Simplify Managed Futures StCTAETF
13F holders, Q1 2025 (March 31)166holders +55
64new positions
11sold out
1famous investor
$29.53avg. 13F price*
At the end of Q1 2025, 166 institutions reported holding Simplify Managed Futures St (CTA) in their 13F filings, up 55 from Q4 2024. 64 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($50.8M), AE Wealth Management LLC ($28.8M) and LPL Financial LLC ($22.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify Managed Futures St
- CUSIP
- 82889N699
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $117.5M |
| Exits | 11 | $4.9M |
All 13F filers, Q4 2024 → Q1 2025: 9,800,578 shares bought and 881,271 shares sold, net +8,919,307 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 166 holders
| Bank of America Corp. | 0.00% | Add +56326.5% | 1,714,801 | $50.8M |
| AE Wealth Management LLC | 0.24% | Add +47.0% | 972,082 | $28.8M |
| LPL Financial LLC | 0.01% | Add +77.0% | 743,913 | $22.0M |
| Beacon Capital Management, LLC | 2.88% | Add +94.3% | 721,066 | $21.3M |
| HighTower Advisors, LLC | 0.03% | Add +191.2% | 706,315 | $20.9M |
| Pasadena Private Wealth, LLC | 3.09% | Add +199.0% | 540,935 | $16.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 458,565 | $13.6M |
| Private Advisor Group, LLC | 0.08% | Add +695.5% | 427,004 | $12.6M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -6.7% | 423,211 | $12.5M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -6.7% | 423,211 | $12.5M |
| Altiora Financial Group, LLC | 2.47% | Add +39.3% | 392,260 | $11.6M |
| Wells Fargo & Company | 0.00% | Reduce -47.8% | 354,457 | $10.5M |
| Clear Creek Financial Management, LLC | 1.03% | Add +1.0% | 334,813 | $9.9M |
| Peak Financial Advisors LLC | 4.93% | Add +0.7% | 327,072 | $9.7M |
| Whalen Wealth Management Inc. | 6.13% | Add +151.1% | 310,696 | $9.2M |
| Capital A Wealth Management, LLC | 9.01% | New | 290,509 | $8.6M |
| POM Investment Strategies, LLC | 9.90% | New | 286,194 | $8.5M |
| Napa Wealth Management | 4.70% | Add +655.5% | 282,306 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.6% | 266,550 | $7.9M |
| Morgan Stanley | 0.00% | Add +56.2% | 264,518 | $7.8M |
| Advisor Resource Council | 0.55% | New | 237,109 | $6.8M |
| Dynamic Advisor Solutions LLC | 0.20% | New | 203,248 | $6.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +37.4% | 203,119 | $6.0M |
| Philip James Wealth Mangement, LLC | 0.75% | Add +22.8% | 199,067 | $5.9M |
| Longview Financial Advisors, Inc. | 5.04% | Add +10.3% | 198,428 | $5.9M |
| Elevated Capital Advisors, LLC | 1.59% | Add +320.8% | 192,050 | $5.7M |
| Belpointe Asset Management LLC | 0.29% | New | 191,461 | $5.7M |
| Fischer Investment Strategies, LLC | 4.03% | New | 184,766 | $5.5M |
| Aspen Wealth Strategies, LLC | 3.44% | New | 177,069 | $5.2M |
| Atria Investments, Inc | 0.07% | Add +56.7% | 176,803 | $5.2M |
| Beacon Capital Management, Inc. | 0.26% | No change | 186,965 | $5.2M |
| Money Concepts Capital Corp. | 0.38% | New | 172,366 | $5.1M |
| Astor Investment Management LLC | 2.68% | Reduce -44.2% | 170,002 | $5.0M |
| Cowa, LLC | 2.05% | Add +50.8% | 162,302 | $4.8M |
| Archford Capital Strategies, LLC | 0.69% | New | 158,001 | $4.7M |
| Howard Bailey Securities, LLC | 1.39% | Add +1576.5% | 140,475 | $4.2M |
| Stifel Financial Corp. | 0.00% | New | 138,620 | $4.1M |
| Authentikos Wealth Advisory, LLC | 3.09% | New | 133,399 | $3.9M |
| New York Life Investment Management LLC | 0.04% | Add +56.0% | 132,321 | $3.9M |
| Prime Capital Investment Advisors, LLC | 0.04% | New | 130,075 | $3.9M |
| CSS LLC | 0.74% | Add +66.3% | 124,335 | $3.7M |
| Upper Left Wealth Management, LLC | 2.61% | New | 122,924 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +94.3% | 120,210 | $3.6M |
| CLG LLC | 1.22% | Add +21.7% | 118,805 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +13.7% | 114,723 | $3.4M |
