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Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

Simplify Managed Futures Strategy ETF logo
$29.77 +0.17 (+0.57%)
Closing price 04:10 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)
$15.03M
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CTA Institutional Buying and Selling by Quarter

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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
3/17/2025Wealth Enhancement Advisory Services LLC10,384$290K0.0%-13.5%0.037%
2/18/2025CSS LLC IL74,764$2.09M0.1%+83.6%1.103%
2/17/2025Napa Wealth Management37,367$1.04M0.5%-16.3%0.551%
2/17/2025CoreCap Advisors LLC1,986$55K0.0%+94.1%0.029%
2/17/2025Cary Street Partners Financial LLC23,460$654K0.0%N/A0.346%
2/14/2025Comerica Bank2,232$62K0.0%+111,500.0%0.033%
2/14/2025Betterment LLC19,279$538K0.0%+5.1%0.284%
2/14/2025Integrated Wealth Concepts LLC17,585$490K0.0%N/A0.259%
2/14/2025IHT Wealth Management LLC19,263$537K0.0%N/A0.284%
2/14/2025OneDigital Investment Advisors LLC92,345$2.58M0.0%+8.0%1.362%
2/14/2025Optivise Advisory Services LLC40,041$1.12M0.6%-1.6%0.591%
2/14/2025MML Investors Services LLC100,874$2.81M0.0%N/A1.488%
2/14/2025GeoWealth Management LLC22,733$634K0.0%-19.7%0.335%
2/13/2025CreativeOne Wealth LLC19,782$552K0.0%-52.8%0.292%
2/13/2025Bessemer Group Inc.10,000$279K0.0%-4.8%0.147%
2/13/2025Advisory Services Network LLC12,413$346K0.0%N/A0.183%
2/13/2025Envestnet Asset Management Inc.465,421$12.98M0.0%+28.9%6.865%
2/13/2025Wells Fargo & Company MN679,605$18.95M0.0%-2.4%10.024%
2/12/2025National Bank of Canada FI19,244$537K0.0%+17.7%0.284%
2/12/2025CIBC Private Wealth Group LLC1,414$39K0.0%-37.3%0.021%
2/12/2025Orion Portfolio Solutions LLC453,676$12.65M0.1%-4.4%6.691%
2/11/2025LPL Financial LLC420,341$11.72M0.0%+28.8%6.200%
2/11/2025Simplify Asset Management Inc.140,378$3.92M0.2%+159.4%2.070%
2/10/2025GWN Securities Inc.90,804$2.62M0.7%N/A1.339%
2/10/2025Commonwealth Equity Services LLC16,061$448K0.0%+8.7%0.237%
2/10/2025Avantax Advisory Services Inc.21,709$605K0.0%+12.7%0.320%
2/10/2025Farther Finance Advisors LLC5,013$140K0.0%+72.9%0.074%
2/7/2025HighTower Advisors LLC242,547$6.77M0.0%+1.5%3.577%
2/7/2025Moors & Cabot Inc.15,050$420K0.0%+12.3%0.222%
2/7/2025Altiora Financial Group LLC281,631$7.86M1.7%+131.5%4.154%
2/6/2025Ethos Financial Group LLC121,466$3.39M0.4%N/A1.792%
2/6/2025Proficio Capital Partners LLC193,138$5.39M0.1%N/A2.849%
2/6/2025Atria Investments Inc112,831$3.15M0.0%-6.2%1.664%
2/6/2025Steward Partners Investment Advisory LLC147,872$4.12M0.0%+41.8%2.181%
2/5/2025Proficio Capital Partners LLC193,138$5.39M0.0%N/A2.849%
2/5/2025WT Wealth Management16,562$462K0.1%+41.3%0.244%
2/5/2025New York Life Investment Management LLC84,812$2.37M0.0%+26.5%1.251%
2/5/2025Nwam LLC33,824$943K0.1%+12.7%0.499%
2/5/2025Magnolia Private Wealth LLC12,755$356K0.2%N/A0.188%
2/4/2025Bank of New York Mellon Corp10,080$281K0.0%-3.6%0.149%
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2/4/2025World Equity Group Inc.11,158$311K0.1%N/A0.165%
2/3/2025Cowa LLC107,657$3.00M1.4%N/A1.588%
2/3/2025Lloyd Advisory Services LLC.7,964$222K0.1%-4.2%0.117%
2/3/2025Legacy Capital Group California Inc.75,005$2.09M0.6%+2.7%1.106%
2/3/2025Private Advisor Group LLC53,675$1.50M0.0%+128.8%0.792%
2/3/2025Pasadena Private Wealth LLC180,934$5.05M1.0%N/A2.669%
2/3/2025Longview Financial Advisors Inc.179,828$5.02M4.0%+6.3%2.652%
1/31/2025Kestra Investment Management LLC1,491$42K0.0%N/A0.022%
1/31/2025Truist Financial Corp19,975$557K0.0%+4.3%0.295%
1/31/2025Philip James Wealth Mangement LLC162,107$4.52M0.6%N/A2.391%
1/30/2025Legacy Capital Wealth Partners LLC18,643$520K0.1%-3.0%0.275%
