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Disclosery

CTA SIMPLIFY EXCHANGE TRADED FUN

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MANAGED FUTURES (fund)

237 managers (240 13F filers) reported a position in CTA shares at 2026-03-31, 37,514,255 shares in all. 49 filers opened a position and 17 filers sold out during the quarter.

Managers
237
13F filers
240
New
49
Added
106
Reduced
72
Sold out
17
Shares held by filers
37,514,255

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LANARK FINANCIAL, INC.5,200$157K0.01%+15313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…4,666$141K0.07%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,552$139K<0.01%+4,32413F-HR/ATimelineGroup
Allworth Financial LP3,308$100K<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC3,276$99K0.1%-2,59113F-HRTimeline
Raleigh Capital Management Inc.3,185$96.2K0.03%new13F-HRTimeline
CoreCap Advisors, LLC1,732$52.3K<0.01%-55713F-HRTimeline
SIMPLEX TRADING, LLC1,700$51.4K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.1,687$51K0.04%+10513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,473$44.5K<0.01%+413F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,431$43.2K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,388$42K<0.01%new13F-HR/ATimeline
WFA of San Diego, LLC1,209$36.5K0.03%-6013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.979$29.6K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…976$29.5K<0.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC939$28.4K0.01%new13F-HRTimeline
Signature Equity Partners, LLC887$26.8K0.01%+76713F-HRTimeline
Triumph Capital Management845$25.5K0.01%013F-HRTimeline
Geneos Wealth Management Inc.670$20.2K<0.01%+7813F-HRTimeline
Quest 10 Wealth Builders, Inc.521$15.7K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC415$12.5K<0.01%+313F-HRTimeline
Sound Income Strategies, LLC415$12.2K<0.01%-1,33513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…387$11.7K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC377$11.4K<0.01%-32713F-HR/ATimeline
MPWM ADVISORY SOLUTIONS, LLC236$7.13K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.229$6.92K<0.01%-19,53213F-HRTimeline
Kingdom Financial Group LLC.229$6.92K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC200$6.04K<0.01%-27013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.134$4.05K<0.01%new13F-HRTimeline
Vision Retirement, LLC115$3.48K<0.01%new13F-HRTimeline
NVWM, LLC100$3.02K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.96$2.9K<0.01%-38713F-HRTimeline
PRIVATE TRUST CO NA43$1.28K<0.01%-1,80213F-HRTimeline
Cornerstone Planning Group LLC36$1.13K<0.01%+113F-HRTimeline
Capital Advisor Network LLC25$756<0.01%13F-HR/ATimeline
Park Square Financial Group, LLC19$574<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$60<0.01%new13F-HRTimelineGroup