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Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

Simplify Managed Futures Strategy ETF logo
$29.76 -0.04 (-0.13%)
Closing price 02/21/2025 04:10 PM Eastern
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$30.47 +0.71 (+2.39%)
As of 02/21/2025 05:57 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)
82
Total
Institutional Inflows
(last 12 months)
$122.23M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$14.98M
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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
2/18/2025 CSS LLC IL74,764$2.09M0.1%+83.6%1.103%
2/17/2025 Napa Wealth Management37,367$1.04M0.5%-16.3%0.551%
2/17/2025 CoreCap Advisors LLC1,986$55K0.0%+94.1%0.029%
2/17/2025 Cary Street Partners Financial LLC23,460$654K0.0%N/A0.346%
2/14/2025 Comerica Bank2,232$62K0.0%+111,500.0%0.033%
2/14/2025 Betterment LLC19,279$538K0.0%+5.1%0.284%
2/14/2025 Integrated Wealth Concepts LLC17,585$490K0.0%N/A0.259%
2/14/2025 IHT Wealth Management LLC19,263$537K0.0%N/A0.284%
2/14/2025 OneDigital Investment Advisors LLC92,345$2.58M0.0%+8.0%1.362%
2/14/2025 Optivise Advisory Services LLC40,041$1.12M0.6%-1.6%0.591%
2/14/2025 MML Investors Services LLC100,874$2.81M0.0%N/A1.488%
2/14/2025 GeoWealth Management LLC22,733$634K0.0%-19.7%0.335%
2/13/2025 CreativeOne Wealth LLC19,782$552K0.0%-52.8%0.292%
2/13/2025 Bessemer Group Inc.10,000$279K0.0%-4.8%0.147%
2/13/2025 Advisory Services Network LLC12,413$346K0.0%N/A0.183%
2/13/2025 Envestnet Asset Management Inc.465,421$12.98M0.0%+28.9%6.865%
2/13/2025 Wells Fargo & Company MN679,605$18.95M0.0%-2.4%10.024%
2/12/2025 National Bank of Canada FI19,244$537K0.0%+17.7%0.284%
2/12/2025 CIBC Private Wealth Group LLC1,414$39K0.0%-37.3%0.021%
2/12/2025 Orion Portfolio Solutions LLC453,676$12.65M0.1%-4.4%6.691%
2/11/2025 LPL Financial LLC420,341$11.72M0.0%+28.8%6.200%
2/11/2025 Simplify Asset Management Inc.140,378$3.92M0.2%+159.4%2.070%
2/10/2025 GWN Securities Inc.90,804$2.62M0.7%N/A1.339%
2/10/2025 Commonwealth Equity Services LLC16,061$448K0.0%+8.7%0.237%
2/10/2025 Avantax Advisory Services Inc.21,709$605K0.0%+12.7%0.320%
2/10/2025 Farther Finance Advisors LLC5,013$140K0.0%+72.9%0.074%
2/7/2025 HighTower Advisors LLC242,547$6.77M0.0%+1.5%3.577%
2/7/2025 Moors & Cabot Inc.15,050$420K0.0%+12.3%0.222%
2/7/2025 Altiora Financial Group LLC281,631$7.86M1.7%+131.5%4.154%
2/6/2025 Ethos Financial Group LLC121,466$3.39M0.4%N/A1.792%
2/6/2025 Proficio Capital Partners LLC193,138$5.39M0.1%N/A2.849%
2/6/2025 Atria Investments Inc112,831$3.15M0.0%-6.2%1.664%
2/6/2025 Steward Partners Investment Advisory LLC147,872$4.12M0.0%+41.8%2.181%
2/5/2025 Proficio Capital Partners LLC193,138$5.39M0.0%N/A2.849%
2/5/2025 WT Wealth Management16,562$462K0.1%+41.3%0.244%
2/5/2025 New York Life Investment Management LLC84,812$2.37M0.0%+26.5%1.251%
2/5/2025 Nwam LLC33,824$943K0.1%+12.7%0.499%
2/5/2025 Magnolia Private Wealth LLC12,755$356K0.2%N/A0.188%
2/4/2025 Bank of New York Mellon Corp10,080$281K0.0%-3.6%0.149%
2/4/2025 World Equity Group Inc.11,158$311K0.1%N/A0.165%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

