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Disclosery

CTA SIMPLIFY EXCHANGE TRADED FUN

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MANAGED FUTURES (fund)

249 managers (250 13F filers) reported a position in CTA shares at 2026-06-30, 40,801,086 shares in all. 41 filers opened a position and 31 filers sold out during the quarter.

Managers
249
13F filers
250
New
41
Added
125
Reduced
64
Sold out
31
Shares held by filers
40,801,086

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Mutual Advisors, LLC8,812$229K<0.01%+9513F-HRTimeline
LifeWealth Investments, LLC8,780$228K0.06%+1,10113F-HRTimeline
WEDBUSH SECURITIES INC8,709$226K0.01%-5,11913F-HRTimeline
Innovative Wealth Building LLC8,453$219K0.13%+64613F-HRTimeline
XY Planning Network, Inc.8,042$209K0.03%new13F-HRTimeline
CHOREO, LLC7,822$203K<0.01%new13F-HRTimeline
Allie Family Office LLC671,800$174K0.06%+665,08213F-HR/ATimeline
TOUNJIAN ADVISORY PARTNERS, LLC6,594$171K0.07%new13F-HRTimeline
J.Safra Asset Management Corp6,357$165K0.01%+39813F-HRTimeline
Belvedere Trading LLC4,299$112K0.01%new13F-HRTimeline
POM Investment Strategies, LLC3,527$91.5K0.1%-6,03113F-HRTimeline
IFP Advisors, Inc3,312$85.9K<0.01%-1,96913F-HRTimeline
Continuum Advisory, LLC3,299$85.6K0.01%new13F-HRTimeline
Ankerstar Wealth, LLC2,932$76.1K0.06%-34413F-HRTimeline
Raleigh Capital Management Inc.2,811$72.9K0.02%-37413F-HRTimeline
Allworth Financial LP1,468$38.1K<0.01%-1,84013F-HRTimeline
Buck Wealth Strategies, LLC1,389$36K<0.01%new13F-HRTimeline
Montgomery Financial Services LLC1,290$33.5K0.03%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,194$30.9K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC1,156$30K<0.01%-54413F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC995$25.8K<0.01%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.979$25.4K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…976$25.3K<0.01%013F-HRTimeline
Signature Equity Partners, LLC966$25.1K0.01%+7913F-HRTimeline
Parallel Advisors, LLC921$23.9K<0.01%-46713F-HRTimeline
Signature Resources Capital Management,…916$23.8K0.01%new13F-HRTimeline
Triumph Capital Management845$21.9K<0.01%013F-HRTimeline
NewEdge Advisors, LLC700$18.2K<0.01%+32313F-HRTimeline
Geneos Wealth Management Inc.670$17.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.605$15.7K<0.01%+50913F-HRTimeline
Quest 10 Wealth Builders, Inc.521$13.5K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC435$11.3K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.400$10.4K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC367$9.53K<0.01%-4813F-HRTimeline
Clearstead Advisors, LLC360$9.34K<0.01%+16013F-HRTimeline
Cape Investment Advisory, Inc.323$8.38K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp283$7.34K<0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC236$6.12K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.229$5.94K<0.01%013F-HRTimeline
Arax Advisory Partners159$4.12K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA103$2.67K<0.01%+6013F-HRTimeline
NVWM, LLC100$2.59K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.68$1.76K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC25$698<0.01%-1113F-HRTimeline
Capital Advisor Network LLC25$649<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.8$208<0.01%new13F-HRTimeline
Acumen Wealth Advisors, LLC5$130<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1$40<0.01%new13F-HRTimelineGroup
GFS Advisors, LLC815$7.15Mnew13F-HR/ATimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.