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 $986.16M 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 $134.14M in its June 30, 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 $154.25M, representing an estimated gain of +15.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% 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
245
Total Reported Value
$986.16M
Largest Holder
Bank Of America Corp
Largest Position
$134.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
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% | 5,171,126 | $134,139,008 | $154,254,689 | +$20,115,681 | +15.00% | |
| Wealth Enhancement Advisory Services, Llc | 0.13% | 3,099,211 | $75,440,253 | $92,449,464 | +$17,009,211 | +22.55% | |
| Citigroup Inc | 0.03% | 2,121,200 | $55,023,928 | $63,275,396 | +$8,251,468 | +15.00% | |
| Boothe Investment Group, Inc. | 14.24% | 1,741,958 | $45,186,379 | $51,962,607 | +$6,776,228 | +15.00% | |
| Lpl Financial Llc | 0.01% | 1,475,530 | $38,275,229 | $44,015,060 | +$5,739,831 | +15.00% | |
| Envestnet Asset Management Inc | 0.01% | 1,160,469 | $30,102,564 | $34,616,790 | +$4,514,226 | +15.00% | |
| Independence Wealth Advisors, Llc | 12.67% | 973,762 | $25,261,985 | $29,047,320 | +$3,785,335 | +14.98% | |
| Iag Wealth Partners, Llc | 2.11% | 821,040 | $21,297,793 | $24,491,623 | +$3,193,830 | +15.00% | |
| Ubs Group Ag | 0.00% | 804,759 | $20,875,448 | $24,005,961 | +$3,130,513 | +15.00% | |
| Assetmark, Inc | 0.03% | 620,809 | $16,103,785 | $18,518,732 | +$2,414,947 | +15.00% | |
| Deane Retirement Strategies, Inc. | 6.56% | 597,723 | $15,505,804 | $17,830,077 | +$2,324,273 | +14.99% | |
| Abbington Investment Group | 8.87% | 537,313 | $13,937,872 | $16,028,047 | +$2,090,175 | +15.00% | |
| Beacon Capital Management, Inc. | 0.83% | 528,537 | $13,710,250 | $15,766,259 | +$2,056,009 | +15.00% | |
| Pasadena Private Wealth, Llc | 1.70% | 512,694 | $13,299,290 | $15,293,662 | +$1,994,372 | +15.00% | |
| Altiora Financial Group, Llc | 2.06% | 503,393 | $13,058,017 | $15,016,213 | +$1,958,196 | +15.00% | |
| Fielder Capital Group Llc | 2.73% | 486,636 | $12,623,337 | $14,516,352 | +$1,893,015 | +15.00% | |
| Compound Planning, Inc. | 0.31% | 463,212 | $12,015,720 | $13,817,614 | +$1,801,894 | +15.00% | |
| Truist Financial Corp | 0.01% | 455,688 | $11,820,557 | $13,593,173 | +$1,772,616 | +15.00% | |
| &Partners | 0.05% | 447,318 | $11,467,772 | $13,343,496 | +$1,875,724 | +16.36% | |
| New York Life Investment Management Llc | 0.08% | 434,277 | $11,265,145 | $12,954,483 | +$1,689,338 | +15.00% | |
| Peak Financial Advisors Llc | 4.59% | 427,579 | $11,091,404 | $12,754,682 | +$1,663,278 | +15.00% | |
| Omnistar Financial Group, Inc. | 5.07% | 424,076 | $11,000,543 | $12,650,187 | +$1,649,644 | +15.00% | |
| Orion Porfolio Solutions, Llc | 0.08% | 418,318 | $10,851,169 | $12,478,426 | +$1,627,257 | +15.00% | |
| Raymond James Financial Inc | 0.00% | 410,108 | $10,638,199 | $12,233,522 | +$1,595,323 | +15.00% | |
| Osaic Holdings, Inc. | 0.01% | 391,186 | $10,147,907 | $11,669,078 | +$1,521,171 | +14.99% | |
| Waterloo Capital, L.P. | 0.57% | 387,215 | $10,044,367 | $11,550,623 | +$1,506,256 | +15.00% | |
| Ferguson Shapiro Llc | 2.86% | 372,915 | $9,673,417 | $11,124,054 | +$1,450,637 | +15.00% | |
| Theory Financial Llc | 2.95% | 361,176 | $9,368,905 | $10,773,880 | +$1,404,975 | +15.00% | |
| Elevated Capital Advisors, Llc | 2.58% | 360,978 | $9,363,766 | $10,767,974 | +$1,404,208 | +15.00% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.03% | 324,827 | $8,405,286 | $9,689,589 | +$1,284,303 | +15.28% | |
| Cowa, Llc | 2.10% | 323,481 | $8,391,094 | $9,649,438 | +$1,258,344 | +15.00% | |
| Clark Capital Management Group, Inc. | 0.04% | 308,885 | $8,012,479 | $9,214,040 | +$1,201,561 | +15.00% | |
| Wells Fargo & Company/Mn | 0.00% | 279,828 | $7,258,736 | $8,347,269 | +$1,088,533 | +15.00% | |
| Gfs Advisors, Llc | 0.75% | 815 | $7,148,832 | $24,311 | -$7,124,521 | -99.66% | |
| Aspen Wealth Strategies, Llc | 3.35% | 266,834 | $6,921,667 | $7,959,658 | +$1,037,991 | +15.00% | |
| Longview Financial Advisors, Inc. | 3.59% | 236,837 | $6,143,527 | $7,064,848 | +$921,321 | +15.00% | |
| Morgan Stanley | 0.00% | 223,166 | $5,788,935 | $6,657,042 | +$868,107 | +15.00% | |
| Mml Investors Services, Llc | 0.01% | 218,703 | $5,673,162 | $6,523,910 | +$850,748 | +15.00% | |
| Cwm, Llc | 0.01% | 187,250 | $5,658,680 | $5,585,668 | -$73,013 | -1.29% | |
| Philip James Wealth Mangement, Llc | 0.58% | 198,784 | $5,156,459 | $5,929,727 | +$773,268 | +15.00% | |
| Belpointe Asset Management Llc | 0.17% | 195,637 | $5,074,849 | $5,835,852 | +$761,003 | +15.00% | |
| Key Capital Management, Inc | 2.61% | 195,557 | $5,072,749 | $5,833,465 | +$760,716 | +15.00% | |
| Css Llc/Il | 0.22% | 193,879 | $5,029,222 | $5,783,411 | +$754,189 | +15.00% | |
| Private Client Services, Llc | 1.31% | 192,774 | $5,000,558 | $5,750,448 | +$749,890 | +15.00% | |
| Kestra Advisory Services, Llc | 0.02% | 189,891 | $4,925,760 | $5,664,449 | +$738,689 | +15.00% | |
| Northcrest Asset Manangement, Llc | 0.12% | 183,712 | $4,767,326 | $5,480,129 | +$712,803 | +14.95% | |
| Mai Capital Management | 0.02% | 183,640 | $4,763,622 | $5,477,981 | +$714,359 | +15.00% | |
| Stifel Financial Corp | 0.00% | 167,661 | $4,349,184 | $5,001,328 | +$652,144 | +14.99% | |
| Ifg Advisory, Llc | 0.15% | 161,765 | $4,196,191 | $4,825,450 | +$629,259 | +15.00% | |
| Fiduciary Alliance Llc | 0.27% | 152,629 | $3,959,204 | $4,552,923 | +$593,719 | +15.00% |
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.