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Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

$26.92
+0.17 (+0.64%)
(As of 11/1/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Simplify Managed Futures Strategy ETF (NYSEARCA:CTA)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$61.19M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$13.32M
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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
11/1/2024Atria Investments Inc120,296$3.13M0.0%+939.5%1.774%
11/1/2024SFG 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%
10/24/2024 Wealth Enhancement Advisory Services LLC12,001$312K0.0%+16.8%0.177%
10/23/2024 Legacy Capital Group California Inc.72,998$1.90M0.6%N/A1.077%
10/23/2024 Cambridge Advisors Inc.20,585$535K0.1%+9.1%0.304%
10/22/2024 Private Advisor Group LLC23,464$610K0.0%+31.6%0.346%
10/22/2024 WT Wealth Management11,720$314K0.1%N/A0.173%
10/21/2024 Raleigh Capital Management Inc.6,589$171K0.1%N/A0.097%
10/19/2024 Longview Financial Advisors Inc.169,099$4.40M3.2%+2.5%2.494%
10/16/2024 Longview Financial Advisors Inc.156,321$4.06M3.7%-5.2%2.306%
10/15/2024 FMA Wealth Management LLC39,874$1.04M0.8%+10.5%0.588%
10/11/2024 ORG Partners LLC12,283$320K0.1%-72.0%0.181%
10/11/2024 ORG Wealth Partners LLC32,125$835K0.3%N/A0.474%
10/10/2024 Lloyd Advisory Services LLC.8,316$216K0.1%N/A0.123%
10/10/2024 Peak Financial Advisors LLC314,910$8.19M4.2%+10.6%4.645%
10/8/2024 CWM LLC11,756$306K0.0%+53.9%0.173%
10/7/2024 Miracle Mile Advisors LLC87,218$2.27M0.1%-46.5%1.286%
8/13/2024Simplify Asset Management Inc.79,883$2.15M0.1%-38.1%1.178%
8/12/2024 Brighton Jones LLC19,320$520K0.0%+73.6%0.285%
8/8/2024Envestnet Asset Management Inc.78,409$2.11M0.0%-8.6%1.156%
8/3/2024National Bank of Canada FI16,727$449K0.0%+8.0%0.247%
8/2/2024 Financial Enhancement Group LLC99,779$2.58M0.4%+1.8%1.472%
8/2/2024 Ferguson Shapiro LLC9,549$257K0.1%N/A0.141%
7/31/2024Commonwealth Equity Services LLC23,586$635K0.0%+180.0%0.348%
7/25/2024 Clear Creek Financial Management LLC384,923$10.42M1.3%+2.7%5.677%
7/25/2024 Aries Wealth Management40,735$1.10M0.3%+3.4%0.601%
7/22/2024Hobbs Group Advisors LLC4,780$129K0.0%N/A0.071%
7/19/2024SFG Wealth Management LLC.51,074$1.38M0.8%N/A0.753%
7/19/2024 FMA Wealth Management LLC36,089$972K0.8%+25.3%0.532%
7/18/2024 Miracle Mile Advisors LLC163,137$4.39M0.1%-0.5%2.406%
7/16/2024 ORG Partners LLC43,829$1.18M0.1%N/A0.646%
7/16/2024 Wealth Enhancement Advisory Services LLC10,273$277K0.0%-84.7%0.152%
7/16/2024 Andina Capital Management LLC40,364$1.09M0.8%N/A0.595%
7/15/2024Sharp Financial Services LLC41,800$1.13M1.0%N/A0.617%
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7/12/2024 Peak Financial Advisors LLC284,850$7.67M4.4%+4.5%4.201%
7/11/2024 Cambridge Advisors Inc.18,868$508K0.1%+2.7%0.278%
7/10/2024 CWM LLC7,640$206K0.0%+28.6%0.113%
5/14/2024CreativeOne Wealth LLC12,911$322K0.0%N/A0.190%
5/11/2024 Ironsides Asset Advisors LLC10,590$264K0.1%+13.2%0.156%
5/10/2024Nwam LLC26,257$711K0.1%N/A0.387%
5/9/2024Orion Portfolio Solutions LLC519,975$12.97M0.1%-10.0%7.669%
5/8/2024Avantax Advisory Services Inc.24,463$610K0.0%-33.4%0.361%
4/30/2024 Private Advisor Group LLC22,554$563K0.0%-63.1%0.342%
4/26/2024 Clear Creek Financial Management LLC374,917$9.35M1.2%+26.0%5.681%
4/18/2024 Miracle Mile Advisors LLC163,921$4.09M0.1%-4.4%3.742%
4/16/2024 Cambridge Advisors Inc.18,374$458K0.1%+3.7%0.419%
4/16/2024 Wealth Enhancement Advisory Services LLC67,158$1.68M0.0%N/A1.533%
4/15/2024Wealthcare Advisory Partners LLC14,403$359K0.0%+17.7%0.329%
4/15/2024 Financial Enhancement Group LLC98,007$2.60M0.4%+5.7%2.238%
4/12/2024 Peak Financial Advisors LLC272,639$6.80M4.1%+23.4%6.225%
2/9/2024 FMA Wealth Management LLC14,609$345K0.3%N/A0.334%
2/9/2024Orion Portfolio Solutions LLC577,625$13.87M0.2%N/A13.188%
2/7/2024Avantax Advisory Services Inc.36,721$867K0.0%+62.3%0.838%
2/6/2024 Private Advisor Group LLC61,047$1.44M0.0%-15.0%1.394%
2/6/2024Wealthcare Advisory Partners LLC12,237$289K0.0%+42.0%0.279%
2/6/2024National Bank of Canada FI11,994$285K0.0%+19.8%0.274%
2/2/2024Truist Financial Corp16,252$384K0.0%-56.1%0.371%
2/1/2024 CWM LLC6,452$152K0.0%+1,754.0%0.147%
