CTA

Simplify Managed Futures Strategy ETF
$30.42-0.07 (-0.23%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

2.8927872939794175e+295B

Total Value

$8.016180139471193e+212T

% of Float

Price History

$25.80$26.97$28.14$29.32$30.49Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,892,787$80.2M0.11%Share
2CWM, LLC2,939,794$80.1M0.22%Share
3Boothe Investment Group, Inc.1,728,504$47.1M16.86%Share
4LPL Financial LLC1,072,343$29.0M0.01%Share
5BANK OF AMERICA CORP /DE/1,022,524$27.0M0.00%Share
6AE Wealth Management LLC939,646$25.6M0.15%Share
7Independence Wealth Advisors, LLC890,051$24.3M13.65%Share
8IAG Wealth Partners, LLC811,968$22.1M2.56%Share
9Altiora Financial Group, LLC664,457$18.1M3.12%Share
10PEAK FINANCIAL ADVISORS LLC583,181$15.9M7.14%Share
11ASSETMARK, INC563,943$15.4M0.03%Share
12Orion Porfolio Solutions, LLC523,385$14.0M0.10%Share
13HighTower Advisors, LLC528,675$14.0M0.02%Share
14ENVESTNET ASSET MANAGEMENT INC503,099$13.0M0.00%Share
15ABBINGTON INVESTMENT GROUP461,889$12.6M8.60%Share
16&PARTNERS472,825$12.0M0.06%Share
17Fielder Capital Group LLC417,734$11.4M2.42%Share
18NEW YORK LIFE INVESTMENT MANAGEMENT LLC430,212$11.0M0.09%Share
19Ferguson Shapiro LLC385,371$10.5M3.23%Share
20OmniStar Financial Group, Inc.377,029$10.3M6.02%Share
21Compound Planning, Inc.371,201$10.1M0.30%Share
22TRUIST FINANCIAL CORP370,812$10.1M0.01%Share
23Elevated Capital Advisors, LLC332,121$9.1M2.11%Share
24RAYMOND JAMES FINANCIAL INC332,487$9.0M0.00%Share
25Clark Capital Management Group, Inc.337,101$9.0M0.06%Share
26Philip James Wealth Mangement, LLC296,881$8.1M0.94%Share
27Cambridge Investment Research Advisors, Inc.314,699$8.0M0.02%Share
28Pasadena Private Wealth, LLC286,063$7.8M1.06%Share
29COWA, LLC275,014$7.5M2.28%Share
30MORGAN STANLEY287,950$7.0M0.00%Share
31Aspen Wealth Strategies, LLC256,767$7.0M3.83%Share
32POM Investment Strategies, LLC238,625$6.5M3.34%Share
33OSAIC HOLDINGS, INC.230,017$6.0M0.01%Share
34THEORY FINANCIAL LLC197,148$5.6M1.89%Share
35Belpointe Asset Management LLC200,800$5.5M0.20%Share
36Deane Retirement Strategies, Inc.194,542$5.3M2.19%Share
37CSS LLC/IL193,515$5.3M0.23%Share
38Longview Financial Advisors, Inc.190,790$5.2M3.53%Share
39Beacon Capital Management, Inc.186,965$5.1M0.27%Share
40NorthCrest Asset Manangement, LLC176,567$4.9M0.11%Share
41Archford Capital Strategies, LLC164,745$4.5M0.52%Share
42Key Capital Management, INC159,726$4.4M4.31%Share
43Atria Investments, Inc175,965$4.0M0.05%Share
44MAI Capital Management183,362$4.0M0.02%Share
45Baird Financial Group, Inc.159,126$4.0M0.01%Share
46PMV Capital Advisers, LLC130,819$3.6M6.49%Share
47Beacon Capital Management, LLC128,295$3.5M0.54%Share
48HOWARD BAILEY SECURITIES, LLC127,545$3.5M1.37%Share
49Stratos Investment Management, LLC125,102$3.4M0.14%Share
50Clear Creek Financial Management, LLC124,028$3.4M0.28%Share