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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,467,832$135M0.01%+3,445,30813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,105,728$59.8M0.13%-787,05913F-HRTimeline
Boothe Investment Group, Inc.1,738,929$52.6M16.91%+10,42513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,464,649$44.3M0.48%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,346,200$40.7M0.03%+1,273,70013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,274,741$38.5M0.01%+771,64213F-HRTimelineGroup
LPL Financial LLC1,053,741$31.8M0.01%-18,60213F-HRTimeline
Independence Wealth Advisors, LLC951,474$28.8M15.33%+61,42313F-HRTimeline
AE Wealth Management LLC938,908$28.4M0.15%-38,62613F-HRTimeline
UBS Group AGin group UBS Group AG809,774$24.5M<0.01%+806,03313F-HRTimelineGroup
IAG Wealth Partners, LLC794,860$24M2.68%-17,10813F-HRTimeline
HighTower Advisors, LLC683,575$20.7M0.02%+154,90013F-HRTimeline
Altiora Financial Group, LLC630,394$19.1M3.14%-34,06313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC526,114$15.9M0.03%-37,82913F-HRTimelineGroup
Pasadena Private Wealth, LLC523,677$15.8M2.2%+237,61413F-HRTimeline
ABBINGTON INVESTMENT GROUP512,665$15.5M9.01%+50,77613F-HRTimeline
Beaumont Financial Advisors, LLC501,007$15.1M1.04%new13F-HRTimeline
&PARTNERS488,589$14.8M0.07%+15,76413F-HRTimeline
Fielder Capital Group LLC468,124$14.1M3.08%+50,39013F-HRTimeline
MML INVESTORS SERVICES, LLC435,211$13.2M0.04%+318,77813F-HRTimeline
PEAK FINANCIAL ADVISORS LLC430,361$13M5.76%-152,82013F-HRTimeline
Orion Porfolio Solutions, LLC423,820$12.8M0.11%-99,56513F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…404,628$12.2M0.1%-25,58413F-HRTimelineGroup
Ferguson Shapiro LLC402,709$12.2M3.71%+17,33813F-HRTimeline
Deane Retirement Strategies, Inc.399,338$12.1M4.86%+204,79613F-HRTimeline
OmniStar Financial Group, Inc.394,427$11.9M6.18%+17,39813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP381,957$11.5M0.02%+11,14513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC373,265$11.3M<0.01%+37,83013F-HRTimelineGroup
Compound Planning, Inc.371,633$11.2M0.35%+43213F-HRTimeline
Cambridge Investment Research Advisors,…353,131$10.7M0.03%+38,43213F-HRTimeline
Beacon Capital Management, Inc.349,018$10.5M0.59%+162,05313F-HR/ATimeline
THEORY FINANCIAL LLC338,200$10.2M3.59%+141,05213F-HRTimeline
Elevated Capital Advisors, LLC334,840$10.1M2.55%+2,71913F-HRTimeline
COWA, LLC301,281$9.1M2.46%+26,26713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN286,181$8.65M<0.01%+285,33713F-HR/ATimelineGroup
Aspen Wealth Strategies, LLC261,936$7.92M4.25%+5,16913F-HRTimeline
Atria Investments, Inc227,320$6.87M0.08%+51,35513F-HRTimeline
Philip James Wealth Mangement, LLC215,825$6.52M0.75%-81,05613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC208,551$6.3M0.02%+70,46513F-HRTimelineGroup
Longview Financial Advisors, Inc.206,383$6.24M3.81%+15,59313F-HRTimeline
Belpointe Asset Management LLC202,286$6.11M0.22%+1,48613F-HRTimeline
CSS LLC/IL193,879$5.86M0.33%+36413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.190,670$5.76M0.01%-46,39913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY188,559$5.7M<0.01%-99,70813F-HRTimelineGroup
CWM, LLCin group CWM, LLC187,250$5.66M0.01%-2,752,54413F-HRTimelineGroup
MAI Capital Management182,837$5.53M0.03%-52513F-HRTimeline
Key Capital Management, INC182,327$5.51M3.64%+22,60113F-HRTimeline
