Simplify Managed Futures StCTAETF
13F holders, Q2 2026 (June 30)251holders +11
41new positions
31sold out
1famous investor
$25.57avg. 13F price*
At the end of Q2 2026, 251 institutions reported holding Simplify Managed Futures St (CTA) in their 13F filings, up 11 from Q1 2026. 41 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($134.1M), Wealth Enhancement Advisory Services, LLC ($75.4M) and Citigroup Inc. ($55.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Simplify Managed Futures St
- CUSIP
- 82889N699
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $41.4M |
| Exits | 31 | $90.4M |
All 13F filers, Q1 2026 → Q2 2026: 7,782,089 shares bought and 4,314,075 shares sold, net +3,468,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| Bank of America Corp. | 0.01% | Add +15.7% | 5,171,126 | $134.1M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +47.2% | 3,099,211 | $75.4M |
| Citigroup Inc. | 0.03% | Add +57.6% | 2,121,200 | $55.0M |
| Boothe Investment Group, Inc. | 14.24% | Add +0.2% | 1,741,958 | $45.2M |
| LPL Financial LLC | 0.01% | Add +40.0% | 1,475,530 | $38.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.0% | 1,160,469 | $30.1M |
| AE Wealth Management LLC | 0.12% | Add +6.6% | 1,001,267 | $26.0M |
| Independence Wealth Advisors, LLC | 12.67% | Add +2.3% | 973,762 | $25.3M |
| IAG Wealth Partners, LLC | 2.11% | Add +3.3% | 821,040 | $21.3M |
| UBS Group AG | 0.00% | Reduce -0.6% | 804,759 | $20.9M |
| Assetmark, Inc. | 0.03% | Add +18.0% | 620,809 | $16.1M |
| Deane Retirement Strategies, Inc. | 6.56% | Add +49.7% | 597,723 | $15.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -21.2% | 538,438 | $14.0M |
| Abbington Investment Group | 8.87% | Add +4.8% | 537,313 | $13.9M |
| Beacon Capital Management, Inc. | 0.83% | Add +51.4% | 528,537 | $13.7M |
| Pasadena Private Wealth, LLC | 1.71% | Reduce -2.1% | 512,694 | $13.3M |
| Altiora Financial Group, LLC | 2.06% | Reduce -20.1% | 503,393 | $13.1M |
| Fielder Capital Group LLC | 2.73% | Add +4.0% | 486,636 | $12.6M |
| Compound Planning, Inc. | 0.31% | Add +24.6% | 463,212 | $12.0M |
| Truist Financial Corp. | 0.01% | Add +19.3% | 455,688 | $11.8M |
| &partners | 0.05% | Reduce -8.4% | 447,318 | $11.5M |
| New York Life Investment Management LLC | 0.08% | Add +7.3% | 434,277 | $11.3M |
| Peak Financial Advisors LLC | 4.59% | Reduce -0.7% | 427,579 | $11.1M |
| OmniStar Financial Group, Inc. | 5.07% | Add +7.5% | 424,076 | $11.0M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -1.3% | 418,318 | $10.9M |
| Raymond James Financial Inc. | 0.00% | Add +9.9% | 410,108 | $10.6M |
| Osaic Holdings, Inc. | 0.01% | Add +105.2% | 391,186 | $10.1M |
| Waterloo Capital, L.P. | 0.57% | Add +200.1% | 387,215 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +7.6% | 380,117 | $9.9M |
| Ferguson Shapiro LLC | 2.86% | Reduce -7.4% | 372,915 | $9.7M |
| Theory Financial LLC | 2.95% | Add +6.8% | 361,176 | $9.4M |
| Elevated Capital Advisors, LLC | 2.58% | Add +7.8% | 360,978 | $9.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2460.7% | 340,142 | $8.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | New | 324,827 | $8.4M |
| Cowa, LLC | 2.27% | Add +7.4% | 323,481 | $8.4M |
| Clark Capital Management Group, Inc. | 0.04% | Add +78.2% | 308,885 | $8.0M |
| Wells Fargo & Company | 0.00% | Reduce -2.2% | 279,828 | $7.3M |
| GFS Advisors, LLC | 0.76% | New | 815 | $7.1M |
| Aspen Wealth Strategies, LLC | 3.35% | Add +1.9% | 266,834 | $6.9M |
| Longview Financial Advisors, Inc. | 3.59% | Add +14.8% | 236,837 | $6.1M |
| Morgan Stanley | 0.00% | Add +18.4% | 223,166 | $5.8M |
| MML Investors Services, LLC | 0.01% | Reduce -49.8% | 218,703 | $5.7M |
