SIMPLIFY MANAGED FUTURES ST (CTA) Institutional Shareholders
SIMPLIFY MANAGED FUTURES ST (CTA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.03B in CTA holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of CTA tracked by InsiderSet, reporting ownership valued at approximately $135.02M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $113.71M, representing an estimated loss of -15.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed CTA value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Wealth Enhancement Advisory Services, Llc, Citigroup Inc, and several other long-term asset managers with concentrated positions in SIMPLIFY MANAGED FUTURES ST (CTA).
This page ranks the largest institutional CTA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
235
Total Reported Value
$1.03B
Largest Holder
Bank Of America Corp
Largest Position
$135.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 4,467,832 | $135,017,883 | $113,706,324 | -$21,311,559 | -15.78% | |
| Wealth Enhancement Advisory Services, Llc | 0.13% | 3,099,211 | $75,440,253 | $78,874,920 | +$3,434,667 | +4.55% | |
| Citigroup Inc | 0.03% | 2,121,200 | $55,023,928 | $53,984,540 | -$1,039,388 | -1.89% | |
| Boothe Investment Group, Inc. | 14.24% | 1,741,958 | $45,186,379 | $44,332,831 | -$853,548 | -1.89% | |
| Lpl Financial Llc | 0.01% | 1,053,741 | $31,844,050 | $26,817,708 | -$5,026,342 | -15.78% | |
| Envestnet Asset Management Inc | 0.01% | 1,160,469 | $30,102,564 | $29,533,936 | -$568,628 | -1.89% | |
| Independence Wealth Advisors, Llc | 15.33% | 951,474 | $28,753,530 | $24,215,013 | -$4,538,517 | -15.78% | |
| Ubs Group Ag | 0.00% | 809,774 | $24,471,371 | $20,608,748 | -$3,862,623 | -15.78% | |
| Iag Wealth Partners, Llc | 2.68% | 794,860 | $24,020,662 | $20,229,187 | -$3,791,475 | -15.78% | |
| Hightower Advisors, Llc | 0.02% | 683,575 | $20,657,667 | $17,396,984 | -$3,260,683 | -15.78% | |
| Altiora Financial Group, Llc | 3.14% | 630,394 | $19,050,506 | $16,043,527 | -$3,006,979 | -15.78% | |
| Assetmark, Inc | 0.03% | 620,809 | $16,103,785 | $15,799,589 | -$304,196 | -1.89% | |
| Pasadena Private Wealth, Llc | 2.20% | 523,677 | $15,825,519 | $13,327,580 | -$2,497,939 | -15.78% | |
| Deane Retirement Strategies, Inc. | 6.56% | 597,723 | $15,505,804 | $15,212,050 | -$293,754 | -1.89% | |
| Beaumont Financial Advisors, Llc | 1.04% | 501,007 | $15,140,428 | $12,750,628 | -$2,389,800 | -15.78% | |
| &Partners | 0.07% | 488,589 | $14,765,162 | $12,434,590 | -$2,330,572 | -15.78% | |
| Fielder Capital Group Llc | 3.08% | 468,124 | $14,146,702 | $11,913,756 | -$2,232,946 | -15.78% | |
| Abbington Investment Group | 8.87% | 537,313 | $13,937,872 | $13,674,616 | -$263,256 | -1.89% | |
| Mml Investors Services, Llc | 0.04% | 435,211 | $13,152,074 | $11,076,120 | -$2,075,954 | -15.78% | |
| Orion Porfolio Solutions, Llc | 0.11% | 423,820 | $12,807,851 | $10,786,219 | -$2,021,632 | -15.78% | |
| New York Life Investment Management Llc | 0.10% | 404,628 | $12,227,858 | $10,297,783 | -$1,930,075 | -15.78% | |
| Truist Financial Corp | 0.01% | 455,688 | $11,820,557 | $11,597,260 | -$223,297 | -1.89% | |