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2/3/2025 Cowa LLC107,657$3.00M1.4%N/A1.588%
2/3/2025 Lloyd Advisory Services LLC.7,964$222K0.1%-4.2%0.117%
2/3/2025 Legacy Capital Group California Inc.75,005$2.09M0.6%+2.7%1.106%
2/3/2025 Private Advisor Group LLC53,675$1.50M0.0%+128.8%0.792%
2/3/2025 Pasadena Private Wealth LLC180,934$5.05M1.0%N/A2.669%
2/3/2025 Longview Financial Advisors Inc.179,828$5.02M4.0%+6.3%2.652%
1/31/2025 Kestra Investment Management LLC1,491$42K0.0%N/A0.022%
1/31/2025 Truist Financial Corp19,975$557K0.0%+4.3%0.295%
1/31/2025 Philip James Wealth Mangement LLC162,107$4.52M0.6%N/A2.391%
1/30/2025 Legacy Capital Wealth Partners LLC18,643$520K0.1%-3.0%0.275%
1/30/2025 Beacon Capital Management LLC371,017$10.35M1.3%N/A5.472%
1/30/2025 Aries Wealth Management51,235$1.43M0.4%+15.3%0.756%
1/29/2025 Howard Bailey Securities LLC8,379$234K0.1%-5.8%0.124%
1/29/2025 Retirement Guys Formula LLC11,464$320K0.2%N/A0.169%
1/23/2025 New Wave Wealth Advisors LLC2,841$79K0.0%N/A0.042%
1/23/2025 FSA Advisors Inc.29,306$817K1.0%N/A0.432%
1/22/2025 Astor Investment Management LLC304,493$8.49M4.4%-6.8%4.491%
1/22/2025 Drive Wealth Management LLC13,622$380K0.1%N/A0.201%
1/21/2025 Andina Capital Management LLC46,782$1.31M1.1%-6.3%0.690%
1/21/2025 B.O.S.S. Retirement Advisors LLC14,453$403K0.1%N/A0.213%
1/21/2025 Geneos Wealth Management Inc.1,574$44K0.0%+214.8%0.023%
1/21/2025 Encompass More Asset Management32,090$895K0.3%N/A0.473%
1/21/2025 Brighton Jones LLC27,251$760K0.0%+39.5%0.402%
1/17/2025 Whalen Wealth Management Inc.123,740$3.45M2.4%N/A1.825%
1/17/2025 Sharp Financial Services LLC39,000$1.09M0.8%-13.7%0.575%
1/16/2025 SFG Wealth Management LLC.60,869$1.70M0.9%+27.3%0.898%
1/15/2025 Wealthcare Advisory Partners LLC61,867$1.73M0.0%+110.8%0.912%
1/15/2025 Decker Retirement Planning Inc.3,266$91K0.1%N/A0.048%
1/15/2025 Fermata Advisors LLC19,849$554K0.1%+29.3%0.293%
1/14/2025 Financial Enhancement Group LLC112,498$3.23M0.5%+25.5%1.659%
1/14/2025 Peak Financial Advisors LLC324,683$9.06M4.7%+3.1%4.789%
1/13/2025 Elevated Capital Advisors LLC45,639$1.27M0.3%N/A0.673%
1/13/2025 Mid American Wealth Advisory Group Inc.17,336$484K0.3%N/A0.256%
1/10/2025 ORG Wealth Partners LLC32,836$916K0.3%+2.2%0.484%
1/10/2025 ORG Partners LLC11,792$329K0.0%-4.0%0.174%
1/2/2025 Global Wealth Strategies & Associates38,533$1.08M0.3%N/A0.568%
11/15/2024 Orion Portfolio Solutions LLC474,357$12.33M0.3%-2.8%6.996%
11/15/2024 National Bank of Canada FI16,354$425K0.0%-2.2%0.241%
11/15/2024 Jane Street Group LLC33,962$883K0.0%N/A0.501%
11/15/2024 Hernani LP98,212$5.06B39.3%N/A1.449%
11/15/2024 HighTower Advisors LLC239,038$6.21M0.0%N/A3.526%
11/14/2024 CreativeOne Wealth LLC41,892$1.09M0.0%+94.0%0.618%
11/12/2024 Optivise Advisory Services LLC40,698$1.06M0.6%N/A0.600%
11/12/2024 Nwam LLC30,011$780K0.0%N/A0.443%
11/12/2024 Altiora Financial Group LLC121,670$3.16M0.7%N/A1.795%
11/8/2024 Moors & Cabot Inc.13,400$348K0.0%+70.7%0.198%
11/8/2024 Prospera Private Wealth LLC9,190$239K0.0%N/A0.136%
11/7/2024 Napa Wealth Management44,646$1.16M0.5%N/A0.658%
11/6/2024 Simplify Asset Management Inc.54,118$1.41M0.1%-32.3%0.798%
11/6/2024 OneDigital Investment Advisors LLC85,514$2.22M0.0%+51.7%1.261%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