| Philip James Wealth Mangement, LLC | 0.60% | Reduce -7.9% | 198,784 | $5.2M |
| Belpointe Asset Management LLC | 0.17% | Reduce -3.3% | 195,637 | $5.1M |
| Key Capital Management, INC | 2.61% | Add +7.3% | 195,557 | $5.1M |
| CSS LLC | 0.68% | No change | 193,879 | $5.0M |
| Private Client Services, LLC | 1.31% | New | 192,774 | $5.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -8.9% | 189,891 | $4.9M |
| NorthCrest Asset Manangement, LLC | 0.12% | Add +14.6% | 183,712 | $4.8M |
| MAI Capital Management | 0.02% | Add +0.4% | 183,640 | $4.8M |
| Stifel Financial Corp. | 0.00% | Add +1.6% | 167,661 | $4.3M |
| IFG Advisory, LLC | 0.15% | New | 161,765 | $4.2M |
| Fiduciary Alliance LLC | 0.27% | Add +7.3% | 152,629 | $4.0M |
| Vise Technologies, Inc. | 0.04% | Add +63.0% | 148,426 | $3.9M |
| Clear Creek Financial Management, LLC | 0.23% | Add +9.1% | 140,430 | $3.6M |
| Principia Wealth Advisory, LLC | 1.82% | Add +47.1% | 140,243 | $3.6M |
| Howard Bailey Securities, LLC | 1.36% | Reduce -0.0% | 139,542 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +10.2% | 137,928 | $3.6M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +10.9% | 130,771 | $3.4M |
| Atria Investments, Inc | 0.03% | Reduce -43.4% | 128,615 | $3.3M |
| TriaGen Wealth Management LLC | 0.83% | Add +7.3% | 126,953 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +53.1% | 126,178 | $3.3M |
| Upper Left Wealth Management, LLC | 1.81% | Reduce -5.4% | 125,785 | $3.3M |
| Cumberland Partners Ltd | 0.21% | Reduce -0.2% | 125,198 | $3.2M |
| Financial Discovery Group Inc. | 6.88% | Add +6.8% | 124,445 | $3.2M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -24.7% | 121,033 | $3.1M |
| Sowell Financial Services LLC | 0.10% | New | 116,223 | $3.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.81% | Add +6.0% | 116,097 | $3.0M |
| Manning & Napier Advisors LLC | 0.04% | Add +50.5% | 115,501 | $3.0M |
| FSA Advisors, Inc. | 1.31% | Add +10.7% | 110,420 | $2.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.7% | 106,990 | $2.8M |
| Sound Financial Strategies Group, LLC | 1.72% | No change | 104,137 | $2.7M |
| Pekin Hardy Strauss, Inc. | 0.23% | Add +25.5% | 99,648 | $2.6M |
| Cambria Investment Management, L.P. | 0.13% | Add +2.7% | 99,307 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.5% | 96,704 | $2.5M |
| Roan Capital Partners | 2.07% | Add +126.0% | 96,417 | $2.5M |
| Stratos Investment Management, LLC | 0.09% | Add +1.6% | 96,346 | $2.5M |
| Ameritas Advisory Services, LLC | 0.05% | New | 94,184 | $2.4M |
| Empirical Asset Management, LLC | 0.54% | Add +16.0% | 92,415 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +25.8% | 84,463 | $2.2M |
| Integrity Alliance, Llc. | 0.07% | Add +279.6% | 80,151 | $2.1M |
| Capital Financial Group Inc\co\ | 1.07% | Add +30.3% | 78,931 | $2.0M |
| Exchange Traded Concepts, LLC | 0.01% | Add +18.4% | 78,171 | $2.0M |
| Professional Financial Advisors, LLC | 0.35% | Add +1.5% | 77,564 | $2.0M |
| Retirement Guys Formula LLC | 0.76% | Add +4.8% | 77,492 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -5.8% | 77,059 | $2.0M |
| PMV Capital Advisers, LLC | 2.96% | Reduce -45.0% | 75,962 | $2.0M |
| R. W. Roge & Company, Inc. | 0.81% | Reduce -3.2% | 73,959 | $1.9M |
| Authentikos Wealth Advisory, LLC | 1.19% | Reduce -4.9% | 71,678 | $1.9M |
| Proficio Capital Partners LLC | 0.06% | Add +8.3% | 68,581 | $1.8M |
| Austin Wealth Management, LLC | 0.35% | Reduce -2.8% | 60,424 | $1.6M |
| Principal Securities, Inc. | 0.02% | Add +38.8% | 62,185 | $1.6M |
| Sharp Wealth Advisory, LLC | 0.74% | Add +16.0% | 61,925 | $1.6M |
| Darwin Wealth Management, LLC | 0.43% | Add +2.9% | 61,209 | $1.6M |
