SIMPLIFY MANAGED FUTURES ST CTA
$25.69
-0.3% 52w: $25.25 – $32.29
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data25.2528.7732.29
Jun 20, 2025 Jul 2, 2026
Institutional holders
238
+29 QoQ
13F value
$1.13B
+34.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
2.4×
$987K calls / $417K puts
Institutional value by quarter
Number of holders
Who owns CTA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.5M | $135.0M | 0.0% | +336.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 2.1M | $59.8M | 0.1% | -27.2% |
| Boothe Investment Group, Inc. | Wealth advisor | 1.7M | $52.6M | 16.9% | +0.6% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 1.5M | $44.3M | 0.5% | New |
| CITIGROUP INC | Bank broker | 1.3M | $40.7M | 0.0% | +1756.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.3M | $38.5M | 0.0% | +153.4% |
| LPL Financial LLC | Bank broker | 1.1M | $31.8M | 0.0% | -1.7% |
| Independence Wealth Advisors, LLC | Wealth advisor | 951.5K | $28.8M | 15.3% | +6.9% |
| AE Wealth Management LLC | Wealth advisor | 938.9K | $28.4M | 0.2% | -4.0% |
| UBS Group AG | Bank broker | 809.8K | $24.5M | 0.0% | +21545.9% |
| IAG Wealth Partners, LLC | Wealth advisor | 794.9K | $24.0M | 2.7% | -2.1% |
| HighTower Advisors, LLC | Diversified mechanical | 683.6K | $20.7M | 0.0% | +29.3% |
| Altiora Financial Group, LLC | Wealth advisor | 630.4K | $19.1M | 3.1% | -5.1% |
| ASSETMARK, INC | Wealth advisor | 526.1K | $15.9M | 0.0% | -6.7% |
| Pasadena Private Wealth, LLC | Wealth advisor | 523.7K | $15.8M | 2.2% | +83.1% |
| ABBINGTON INVESTMENT GROUP | Wealth advisor | 512.7K | $15.5M | 9.0% | +11.0% |
| Beaumont Financial Advisors, LLC | Wealth advisor | 501.0K | $15.1M | 1.0% | New |
| &PARTNERS | Diversified mechanical | 488.6K | $14.8M | 0.1% | +3.3% |
| Fielder Capital Group LLC | Other | 468.1K | $14.1M | 3.1% | +12.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 435.2K | $13.2M | 0.0% | +273.8% |
| PEAK FINANCIAL ADVISORS LLC | Wealth advisor | 430.4K | $13.0M | 5.8% | -26.2% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 423.8K | $12.8M | 0.1% | -19.0% |
| New York Life Investment Management LLC | Insurance | 404.6K | $12.2M | 0.1% | -5.9% |
| Ferguson Shapiro LLC | Wealth advisor | 402.7K | $12.2M | 3.7% | +4.5% |
| Deane Retirement Strategies, Inc. | Wealth advisor | 399.3K | $12.1M | 4.9% | +105.3% |
| OmniStar Financial Group, Inc. | Other | 394.4K | $11.9M | 6.2% | +4.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 382.0K | $11.5M | 0.0% | +3.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 373.3K | $11.3M | 0.0% | +11.3% |
| Compound Planning, Inc. | Wealth advisor | 371.6K | $11.2M | 0.3% | +0.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 353.1K | $10.7M | 0.0% | +12.2% |
| Beacon Capital Management, Inc. | Wealth advisor | 349.0K | $10.5M | 0.6% | +86.7% |
| THEORY FINANCIAL LLC | Wealth advisor | 338.2K | $10.2M | 3.6% | +71.5% |
| Elevated Capital Advisors, LLC | Wealth advisor | 334.8K | $10.1M | 2.5% | +0.8% |
| COWA, LLC | Wealth advisor | 301.3K | $9.1M | 2.6% | +9.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 286.2K | $8.6M | 0.0% | +33807.7% |
| Aspen Wealth Strategies, LLC | Wealth advisor | 261.9K | $7.9M | 4.3% | +2.0% |
| Atria Investments, Inc | Wealth advisor | 227.3K | $6.9M | 0.1% | +29.2% |
| Philip James Wealth Mangement, LLC ★2 | Fundamental diversified | 215.8K | $6.5M | 0.7% | -27.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 208.6K | $6.3M | 0.0% | +51.0% |
| Longview Financial Advisors, Inc. | Wealth advisor | 206.4K | $6.2M | 3.8% | +8.2% |
| Belpointe Asset Management LLC | Wealth advisor | 202.3K | $6.1M | 0.2% | +0.7% |
| CSS LLC/IL | Other | 193.9K | $5.9M | 0.7% | +0.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 190.7K | $5.8M | 0.0% | -19.6% |
| MORGAN STANLEY | Bank broker | 188.6K | $5.7M | 0.0% | -34.6% |
| CWM, LLC | Wealth advisor | 187.3K | $5.7M | 0.0% | -93.6% |
| MAI Capital Management | Wealth advisor | 182.8K | $5.5M | 0.0% | -0.3% |
| Key Capital Management, INC | Wealth advisor | 182.3K | $5.5M | 3.6% | +14.1% |
| Clark Capital Management Group, Inc. | Other | 173.4K | $5.2M | 0.0% | -48.6% |
| Brookwood Investment Group LLC | Wealth advisor | 172.8K | $5.2M | 0.7% | +769.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 165.1K | $5.0M | 0.0% | +27.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.