SIMPLIFY MANAGED FUTURES ST (CTA) Institutional Ownership Changes & 13F Activity
SIMPLIFY MANAGED FUTURES ST (CTA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Wells Fargo & Company/Mn, Clark Capital Management Group, Inc., Morgan Stanley, and Creativeone Wealth, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Allie Family Office Llc | Buy | +6,718 | — | 6,718 | $203.02K | Q1 2026 | Sep 01, 2026 |
| Brighton Jones Llc | Buy | +39,028 | — | 39,028 | $1.18M | Q1 2026 | Aug 07, 2026 |
| Capital Advisor Network Llc | Buy | +25 | — | 25 | $756.00 | Q1 2026 | Aug 06, 2026 |
| Wells Fargo & Company/Mn | Buy | +285,337 | +33807.7% | 286,181 | $8.65M | Q1 2026 | Jul 08, 2026 |
| Boothe Investment Group, Inc. | Buy | +10,425 | +0.6% | 1,738,929 | $52.55M | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Buy | +3,567 | +3.2% | 114,544 | $3.46M | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +3,445,308 | +336.9% | 4,467,832 | $135.02M | Q1 2026 | May 18, 2026 |
| Clark Capital Management Group, Inc. | Sell | -163,728 | -48.6% | 173,373 | $5.24M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -99,708 | -34.6% | 188,559 | $5.70M | Q1 2026 | May 15, 2026 |
| Creativeone Wealth, Llc | Buy | +59,274 | +58.4% | 160,820 | $4.86M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -46,399 | -19.6% | 190,670 | $5.76M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +43,938 | — | 43,938 | $1.33M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +32,403 | — | 32,403 | $979.20K | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | Buy | +30,658 | +46.4% | 96,714 | $2.92M | Q1 2026 | May 15, 2026 |
| Omnistar Financial Group, Inc. | Buy | +17,398 | +4.6% | 394,427 | $11.92M | Q1 2026 | May 15, 2026 |
| Tidal Investments Llc | Buy | +17,397 | — | 17,397 | $525.74K | Q1 2026 | May 15, 2026 |
| Navis Wealth Advisors, Llc | Buy | +16,447 | — | 16,447 | $497.03K | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +15,764 | +3.3% | 488,589 | $14.77M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +14,773 | +47.0% | 46,196 | $1.40M | Q1 2026 | May 15, 2026 |
| Gwn Securities Inc. | Buy | +12,119 | +143.2% | 20,583 | $622.02K | Q1 2026 | May 15, 2026 |
| Inspire Advisors, Llc | Buy | +7,522 | — | 7,522 | $227.30K | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,Llc | Buy | +4,808 | +65.1% | 12,199 | $369.00K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -3,472 | -4.0% | 82,411 | $2.49M | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Buy | +3,308 | — | 3,308 | $99.97K | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +2,814 | +35.2% | 10,808 | $326.61K | Q1 2026 | May 15, 2026 |
| National Bank Of Canada | Sell | -1,904 | -7.7% | 22,770 | $686.29K | Q1 2026 | May 15, 2026 |
| Aries Wealth Management | Sell | -1,800 | -4.5% | 38,506 | $1.16M | Q1 2026 | May 15, 2026 |
| Blueprint Investment Partners Llc | Sell | -621 | -5.2% | 11,432 | $345.48K | Q1 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Sell | -596 | -5.4% | 10,402 | $314.35K | Q1 2026 | May 15, 2026 |
| Mai Capital Management | Sell | -525 | -0.3% | 182,837 | $5.53M | Q1 2026 | May 15, 2026 |
Frequently asked questions about CTA activity
Which institutional owners are buying CTA?
Institutional owners buying CTA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CTA activity?
"Buy" means an investor increased their reported position in CTA compared to the prior reporting period. This reflects growing exposure to SIMPLIFY MANAGED FUTURES ST (CTA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CTA increasing?
Institutional interest in CTA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.