Who owns Simplify Managed Futures Strategy ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CTA from SEC Form 13F filings across 250 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 250 institutions disclosed 40.8M shares of Simplify Managed Futures Strategy ETF worth $1.04B — about 74.1% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
250
13F holders
$1.04B
value, 2026 filers
74.1%
of shares outstanding (40.8M sh)
47
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CTA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 5.2M | $134.1M | 0.0% | 9.4% | +15.7% |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.1M | $75.4M | 0.1% | 5.6% | +47.2% |
| 3 | CITIGROUP INC | 2.1M | $55.0M | 0.0% | 3.9% | +57.6% |
| 4 | Boothe Investment Group, Inc. | 1.7M | $45.2M | 14.2% | 3.2% | +0.2% |
| 5 | LPL Financial LLC | 1.5M | $38.3M | 0.0% | 2.7% | +40.0% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 1.2M | $30.1M | 0.0% | 2.1% | -9.0% |
| 7 | AE Wealth Management LLC | 1.0M | $26.0M | 0.1% | 1.8% | +6.6% |
| 8 | Independence Wealth Advisors, LLC | 973,762 | $25.3M | 12.7% | 1.8% | +2.3% |
| 9 | IAG Wealth Partners, LLC | 821,040 | $21.3M | 2.1% | 1.5% | +3.3% |
| 10 | UBS Group AG | 804,759 | $20.9M | 0.0% | 1.5% | -0.6% |
| 11 | Allie Family Office LLC | 671,800 | $174,265 | 0.1% | 1.2% | +9900.0% |
| 12 | ASSETMARK, INC | 620,809 | $16.1M | 0.0% | 1.1% | +18.0% |
| 13 | Deane Retirement Strategies, Inc. | 597,723 | $15.5M | 6.6% | 1.1% | +49.7% |
| 14 | HighTower Advisors, LLC | 538,438 | $14.0M | 0.0% | 1% | -21.2% |
| 15 | ABBINGTON INVESTMENT GROUP | 537,313 | $13.9M | 8.9% | 1% | +4.8% |
| 16 | Beacon Capital Management, Inc. | 528,537 | $13.7M | 0.8% | 1% | +51.4% |
| 17 | Pasadena Private Wealth, LLC | 512,694 | $13.3M | 1.7% | 0.9% | -2.1% |
| 18 | Altiora Financial Group, LLC | 503,393 | $13.1M | 2.1% | 0.9% | -20.1% |
| 19 | Fielder Capital Group LLC | 486,636 | $12.6M | 2.7% | 0.9% | +4.0% |
| 20 | Compound Planning, Inc. | 463,212 | $12.0M | 0.3% | 0.8% | +24.6% |
| 21 | TRUIST FINANCIAL CORP | 455,688 | $11.8M | 0.0% | 0.8% | +19.3% |
| 22 | &PARTNERS | 447,318 | $11.5M | 0.0% | 0.8% | -8.4% |
| 23 | New York Life Investment Management LLC | 434,277 | $11.3M | 0.1% | 0.8% | +7.3% |
| 24 | PEAK FINANCIAL ADVISORS LLC | 427,579 | $11.1M | 4.6% | 0.8% | -0.6% |
| 25 | OmniStar Financial Group, Inc. | 424,076 | $11.0M | 5.1% | 0.8% | +7.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.