1/29/2024 ORG Partners LLC66,041$1.56M0.3%+224.3%1.508%
1/24/2024 Clear Creek Financial Management LLC297,475$7.02M1.1%+134.7%6.792%
1/22/2024 Miracle Mile Advisors LLC171,454$4.05M0.1%N/A3.914%
1/19/2024 Fermata Advisors LLC14,891$351K0.1%+6.4%0.340%
1/18/2024 Financial Enhancement Group LLC92,693$2.25M0.4%+7.0%2.116%
1/17/2024 Cambridge Advisors Inc.17,710$418K0.1%+13.2%0.404%
1/16/2024Wealthsource Partners LLC58,763$1.39M0.1%-15.3%1.342%
1/11/2024 Aries Wealth Management39,320$928K0.3%+21.7%0.898%
1/10/2024 Peak Financial Advisors LLC220,945$5.21M3.5%+4.5%5.044%
11/13/2023Bison Wealth LLC148,301$4.09M0.8%N/A3.386%
11/13/2023Cambria Investment Management L.P.45,026$1.24M0.1%N/A1.028%
11/13/2023Envestnet Asset Management Inc.154,063$4.24M0.0%-4.2%3.517%
11/13/2023Wealthsource Partners LLC69,370$1.91M0.1%+31.8%1.584%
11/13/2023Kestra Advisory Services LLC8,905$245K0.0%-11.5%0.203%
11/8/2023Avantax Advisory Services Inc.22,619$623K0.0%N/A0.516%
11/8/2023Moors & Cabot Inc.9,600$264K0.0%N/A0.219%
11/8/2023Kestra Private Wealth Services LLC7,282$201K0.0%N/A0.166%
11/7/2023 Fermata Advisors LLC13,999$386K0.1%+46.9%0.320%
11/3/2023 ORG Partners LLC20,367$561K0.2%-69.4%0.465%
11/3/2023 MGO One Seven LLC9,596$264K0.0%N/A0.219%
11/3/2023 Private Advisor Group LLC71,808$1.98M0.0%-5.4%1.639%
10/25/2023WealthShield Partners LLC33,831$932K0.1%-22.3%0.772%
10/24/2023 Clear Creek Financial Management LLC126,735$3.49M0.6%+4.7%2.893%
10/23/2023Commonwealth Equity Services LLC8,840$244K0.0%-31.8%0.202%
10/10/2023 Silverlake Wealth Management LLC7,337$202K0.1%-13.1%0.168%
10/10/2023National Bank of Canada FI10,011$274K0.0%+15.6%0.229%
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10/10/2023 Peak Financial Advisors LLC211,447$5.83M6.3%-21.2%4.828%
8/24/2023ProVise Management Group LLC12,844$328K0.0%-12.1%0.293%
8/15/2023Proficio Capital Partners LLC54,365$1.39M0.2%-1.5%1.241%
8/14/2023Prelude Capital Management LLC9,228$235K0.0%-38.5%0.211%
8/10/2023 Private Advisor Group LLC75,930$1.95M0.0%-4.8%1.734%
8/8/2023Geneos Wealth Management Inc.4,932$126K0.0%N/A0.113%
8/4/2023Envestnet Asset Management Inc.160,772$4.10M0.0%-15.5%3.385%
8/3/2023WealthShield Partners LLC43,551$1.12M0.2%-11.4%0.917%
8/2/2023Bank of Montreal Can18,024$465K0.0%N/A0.379%
8/1/2023Truist Financial Corp36,165$922K0.0%-19.8%0.761%
(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, 76 institutional investors and hedge funds held shares of Simplify Managed Futures Strategy ETF. The most heavily invested institutionals were Gratus Capital LLC ($14.73M), Orion Portfolio Solutions LLC ($12.97M), Clear Creek Financial Management LLC ($8.62M), Astor Investment Management LLC ($8.49M), Peak Financial Advisors LLC ($8.19M), Destiny Wealth Partners LLC ($4.45M), and Longview Financial Advisors Inc. ($4.40M).Learn more on CTA's institutional investors.

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

Of the 70 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 ($598.33K), Gratus Capital LLC ($566.49K), Envestnet Asset Management Inc. ($435.57K), Clear Creek Financial Management LLC ($384.92K), Peak Financial Advisors LLC ($372.43K), Astor Investment Management LLC ($326.62K), and Miracle Mile Advisors LLC ($171.45K).

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

Institutional investors have bought a total of 5,026,472 shares in the last 24 months. This purchase volume represents approximately $129.59M in transactions.

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

Of the 31 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: Envestnet Asset Management Inc. ($314.03K), Stegent Equity Advisors Inc. ($124.08K), Dakota Wealth Management ($118.97K), Private Advisor Group LLC ($86.84K), Miracle Mile Advisors LLC ($84.24K), ORG Partners LLC ($77.77K), and Brinker Capital Investments LLC ($73.67K).

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

Institutional investors have sold a total of 1,422,561 shares in the last 24 months. This volume of shares sold represents approximately $36.68M in transactions.


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This page (NYSEARCA:CTA) was last updated on 11/2/2024 by MarketBeat.com Staff
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