Clark Capital Management Group, Inc.173,373$5.24M0.03%-163,72813F-HRTimeline
Brookwood Investment Group LLC172,807$5.22M0.67%+152,93513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP165,102$4.99M<0.01%+35,09213F-HRTimelineGroup
NorthCrest Asset Manangement, LLC160,310$4.93M0.15%-16,25713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC160,820$4.86M0.11%+59,27413F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP152,605$4.61M0.26%new13F-HRTimeline
Simplify Asset Management Inc.151,381$4.57M0.07%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC139,571$4.22M1.73%+12,02613F-HRTimeline
PMV Capital Advisers, LLC138,001$4.17M7.04%+7,18213F-HRTimeline
Fiduciary Alliance LLC142,201$4.17M0.25%+85,10513F-HRTimeline
Upper Left Wealth Management, LLC132,990$4.02M2.37%+13,91313F-HRTimeline
Waterloo Capital, L.P.129,051$3.9M0.27%new13F-HRTimeline
Clear Creek Financial Management, LLC128,738$3.89M0.3%+4,71013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd125,469$3.79M0.29%+15,14713F-HRTimelineGroup
Private Advisor Group, LLC125,127$3.78M0.02%-2,32513F-HRTimeline
TriaGen Wealth Management LLC118,288$3.57M0.98%+3,37913F-HRTimeline
Dynamic Advisor Solutions LLC117,962$3.56M0.11%+7,35713F-HRTimeline
FINANCIAL DISCOVERY GROUP INC116,557$3.52M8.23%13F-HRTimeline
Western Wealth Management, LLC114,544$3.46M0.13%+3,56713F-HR/ATimeline
B.O.S.S. Retirement Advisors, LLC109,558$3.31M1.01%+4,13013F-HRTimeline
Sanctuary Advisors, LLC107,759$3.26M0.02%+11,82113F-HRTimeline
Sound Financial Strategies Group, LLC104,137$3.15M2.15%+29,43513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding103,304$3.12M-70,200Timeline
FSA Advisors, Inc.99,716$3.01M1.99%-2,84113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC98,295$2.97M0.05%+52,79113F-HRTimelineGroup
Cambria Investment Management, L.P.96,714$2.92M0.16%+30,65813F-HRTimeline
Encompass More Asset Management96,301$2.91M0.49%+38,50213F-HRTimeline
Principia Wealth Advisory, LLC95,307$2.88M1.63%+24,40813F-HRTimeline
Steward Partners Investment Advisory, L…93,430$2.82M0.01%-10,97713F-HRTimeline
Almanack Investment Partners, LLC.86,638$2.62M0.44%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA82,411$2.49M<0.01%-3,47213F-HRTimelineGroup
Vise Technologies, Inc.91,075$2.48M0.05%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …81,818$2.47M0.05%-14,62813F-HRTimelineGroup
Empirical Asset Management, LLC79,657$2.41M0.64%+3,68113F-HRTimeline
Beacon Capital Management, LLC79,524$2.4M0.42%-48,77113F-HRTimeline
Pekin Hardy Strauss, Inc.79,413$2.4M0.25%+12,98313F-HRTimeline
MANNING & NAPIER ADVISORS LLC76,725$2.35M0.03%+38,58313F-HRTimeline
Professional Financial Advisors, LLC76,437$2.31M0.47%+34,93413F-HRTimeline
R. W. Roge & Company, Inc.76,423$2.31M1.1%-32,06013F-HRTimeline
Authentikos Wealth Advisory, LLC75,371$2.28M1.54%-9,59213F-HRTimeline
RETIREMENT GUYS FORMULA LLC73,966$2.24M1.03%+29,45213F-HRTimeline
Collaborative Fund Advisors, LLC73,361$2.22M1.37%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.67,126$2.03M<0.01%-92,00013F-HRTimelineGroup
Farther Finance Advisors, LLC68,491$2.02M0.02%+11,03413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC66,015$1.99M0.02%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA66,000$1.99M<0.01%013F-HRTimelineGroup
Latitude Advisors, LLC65,785$1.99M0.91%+18,58413F-HRTimeline
Austin Wealth Management, LLC62,149$1.92M0.44%-31,38113F-HRTimeline