1/30/2025Beacon Capital Management LLC371,017$10.35M1.3%N/A5.472%
1/30/2025Aries Wealth Management51,235$1.43M0.4%+15.3%0.756%
1/29/2025Howard Bailey Securities LLC8,379$234K0.1%-5.8%0.124%
1/29/2025Retirement Guys Formula LLC11,464$320K0.2%N/A0.169%
1/23/2025New Wave Wealth Advisors LLC2,841$79K0.0%N/A0.042%
1/23/2025FSA Advisors Inc.29,306$817K1.0%N/A0.432%
1/22/2025Astor Investment Management LLC304,493$8.49M4.4%-6.8%4.491%
1/22/2025Drive Wealth Management LLC13,622$380K0.1%N/A0.201%
1/21/2025Andina Capital Management LLC46,782$1.31M1.1%-6.3%0.690%
1/21/2025B.O.S.S. Retirement Advisors LLC14,453$403K0.1%N/A0.213%
1/21/2025Geneos Wealth Management Inc.1,574$44K0.0%+214.8%0.023%
1/21/2025Encompass More Asset Management32,090$895K0.3%N/A0.473%
1/21/2025Brighton Jones LLC27,251$760K0.0%+39.5%0.103%
1/17/2025Whalen Wealth Management Inc.123,740$3.45M2.4%N/A1.825%
1/17/2025Sharp Financial Services LLC39,000$1.09M0.8%-13.7%0.575%
1/16/2025SFG Wealth Management LLC.60,869$1.70M0.9%+27.3%0.898%
1/15/2025Wealthcare Advisory Partners LLC61,867$1.73M0.0%+110.8%0.912%
1/15/2025Decker Retirement Planning Inc.3,266$91K0.1%N/A0.048%
1/15/2025Fermata Advisors LLC19,849$554K0.1%+29.3%0.293%
1/14/2025Financial Enhancement Group LLC112,498$3.23M0.5%+25.5%1.659%
1/14/2025Peak Financial Advisors LLC324,683$9.06M4.7%+3.1%4.789%
1/13/2025Elevated Capital Advisors LLC45,639$1.27M0.3%N/A0.673%
1/13/2025Mid American Wealth Advisory Group Inc.17,336$484K0.3%N/A0.256%
1/10/2025ORG Wealth Partners LLC32,836$916K0.3%+2.2%0.484%
1/10/2025ORG Partners LLC11,792$329K0.0%-4.0%0.174%
1/2/2025Global Wealth Strategies & Associates38,533$1.08M0.3%N/A0.568%
11/15/2024Orion Portfolio Solutions LLC474,357$12.33M0.3%-2.8%6.996%
11/15/2024National Bank of Canada FI16,354$425K0.0%-2.2%0.241%
11/15/2024Jane Street Group LLC33,962$883K0.0%N/A0.501%
11/15/2024Hernani LP98,212$5.06B39.3%N/A1.449%
11/15/2024HighTower Advisors LLC239,038$6.21M0.0%N/A3.526%
11/14/2024CreativeOne Wealth LLC41,892$1.09M0.0%+94.0%0.618%
11/12/2024Optivise Advisory Services LLC40,698$1.06M0.6%N/A0.600%
11/12/2024Nwam LLC30,011$780K0.0%N/A0.443%
11/12/2024Altiora Financial Group LLC121,670$3.16M0.7%N/A1.795%
11/8/2024Moors & Cabot Inc.13,400$348K0.0%+70.7%0.198%
11/8/2024Prospera Private Wealth LLC9,190$239K0.0%N/A0.136%
11/7/2024Napa Wealth Management44,646$1.16M0.5%N/A0.658%
11/6/2024Simplify Asset Management Inc.54,118$1.41M0.1%-32.3%0.798%
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11/6/2024OneDigital Investment Advisors LLC85,514$2.22M0.0%+51.7%1.261%
11/4/2024Axxcess Wealth Management LLC10,235$266K0.0%N/A0.151%
11/4/2024Legacy Capital Wealth Partners LLC19,228$500K0.1%N/A0.284%
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%
10/31/2024Financial Enhancement Group LLC89,656$2.24M0.4%-10.1%1.322%
10/29/2024Clear Creek Financial Management LLC331,465$8.62M1.0%-13.9%4.889%
10/29/2024Farther Finance Advisors LLC2,900$75K0.0%N/A0.043%
10/25/2024Great Diamond Partners LLC12,349$321K0.1%N/A0.182%
10/25/2024Andina Capital Management LLC49,903$1.30M1.0%+23.6%0.736%
(Data available from 1/1/2016 forward)

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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), Wealth Enhancement Advisory Services LLC ($58.50K), and Peak Financial Advisors LLC ($57.52K).

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

Institutional investors have sold a total of 1,070,977 shares in the last 24 months. This volume of shares sold represents approximately $27.75M in transactions.


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This page (NYSEARCA:CTA) was last updated on 4/1/2025 by MarketBeat.com Staff
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