You MUST act before March 17th.
11/4/2024 Axxcess Wealth Management LLC10,235$266K0.0%N/A0.151%
11/4/2024 Legacy Capital Wealth Partners LLC19,228$500K0.1%N/A0.284%
11/1/2024 Atria Investments Inc120,296$3.13M0.0%+939.5%1.774%
11/1/2024 SFG Wealth Management LLC.47,809$1.24M0.7%-6.4%0.705%
10/31/2024 Financial Enhancement Group LLC89,656$2.24M0.4%-10.1%1.322%
10/29/2024 Clear Creek Financial Management LLC331,465$8.62M1.0%-13.9%4.889%
10/29/2024 Farther Finance Advisors LLC2,900$75K0.0%N/A0.043%
10/25/2024 Great Diamond Partners LLC12,349$321K0.1%N/A0.182%
10/25/2024 Andina Capital Management LLC49,903$1.30M1.0%+23.6%0.736%
10/24/2024 Astor Investment Management LLC326,615$8.49M4.1%N/A4.817%
(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, 111 institutional investors and hedge funds held shares of Simplify Managed Futures Strategy ETF. The most heavily invested institutionals were Hernani LP ($5.06B), Wells Fargo & Company MN ($18.95M), Envestnet Asset Management Inc. ($12.98M), Orion Portfolio Solutions LLC ($12.65M), LPL Financial LLC ($11.72M), Beacon Capital Management LLC ($10.35M), and Peak Financial Advisors LLC ($9.06M).Learn more on CTA's institutional investors.

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

Of the 98 institutional investors that purchased Simplify Managed Futures Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orion Portfolio Solutions LLC ($577.63K), Proficio Capital Partners LLC ($386.28K), Clear Creek Financial Management LLC ($384.92K), Beacon Capital Management LLC ($371.02K), Astor Investment Management LLC ($326.62K), Altiora Financial Group LLC ($281.63K), and HighTower Advisors LLC ($242.55K).

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

Institutional investors have bought a total of 6,449,197 shares in the last 24 months. This purchase volume represents approximately $169.20M in transactions.

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

Of the 45 institutional investors that sold Simplify Managed Futures Strategy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dakota Wealth Management ($118.97K), Orion Portfolio Solutions LLC ($91.79K), Miracle Mile Advisors LLC ($84.24K), ORG Partners LLC ($78.26K), Simplify Asset Management Inc. ($74.92K), Peak Financial Advisors LLC ($57.52K), and Private Advisor Group LLC ($57.22K).

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

Institutional investors have sold a total of 1,069,360 shares in the last 24 months. This volume of shares sold represents approximately $27.71M in transactions.


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This page (NYSEARCA:CTA) was last updated on 2/22/2025 by MarketBeat.com Staff
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