CTA SIMPLIFY EXCHANGE TRADED FUN
FollowMANAGED FUTURES (fund)
Filings received so far for Q3 2026: 12 13F filers report a position in CTA shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Longview Financial Advisors, Inc. | 243,004 | $7.01M | 4.01% | +6,167 | 13F-HRTimeline |
| PRIVATE CLIENT SERVICES, LLC | 177,270 | $5.11M | 1.37% | -15,504 | 13F-HRTimeline |
| Roan Capital Partners | 96,910 | $2.79M | 2.05% | +493 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 91,565 | $2.64M | 0.02% | +35,267 | 13F-HRTimeline |
| Wealth Enhancement Trust Services, Inc. | 69,306 | $2M | 0.21% | +8,845 | 13F-HRTimeline |
| Whalen Wealth Management Inc. | 39,743 | $1.15M | 0.49% | new | 13F-HRTimeline |
| Global Wealth Strategies & Associates | 33,298 | $960K | 0.18% | -1,073 | 13F-HRTimeline |
| Financial Enhancement Group LLC | 29,896 | $860K | 0.1% | +622 | 13F-HRTimeline |
| City Center Advisors, LLC | 23,925 | $690K | 0.53% | +3,855 | 13F-HRTimeline |
| Insight Wealth Strategies, LLC | 19,732 | $569K | 0.06% | +304 | 13F-HRTimeline |
| Legacy Private Trust Co. | 10,000 | $288K | 0.02% | 0 | 13F-HRTimeline |
| Worth Asset Management, LLC | 7,124 | $205K | 0.06% | new | 13F-HRTimeline |