Proficio Capital Partners LLC63,301$1.92M0.1%+98513F-HRTimeline
Wealth Enhancement Trust Services, Inc.62,287$1.88M0.23%+7,04013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding61,966$1.87M+16,103Timeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV60,559$1.83M1.01%+4,76113F-HRTimeline
Optivise Advisory Services LLC60,222$1.82M1.1%-6,55513F-HRTimeline
Mariner, LLCin group Mariner, LLC59,657$1.8M<0.01%+10,21313F-HRTimelineGroup
Darwin Wealth Management, LLC59,512$1.8M0.56%-4,08513F-HRTimeline
Foundations Investment Advisors, LLC59,311$1.79M0.02%new13F-HRTimeline
FMA Wealth Management, LLC57,256$1.73M1.15%+62213F-HRTimeline
Blackston Financial Advisory Group, LLC55,487$1.68M1.05%+7,07113F-HRTimeline
RFG Advisory, LLC54,951$1.66M0.03%+3,61113F-HRTimeline
Sharp Wealth Advisory, LLC53,400$1.61M0.8%-7,34013F-HRTimeline
Delta Investment Management, LLC51,161$1.55M0.28%+2,78013F-HRTimeline
Arrowroot Family Office, LLC48,995$1.48M0.49%new13F-HR/ATimeline
Integrated Wealth Concepts LLC46,196$1.4M0.01%+14,77313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC44,796$1.35M0.02%-10,17413F-HRTimelineGroup
Andina Capital Management, LLC44,415$1.34M1.19%-13,76913F-HRTimeline
Fermata Advisors, LLC44,253$1.34M0.3%+2,99113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,938$1.33M<0.01%new13F-HRTimelineGroup
Magnolia Private Wealth, LLC43,668$1.32M0.88%+9,34213F-HRTimeline
Roan Capital Partners42,653$1.29M1.19%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…42,262$1.28M0.02%+9,46313F-HRTimelineGroup
PFG Investments, LLC41,361$1.25M0.06%+6,94513F-HRTimeline
Networth Advisors, LLC40,532$1.22M0.87%+5,85713F-HRTimeline
Betterment LLC39,698$1.2M<0.01%+18,97613F-HRTimeline
BRIGHTON JONES LLC39,028$1.18M0.03%new13F-HR/ATimeline
SECURED RETIREMENT ADVISORS, LLC38,702$1.17M0.66%-7,91413F-HRTimeline
Aries Wealth Management38,506$1.16M0.26%-1,80013F-HRTimeline
Legacy Capital Group California, Inc.35,840$1.08M0.41%new13F-HRTimeline
Global View Capital Management LLC35,594$1.08M0.29%+7,02213F-HRTimeline
MATHER GROUP, LLC.32,790$991K0.01%new13F-HRTimeline
Advisory Services Network, LLC32,403$979K0.01%new13F-HRTimeline
Global Wealth Strategies & Associates31,877$963K0.24%+80213F-HRTimeline
NWAM LLC30,915$934K0.05%+1813F-HRTimeline
ENTREWEALTH, LLC29,415$889K0.4%+3,67413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,601$834K<0.01%-1,98313F-HRTimeline
WCG Wealth Advisors LLC27,089$819K0.02%+11,81413F-HRTimeline
Financial Enhancement Group LLC27,648$785K0.1%new13F-HRTimeline
Worth Asset Management, LLC25,367$767K0.29%new13F-HRTimeline
First Business Financial Services, Inc.24,179$731K0.06%new13F-HRTimeline
Ignite Planners, LLC23,943$724K0.11%-2,53213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,771$718K0.02%+3,12713F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.23,230$702K0.06%-13,85713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,770$686K<0.01%-1,90413F-HRTimelineGroup
Cambridge Advisors Inc.21,154$639K0.12%-2,66713F-HRTimeline
INTEGRITY ALLIANCE, LLC.21,117$638K0.02%new13F-HRTimeline
SHP Wealth Management20,799$629K0.05%+3,21813F-HRTimeline
GWN SECURITIES INC.20,583$622K0.12%+12,11913F-HRTimeline
City Center Advisors, LLC20,552$621K0.57%-54013F-HRTimeline
Signet Private Wealth LLC20,337$615K0.59%+3,82013F-HRTimeline
Insight Wealth Strategies, LLC19,685$595K0.07%-18,61113F-HRTimeline
Prime Capital Investment Advisors, LLC19,417$587K0.01%+12113F-HRTimeline
