pasadena Private Wealth LLC ($880.04K), IAG Wealth Partners LLC ($811.97K), and HighTower Advisors LLC ($749.46K).

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

Institutional investors have bought a total of 25,707,621 shares in the last 24 months. This purchase volume represents approximately $714.17M in transactions.

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

Of the 87 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 5,938,625 shares in the last 24 months. This volume of shares sold represents approximately $164.41M in transactions.


Related Companies

This page (NYSEARCA:CTA) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel
Invest in SpaceX Before IPO
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation...
NXT Wave Research | Sponsoredtc pixel
URGENT: $2 Gold Stock With Major Discovery
A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1...
Paradigm Press | Sponsoredtc pixel