Who owns Simplify DBi CTA Managed Futures Index ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SDMF from SEC Form 13F filings across 7 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, 7 institutions disclosed 544,674 shares of Simplify DBi CTA Managed Futures Index ETF worth $14.0M — about 544.7% of shares outstanding; the largest disclosed holder is Tidal Investments LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
7
13F holders
$14.0M
value, 2026 filers
544.7%
of shares outstanding (544,674 sh)
5
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 SDMF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Tidal Investments LLC | 277,854 | $7.1M | 0.0% | 277.9% | +556.2% |
| 2 | Encompass More Asset Management | 109,805 | $2.8M | 0.4% | 109.8% | +50.6% |
| 3 | Quantinno Capital Management LPNEW | 89,392 | $2.3M | 0.0% | 89.4% | new |
| 4 | CreativeOne Wealth, LLCNEW | 45,101 | $1.2M | 0.0% | 45.1% | new |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW | 22,330 | $573,434 | 0.0% | 22.3% | new |
| 6 | Deane Retirement Strategies, Inc.NEW | 176 | $4,511 | 0.0% | 0.2% | new |
| 7 | UBS Group AGNEW | 16 | $410 | 0.0% | 0% | new |
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.