Independent Advisor Alliance18,965$573K0.01%new13F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.18,243$551K0.22%+2,53913F-HRTimeline
Ausdal Financial Partners, Inc.17,719$535K0.02%+4,30213F-HRTimeline
Luminist Capital LLC17,535$530K0.7%-27313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC17,397$526K<0.01%new13F-HRTimelineGroup
Great Diamond Partners, LLC17,310$523K0.1%+3,44113F-HRTimeline
Able Wealth Management LLC16,901$511K0.14%-1,22713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…16,831$509K0.01%-25613F-HRTimelineGroup
Navis Wealth Advisors, LLC16,447$497K0.25%new13F-HRTimeline
Composition Wealth, LLC16,436$497K0.01%-31,65113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,272$492K<0.01%-8,50513F-HRTimelineGroup
Savvy Advisors, Inc.16,190$489K0.01%new13F-HRTimeline
Axim Planning & Wealth15,981$483K0.59%+3,33013F-HRTimeline
CAP Partners, LLC15,642$473K0.27%+78213F-HRTimeline
Claro Advisors Inc.14,824$448K0.05%new13F-HRTimeline
Advyzon Investment Management, LLC13,998$423K0.04%+1,59513F-HRTimeline
WEDBUSH SECURITIES INC13,828$418K0.01%-27,30913F-HRTimeline
MGO ONE SEVEN LLC13,628$412K0.01%-70013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,283$401K<0.01%+1,04513F-HRTimelineGroup
Ethos Financial Group, LLC12,613$381K0.03%-1,62113F-HRTimeline
Marex Group Ltdin group Marex Group Ltd12,500$378K<0.01%new13F-HRTimelineGroup
Decker Retirement Planning Inc.12,464$377K0.17%-1,22613F-HRTimeline
Strive Financial Group ,LLC12,199$369K0.2%+4,80813F-HRTimeline
Cetera Investment Advisers12,155$367K<0.01%-9,36213F-HRTimeline
Creative Planningin group Creative Planning12,079$365K<0.01%+1,97813F-HRTimelineGroup
Solstein Capital, LLC11,836$358K0.15%-68013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding11,432$345K-621Timeline
Omnitrust Wealth Management, Inc11,187$338K0.44%new13F-HRTimeline
Advisor Resource Council10,958$331K0.13%+1,90413F-HRTimeline
Firestone Capital Management10,820$327K0.07%+2,47013F-HRTimeline
Beacon Pointe Advisors, LLC10,808$327K<0.01%+2,81413F-HRTimeline
Genesis Wealth Advisors, LLC10,766$325K0.22%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,402$314K<0.01%-59613F-HRTimelineGroup
Archford Capital Strategies, LLC10,397$314K0.04%-154,34813F-HRTimeline
GeoWealth Management, LLC10,225$309K0.01%new13F-HRTimeline
Orcam Financial Group10,140$306K0.22%013F-HRTimeline
Legacy Private Trust Co.10,000$302K0.02%new13F-HRTimeline
KWB Wealth10,951$299K0.03%-12813F-HRTimeline
Resurgent Financial Advisors LLC9,866$298K0.11%-80313F-HRTimeline
POM Investment Strategies, LLC9,558$289K0.36%-229,06713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,201$278K0.01%+1,35813F-HRTimelineGroup
Mutual Advisors, LLC8,717$263K0.01%+15813F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC8,058$244K0.04%new13F-HRTimelineGroup
Innovative Wealth Building LLC7,807$236K0.17%new13F-HRTimeline
Caerus Investment Advisors, LLC7,730$234K0.1%-1,20013F-HRTimeline
LifeWealth Investments, LLC7,679$232K0.07%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC7,522$227K0.02%new13F-HRTimelineGroup
Trajan Wealth LLC7,079$214K0.01%new13F-HRTimeline
Csenge Advisory Group6,976$211K0.01%new13F-HRTimeline
PFG Advisors6,872$208K0.01%-2,07413F-HRTimeline
Allie Family Office LLC6,718$203K0.09%new13F-HR/ATimeline
J.Safra Asset Management Corp5,959$180K0.01%+17213F-HRTimeline
IFP Advisors, Inc5,281$160K<0.01%-4,56413F-HRTimeline