CTAP Institutional Ownership & Shareholders
SIMPLIFY US EQ PLUS MGD FUT (CTAP) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $178.17M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
Cwm, Llc is currently the largest disclosed institutional shareholder of CTAP tracked by InsiderSet, reporting ownership valued at approximately $90.23M 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 $94.54M, representing an estimated gain of +4.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed CTAP value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Simplify Asset Management Inc., Mather Group, Llc., and several other long-term asset managers with concentrated positions in SIMPLIFY US EQ PLUS MGD FUT (CTAP).
This page ranks the largest institutional CTAP 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
17
Total Reported Value
$178.17M
Largest Holder
Cwm, Llc
Largest Position
$90.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.24% | 3,369,085 | $90,232,191 | $94,536,525 | +$4,304,334 | +4.77% | |
| Simplify Asset Management Inc. | 0.75% | 1,500,000 | $44,010,000 | $42,090,000 | -$1,920,000 | -4.36% | |
| Mather Group, Llc. | 0.14% | 578,530 | $16,974,070 | $16,233,552 | -$740,518 | -4.36% | |
| Mml Investors Services, Llc | 0.01% | 274,867 | $7,259,248 | $7,712,768 | +$453,520 | +6.25% | |
| Kestra Advisory Services, Llc | 0.01% | 154,803 | $4,541,916 | $4,343,772 | -$198,144 | -4.36% | |
| Tactive Advisors, Llc | 0.79% | 112,328 | $3,295,715 | $3,151,924 | -$143,791 | -4.36% | |
| Envestnet Asset Management Inc | 0.00% | 105,028 | $2,773,777 | $2,947,086 | +$173,309 | +6.25% | |
| Professional Financial Advisors, Llc | 0.46% | 91,635 | $2,688,585 | $2,571,278 | -$117,307 | -4.36% | |
| Kensington Asset Management, Llc | 0.14% | 100,000 | $2,641,000 | $2,806,000 | +$165,000 | +6.25% | |
| Rhs Financial, Llc | 0.36% | 35,793 | $1,050,167 | $1,004,352 | -$45,815 | -4.36% | |
| Jpmorgan Chase & Co | 0.00% | 30,561 | $802,257 | $857,542 | +$55,285 | +6.89% | |
| Pekin Hardy Strauss, Inc. | 0.06% | 23,555 | $691,104 | $660,953 | -$30,151 | -4.36% | |
| Triton Wealth Management, Pllc | 0.15% | 18,126 | $482,001 | $508,616 | +$26,615 | +5.52% | |
| Magnolia Private Wealth, Llc | 0.25% | 16,938 | $447,338 | $475,280 | +$27,942 | +6.25% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,366 | $274,790 | $262,810 | -$11,980 | -4.36% | |
| Caitlin John, Llc | 0.00% | 337 | $8,900 | $9,456 | +$556 | +6.25% | |
| Wedbush Securities Inc | 0.05% | 62,420 | $1,831 | $1,751,505 | +$1,749,674 | +95558.39% |
Frequently asked questions about CTAP
Who are the largest institutional holders of CTAP?
The largest institutional holders of CTAP reported in the latest SEC Form 13F filings include Cwm, Llc, Simplify Asset Management Inc., Mather Group, Llc., Mml Investors Services, Llc, and Kestra Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported CTAP position.
What is CTAP institutional ownership?
This page tracks CTAP positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY US EQ PLUS MGD FUT (CTAP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CTAP?
InsiderSet currently tracks 17 institutional managers reporting CTAP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CTAP shareholders.
How much CTAP stock do institutions own?
Institutional investment managers disclosed approximately $178.17M in CTAP holdings for Q1 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CTAP institutional ownership last updated?
The latest CTAP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended March 31, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CTAP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CTAP position after the reporting date.
Are institutions buying or selling CTAP?
Institutional buying and selling can be analyzed by comparing CTAP positions across consecutive 13F reporting periods. InsiderSet's CTAP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CTAP ownership changes.
How has CTAP institutional ownership changed over time?
InsiderSet tracks CTAP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.