Who owns Simplify US Equity PLUS 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 CTAP from SEC Form 13F filings across 18 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, 18 institutions disclosed 1.7M shares of Simplify US Equity PLUS Managed Futures Strategy ETF worth $44.4M — about 66.5% of shares outstanding; the largest disclosed holder is MATHER GROUP, LLC.. Source: SEC Form 13F filings, parsed by EvidInvest.
18
13F holders
$44.4M
value, 2026 filers
66.5%
of shares outstanding (1.7M sh)
8
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 CTAP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MATHER GROUP, LLC. | 583,086 | $15.4M | 0.1% | 23.1% | +89.5% |
| 2 | MML INVESTORS SERVICES, LLCNEW | 274,867 | $7.3M | 0.0% | 10.9% | new |
| 3 | Tactive Advisors, LLCNEW | 109,411 | $2.9M | 0.7% | 4.3% | new |
| 4 | ENVESTNET ASSET MANAGEMENT INCNEW | 105,028 | $2.8M | 0.0% | 4.2% | new |
| 5 | Kensington Asset Management, LLCNEW | 100,000 | $2.6M | 0.1% | 4% | new |
| 6 | Simplify Asset Management Inc. | 100,000 | $2.6M | 0.0% | 4% | 0.0% |
| 7 | Professional Financial Advisors, LLC | 87,942 | $2.3M | 0.4% | 3.5% | +14.5% |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 78,163 | $2.1M | 0.0% | 3.1% | +5.6% |
| 9 | WEDBUSH SECURITIES INC | 77,078 | $2.0M | 0.1% | 3.1% | +86.9% |
| 10 | Kestra Advisory Services, LLCNEW | 64,469 | $1.7M | 0.0% | 2.6% | new |
| 11 | JPMORGAN CHASE & CO | 30,561 | $802,257 | 0.0% | 1.2% | +20976.6% |
| 12 | Pekin Hardy Strauss, Inc. | 26,576 | $701,872 | 0.1% | 1.1% | +24.4% |
| 13 | Triton Wealth Management, PLLC | 18,126 | $482,001 | 0.1% | 0.7% | -2.0% |
| 14 | Magnolia Private Wealth, LLC | 16,938 | $447,338 | 0.2% | 0.7% | +8.6% |
| 15 | Chicago Partners Investment Group LLCNEW | 7,159 | $203,888 | 0.0% | 0.3% | new |
| 16 | Reyes Financial Architecture, Inc.NEW | 874 | $23,082 | 0.0% | 0% | new |
| 17 | Caitlin John, LLCNEW | 337 | $8,900 | 0.0% | 0% | new |
| 18 | Deane Retirement Strategies, Inc. | 149 | $3,935 | 0.0% | 0% | 0.0% |
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. Research, not investment advice.