| Axxcess Wealth Management, LLC | 0.03% | New | 61,210 | $1.6M |
| Bank of Nova Scotia | 0.00% | Reduce -8.2% | 60,600 | $1.6M |
| Wealth Enhancement Trust Services, Inc. | 0.17% | Reduce -2.9% | 60,461 | $1.6M |
| Arrowroot Family Office, LLC | 0.45% | Add +22.9% | 60,203 | $1.6M |
| Global View Capital Management LLC | 0.32% | Add +68.4% | 59,936 | $1.6M |
| Magnolia Private Wealth, LLC | 0.85% | Add +35.9% | 59,357 | $1.5M |
| Blackston Financial Advisory Group, LLC | 0.86% | Add +5.4% | 58,479 | $1.5M |
| Beacon Capital Management, LLC | 0.22% | Reduce -27.4% | 57,700 | $1.5M |
| Delta Investment Management, LLC | 0.24% | Add +11.8% | 57,192 | $1.5M |
| Ascentis Wealth Management, LLC | 0.25% | Add +4.5% | 57,185 | $1.5M |
| FMA Wealth Management, LLC | 0.94% | Reduce -1.4% | 56,469 | $1.5M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -17.8% | 56,298 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 56,173 | $1.5M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -48.0% | 51,114 | $1.3M |
| Mather Group, Llc. | 0.01% | Add +51.6% | 49,706 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +11.5% | 47,116 | $1.2M |
| Money Concepts Capital Corp. | 0.06% | Reduce -69.3% | 46,898 | $1.2M |
| Bank of Montreal | 0.00% | Add +2962.3% | 45,108 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -8.8% | 42,153 | $1.1M |
| PFG Investments, LLC | 0.04% | Add +1.4% | 41,924 | $1.1M |
| Fermata Advisors, LLC | 0.22% | Reduce -6.4% | 41,438 | $1.1M |
| Networth Advisors, LLC | 0.62% | Add +2.0% | 41,351 | $1.1M |
| Betterment LLC | 0.00% | Add +3.3% | 41,020 | $1.1M |
| WCG Wealth Advisors LLC | 0.03% | Add +50.7% | 40,818 | $1.1M |
| Brighton Jones LLC | 0.02% | Add +3.1% | 40,221 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Add +24.1% | 40,204 | $1.0M |
| Aries Wealth Management | 0.20% | Add +3.5% | 39,856 | $1.0M |
| Latitude Advisors, LLC | 0.41% | Reduce -40.1% | 39,412 | $1.0M |
| Secured Retirement Advisors, LLC | 0.52% | Add +1.0% | 39,074 | $1.0M |
| Legacy Capital Group California, Inc. | 0.30% | Add +7.5% | 38,528 | $999K |
| Independent Financial Group, LLC | 0.02% | Add +51.6% | 36,035 | $935K |
| First Business Financial Services, Inc. | 0.07% | Add +48.3% | 35,851 | $930K |
| Summit Financial, LLC | 0.01% | New | 35,851 | $930K |
| Global Wealth Strategies & Associates | 0.17% | Add +7.8% | 34,371 | $892K |
| Entrewealth, LLC | 0.33% | Add +15.1% | 33,855 | $882K |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.7% | 33,869 | $879K |
| Nwam LLC | 0.04% | Add +9.4% | 33,830 | $878K |
| Financial Enhancement Group LLC | 0.09% | Add +5.9% | 29,274 | $759K |
| Goldman Sachs Group Inc. | 0.00% | New | 28,699 | $744K |
| Rede Wealth, LLC | 0.24% | New | 28,426 | $737K |
| SHP Wealth Management | 0.05% | Add +25.3% | 26,063 | $676K |
| Park Avenue Securities LLC | 0.00% | Add +55.4% | 25,293 | $656K |
| Kennedy Investment Group, Inc. | 0.22% | Add +37.1% | 25,003 | $649K |
| Claro Advisors Inc. | 0.07% | Add +64.8% | 24,437 | $634K |
| Lloyd Advisory Services, LLC. | 0.24% | Add +10392.1% | 24,027 | $623K |
| Hilltop Holdings Inc. | 0.05% | No change | 23,230 | $603K |
| Advisors Preferred, LLC | 0.09% | Add +189.8% | 23,355 | $600K |
| Luminist Capital LLC | 0.67% | Add +34.9% | 23,655 | $594K |
| Roman Butler Fullerton & Co. | 0.14% | New | 22,243 | $591K |
| GWN Securities Inc. | 0.10% | Add +10.3% | 22,704 | $589K |
| National Bank of Canada | 0.00% | Reduce -0.2% | 22,717 | $588K |
| AQR Capital Management | 0.00% | Add +109.0% | 21,743 | $564K |
| Flow Traders U.S. LLC | 0.02% | New | 21,700 | $563K |
| Cambridge Advisors Inc. | 0.10% | Add +1.3% | 21,437 | $556K |
