SIMPLIFY US EQ PLUS MGD FUT (CTAP) Institutional Ownership Changes & 13F Activity
SIMPLIFY US EQ PLUS MGD FUT (CTAP). 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 Cwm, Llc, Mather Group, Llc., Professional Financial Advisors, Llc, Commonwealth Equity Services, Llc, and Wedbush Securities Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | Buy | +3,369,085 | — | 3,369,085 | $90.23M | Q1 2026 | May 14, 2026 |
| Ae Wealth Management Llc | Buy | +155 | — | 155 | $4.15K | Q1 2026 | May 13, 2026 |
| Zions Bancorporation, National Association | Buy | +956 | — | 956 | $25.60K | Q1 2026 | May 08, 2026 |
| Pekin Hardy Strauss, Inc. | Buy | +21,370 | — | 21,370 | $572.34K | Q1 2026 | May 07, 2026 |
| Triton Wealth Management, Pllc | Buy | +18,493 | — | 18,493 | $491.64K | Q1 2026 | May 01, 2026 |
| Commonwealth Equity Services, Llc | Buy | +74,002 | — | 74,002 | $1.98M | Q1 2026 | Apr 27, 2026 |
| Wedbush Securities Inc | Buy | +32,029 | +347.7% | 41,240 | $1.10M | Q1 2026 | Apr 21, 2026 |
| Magnolia Private Wealth, Llc | Buy | +15,603 | — | 15,603 | $417.89K | Q1 2026 | Apr 21, 2026 |
| Mather Group, Llc. | Buy | +307,750 | — | 307,750 | $8.24M | Q1 2026 | Apr 13, 2026 |
| Professional Financial Advisors, Llc | Buy | +76,807 | — | 76,807 | $2.06M | Q1 2026 | Apr 13, 2026 |
| Deane Retirement Strategies, Inc. | Buy | +149 | — | 149 | $3.99K | Q1 2026 | Apr 07, 2026 |
Frequently asked questions about CTAP activity
Which institutional owners are buying CTAP?
Institutional owners buying CTAP 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 CTAP activity?
"Buy" means an investor increased their reported position in CTAP compared to the prior reporting period. This reflects growing exposure to SIMPLIFY US EQ PLUS MGD FUT (CTAP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CTAP increasing?
Institutional interest in CTAP 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.