| Ethos Financial Group, LLC | 0.33% | No change | 121,466 | $3.4M |
| Cumberland Partners Ltd | 0.26% | New | 111,979 | $3.3M |
| Ignite Planners, LLC | 0.65% | New | 119,271 | $3.3M |
| Financial Enhancement Group LLC | 0.50% | Add +1.6% | 114,297 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +86.3% | 104,993 | $3.1M |
| Encompass More Asset Management | 0.83% | Add +193.6% | 94,217 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -0.4% | 91,951 | $2.7M |
| Mariner, LLC | 0.00% | New | 90,613 | $2.7M |
| Stratos Investment Management, LLC | 0.14% | New | 85,737 | $2.5M |
| SFG Wealth Management, LLC. | 1.20% | Add +36.7% | 83,189 | $2.5M |
| Theory Financial LLC | 1.02% | New | 81,434 | $2.4M |
| R. W. Roge & Company, Inc. | 1.26% | New | 77,471 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Add +526.8% | 76,965 | $2.3M |
| Clark Capital Management Group, Inc. | 0.02% | New | 74,090 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | New | 72,468 | $2.1M |
| TCFG Wealth Management, LLC | 1.03% | New | 69,075 | $2.0M |
| Apollon Wealth Management, LLC | 0.04% | New | 68,549 | $2.0M |
| Simplify Asset Management Inc. | 0.09% | Reduce -52.3% | 66,957 | $2.0M |
| Smith, Moore & Co. | 0.18% | New | 65,086 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.10% | New | 61,684 | $1.8M |
| FSA Advisors, Inc. | 1.45% | Add +110.2% | 61,596 | $1.8M |
| Optivise Advisory Services LLC | 1.02% | Add +52.9% | 61,232 | $1.8M |
| Composition Wealth, LLC | 0.04% | Reduce -30.7% | 60,311 | $1.8M |
| Geneos Wealth Management Inc. | 0.05% | Add +3282.0% | 53,233 | $1.6M |
| Aries Wealth Management | 0.41% | Add +0.1% | 51,275 | $1.5M |
| WESPAC Advisors, LLC | 1.23% | New | 50,967 | $1.5M |
| Andina Capital Management, LLC | 1.07% | Add +8.9% | 50,948 | $1.5M |
| PFG Investments, LLC | 0.09% | New | 48,491 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Add +178233.3% | 48,150 | $1.4M |
| Global Wealth Strategies & Associates | 0.38% | Add +9.3% | 42,100 | $1.2M |
| Legacy Capital Group California, Inc. | 0.43% | Reduce -44.6% | 41,531 | $1.2M |
| Secured Retirement Advisors, LLC | 0.78% | New | 40,841 | $1.2M |
| Ascentis Wealth Management, LLC | 0.39% | Add +23.2% | 40,452 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.04% | New | 40,587 | $1.2M |
| Hilltop Holdings Inc. | 0.07% | New | 38,840 | $1.1M |
| FMA Wealth Management, LLC | 0.88% | No change | 39,987 | $1.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +662.8% | 38,238 | $1.1M |
| Brighton Jones LLC | 0.04% | Add +37.5% | 37,467 | $1.1M |
| Brookstone Capital Management | 0.02% | New | 37,250 | $1.1M |
| Retirement Guys Formula LLC | 0.54% | Add +218.3% | 36,486 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | New | 34,900 | $1.0M |
| Sharp Wealth Advisory, LLC | 0.76% | Reduce -13.5% | 33,740 | $999K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +224.0% | 33,641 | $996K |
| Integrated Wealth Concepts LLC | 0.01% | Add +88.8% | 33,194 | $983K |
| Nwam LLC | 0.08% | Reduce -3.5% | 32,633 | $966K |
| Stegent Equity Advisors, Inc. | 0.86% | New | 28,493 | $843K |
| Baird Financial Group, Inc. | 0.00% | New | 28,350 | $839K |
| Cary Street Partners Financial LLC | 0.03% | Add +19.7% | 28,088 | $831K |
| Global View Capital Management LLC | 0.29% | New | 27,421 | $812K |
| Avantax Advisory Services, Inc. | 0.00% | Add +23.9% | 26,903 | $796K |
| Magnolia Private Wealth, LLC | 0.66% | Add +107.3% | 26,436 | $783K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 24,392 | $719K |
| Cwm, LLC | 0.00% | Add +45.7% | 22,583 | $668K |
| National Bank of Canada | 0.00% | Add +16.6% | 22,445 | $664K |
| WT Wealth Management | 0.21% | Add +34.0% | 22,195 | $657K |
"% of holder's portfolio" is CTA's weight in each manager's 13F, not the share of Simplify Managed Futures St the manager owns.