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Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

$28.68 -0.01 (-0.03%)
As of 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)
55
Total
Institutional Inflows
(last 12 months)
$81.81M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$12.77M
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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
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%0.402%
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%
11/15/2024Orion 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%
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%
11/1/2024 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%
10/29/2024Clear 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%
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10/25/2024Andina Capital Management LLC49,903$1.30M1.0%+23.6%0.736%
10/24/2024Astor 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%
10/23/2024Legacy 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%
10/22/2024Private Advisor Group LLC23,464$610K0.0%+31.6%0.346%
10/22/2024WT Wealth Management11,720$314K0.1%N/A0.173%
10/21/2024 Raleigh Capital Management Inc.6,589$171K0.1%N/A0.097%
10/19/2024Longview Financial Advisors Inc.169,099$4.40M3.2%+2.5%2.494%
10/16/2024Longview Financial Advisors Inc.156,321$4.06M3.7%-5.2%2.306%
10/15/2024FMA 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%
10/10/2024Lloyd 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%
10/8/2024CWM 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%
8/12/2024Brighton 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%
8/2/2024Ferguson Shapiro LLC9,549$257K0.1%N/A0.141%
7/31/2024Commonwealth Equity Services LLC23,586$635K0.0%+180.0%0.348%
7/25/2024Clear Creek Financial Management LLC384,923$10.42M1.3%+2.7%5.677%
7/25/2024Aries Wealth Management40,735$1.10M0.3%+3.4%0.601%
7/22/2024Hobbs Group Advisors LLC4,780$129K0.0%N/A0.071%
7/19/2024 SFG Wealth Management LLC.51,074$1.38M0.8%N/A0.753%
7/19/2024FMA 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%
7/16/2024Andina Capital Management LLC40,364$1.09M0.8%N/A0.595%
7/15/2024 Sharp Financial Services LLC41,800$1.13M1.0%N/A0.617%
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%
7/10/2024CWM LLC7,640$206K0.0%+28.6%0.113%
5/14/2024CreativeOne Wealth LLC12,911$322K0.0%N/A0.190%
5/11/2024Ironsides 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%
4/30/2024Private Advisor Group LLC22,554$563K0.0%-63.1%0.342%
4/26/2024Clear 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%
4/15/2024 Wealthcare 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%
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2/9/2024FMA 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%
2/6/2024Private Advisor Group LLC61,047$1.44M0.0%-15.0%1.394%
2/6/2024 Wealthcare 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%
2/1/2024CWM LLC6,452$152K0.0%+1,754.0%0.147%
1/29/2024 ORG Partners LLC66,041$1.56M0.3%+224.3%1.508%
1/24/2024Clear Creek Financial Management LLC297,475$7.02M1.1%+134.7%6.792%
(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, 88 institutional investors and hedge funds held shares of Simplify Managed Futures Strategy ETF. The most heavily invested institutionals were Hernani LP ($5.06B), Gratus Capital LLC ($14.73M), Orion Portfolio Solutions LLC ($12.33M), Peak Financial Advisors LLC ($9.06M), Clear Creek Financial Management LLC ($8.62M), Astor Investment Management LLC ($8.49M), and HighTower Advisors LLC ($6.21M).Learn more on CTA's institutional investors.

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

Of the 80 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), Gratus Capital LLC ($566.49K), Clear Creek Financial Management LLC ($384.92K), Astor Investment Management LLC ($326.62K), HighTower Advisors LLC ($239.04K), Miracle Mile Advisors LLC ($171.45K), and ORG Partners LLC ($162.13K).

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

Institutional investors have bought a total of 5,052,781 shares in the last 24 months. This purchase volume represents approximately $128.56M in transactions.

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

Of the 34 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), Simplify Asset Management Inc. ($95.30K), Miracle Mile Advisors LLC ($84.24K), ORG Partners LLC ($78.26K), 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 1,442,325 shares in the last 24 months. This volume of shares sold represents approximately $37.21M in transactions.


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This page (NYSEARCA:CTA) was last updated on 1/21/2025 by MarketBeat.com Staff
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