| Raymond James Financial Inc | 0.00% | 373,265 | $11,280,058 | $9,499,594 | -$1,780,464 | -15.78% | |
| Compound Planning, Inc. | 0.35% | 371,633 | $11,230,763 | $9,458,060 | -$1,772,703 | -15.78% | |
| Peak Financial Advisors Llc | 4.59% | 427,579 | $11,091,404 | $10,881,886 | -$209,518 | -1.89% | |
| Omnistar Financial Group, Inc. | 5.07% | 424,076 | $11,000,543 | $10,792,734 | -$207,809 | -1.89% | |
| Beacon Capital Management, Inc. | 0.59% | 349,018 | $10,547,324 | $8,882,508 | -$1,664,816 | -15.78% | |
| Waterloo Capital, L.P. | 0.57% | 387,215 | $10,044,367 | $9,854,622 | -$189,745 | -1.89% | |
| Ferguson Shapiro Llc | 2.86% | 372,915 | $9,673,417 | $9,490,687 | -$182,730 | -1.89% | |
| Theory Financial Llc | 2.95% | 361,176 | $9,368,905 | $9,191,929 | -$176,976 | -1.89% | |
| Elevated Capital Advisors, Llc | 2.58% | 360,978 | $9,363,766 | $9,186,890 | -$176,876 | -1.89% | |
| Cowa, Llc | 2.46% | 301,281 | $9,104,712 | $7,667,601 | -$1,437,111 | -15.78% | |
| Wells Fargo & Company/Mn | 0.00% | 286,181 | $8,648,380 | $7,283,306 | -$1,365,074 | -15.78% | |
| Aspen Wealth Strategies, Llc | 4.25% | 261,936 | $7,915,698 | $6,666,271 | -$1,249,427 | -15.78% | |
| Longview Financial Advisors, Inc. | 3.59% | 236,837 | $6,143,527 | $6,027,502 | -$116,025 | -1.89% | |
| Css Llc/Il | 0.33% | 193,879 | $5,859,024 | $4,934,221 | -$924,803 | -15.78% | |
| Osaic Holdings, Inc. | 0.01% | 190,670 | $5,762,168 | $4,852,552 | -$909,617 | -15.79% | |
| Morgan Stanley | 0.00% | 188,559 | $5,698,274 | $4,798,827 | -$899,447 | -15.78% | |
| Cwm, Llc | 0.01% | 187,250 | $5,658,680 | $4,765,513 | -$893,168 | -15.78% | |
| Mai Capital Management | 0.03% | 182,837 | $5,525,335 | $4,653,202 | -$872,133 | -15.78% | |
| Clark Capital Management Group, Inc. | 0.03% | 173,373 | $5,239,334 | $4,412,343 | -$826,991 | -15.78% | |
| Philip James Wealth Mangement, Llc | 0.58% | 198,784 | $5,156,459 | $5,059,053 | -$97,406 | -1.89% | |
| Belpointe Asset Management Llc | 0.17% | 195,637 | $5,074,849 | $4,978,962 | -$95,887 | -1.89% | |
| Key Capital Management, Inc | 2.61% | 195,557 | $5,072,749 | $4,976,926 | -$95,823 | -1.89% | |
| Private Client Services, Llc | 1.31% | 192,774 | $5,000,558 | $4,906,098 | -$94,460 | -1.89% | |
| Stifel Financial Corp | 0.00% | 165,102 | $4,989,421 | $4,201,846 | -$787,575 | -15.78% | |
| Kestra Advisory Services, Llc | 0.02% | 189,891 | $4,925,760 | $4,832,726 | -$93,034 | -1.89% | |
| Creativeone Wealth, Llc | 0.11% | 160,820 | $4,859,986 | $4,092,869 | -$767,117 | -15.78% | |
| Northcrest Asset Manangement, Llc | 0.12% | 183,712 | $4,767,326 | $4,675,470 | -$91,856 | -1.93% | |
| Money Concepts Capital Corp | 0.26% | 152,605 | $4,611,729 | $3,883,797 | -$727,932 | -15.78% |
Frequently asked questions about CTA
Who owns the most CTA stock?
The largest holders of CTA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SIMPLIFY MANAGED FUTURES ST (CTA).
Is CTA widely held by superinvestors?
Many widely followed stocks like CTA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CTA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.