| Ignite Planners, LLC | 0.08% | Reduce -11.2% | 21,258 | $549K |
| Tidal Investments LLC | 0.00% | Add +20.4% | 20,938 | $543K |
| Optivise Advisory Services LLC | 0.27% | Reduce -66.5% | 20,200 | $524K |
| PFG Advisors | 0.03% | Add +193.6% | 20,176 | $523K |
| City Center Advisors, LLC | 0.42% | Reduce -2.4% | 20,070 | $521K |
| Marex Group Ltd | 0.00% | Add +56.8% | 19,600 | $508K |
| Insight Wealth Strategies, LLC | 0.05% | Reduce -1.3% | 19,428 | $501K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -4.3% | 18,584 | $482K |
| CAP Partners, LLC | 0.23% | Add +17.5% | 18,386 | $477K |
| Blueprint Financial Advisors LLC | 0.05% | Add +58.7% | 18,145 | $471K |
| Blueprint Investment Partners LLC | 0.04% | Add +58.7% | 18,145 | $471K |
| Guilbault Capital LLC | 0.47% | New | 17,850 | $463K |
| Legacy Wealth Managment, LLC | 0.18% | Add +270.4% | 17,284 | $448K |
| Andina Capital Management, LLC | 0.73% | Reduce -61.3% | 17,202 | $446K |
| Great Diamond Partners, LLC | 0.07% | Reduce -3.1% | 16,773 | $435K |
| Fiduciary Financial Advisors | 0.04% | New | 16,803 | $435K |
| Signet Private Wealth LLC | 0.35% | Reduce -17.9% | 16,699 | $433K |
| Composition Wealth, LLC | 0.01% | No change | 16,436 | $426K |
| Caerus Investment Advisors, LLC | 0.14% | Add +102.7% | 15,670 | $406K |
| Global Retirement Partners, LLC | 0.01% | — | 15,023 | $390K |
| Watchman Group, Inc. | 0.08% | New | 14,589 | $378K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +33.9% | 14,469 | $375K |
| Mgo One Seven LLC | 0.01% | Add +3.7% | 14,128 | $366K |
| Axim Planning & Wealth | 0.52% | Reduce -12.0% | 14,061 | $365K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -20.9% | 14,022 | $364K |
| Susquehanna International Group, LLP | 0.00% | New | 13,786 | $358K |
| Rockefeller Capital Management L.P. | 0.00% | New | 13,656 | $354K |
| Orcam Financial Group | 0.17% | Add +32.5% | 13,440 | $349K |
| Strive Financial Group ,LLC | 0.15% | Add +9.9% | 13,407 | $348K |
| Creative Planning | 0.00% | Add +10.6% | 13,355 | $346K |
| Ethos Financial Group, LLC | 0.02% | Reduce -3.4% | 12,180 | $333K |
| Decker Retirement Planning Inc. | 0.11% | Add +1.0% | 12,584 | $326K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -28.8% | 11,979 | $311K |
| Advisor Resource Council | 0.10% | Add +8.4% | 11,874 | $310K |
| Solstein Capital, LLC | 0.11% | No change | 11,836 | $307K |
| JPMorgan Chase & Co. | 0.00% | Add +153.3% | 11,530 | $300K |
| Able Wealth Management LLC | 0.07% | Reduce -33.1% | 11,304 | $293K |
| D'Orazio & Associates, Inc. | 0.03% | New | 11,285 | $293K |
| IHT Wealth Management, LLC | 0.01% | New | 11,133 | $289K |
| GeoWealth Management, LLC | 0.01% | Add +8.5% | 11,096 | $288K |
| Keeler Thomas Management LLC | 0.10% | New | 11,028 | $286K |
| Resurgent Financial Advisors LLC | 0.08% | Add +10.3% | 10,884 | $282K |
| Firestone Capital Management | 0.05% | No change | 10,820 | $281K |
| Genesis Wealth Advisors, LLC | 0.17% | No change | 10,766 | $279K |
| New Wave Wealth Advisors LLC | 0.08% | New | 10,715 | $278K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -25.8% | 10,382 | $269K |
| Lewis Asset Management, LLC | 0.09% | New | 10,300 | $267K |
| Cetera Investment Advisers | 0.00% | Reduce -16.2% | 10,189 | $264K |
| Legacy Private Trust Co. | 0.01% | No change | 10,000 | $259K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -4.8% | 9,903 | $257K |
| E&G Advisors, LLC | 0.05% | New | 9,700 | $252K |
| Independent Advisor Alliance | 0.01% | Reduce -49.1% | 9,650 | $250K |
| Lanark Financial, Inc. | 0.02% | Add +76.9% | 9,200 | $239K |
| StoneX Group Inc. | 0.01% | Reduce -3.8% | 8,852 | $230K |
| Mutual Advisors, LLC | 0.00% | Add +1.1% | 8,812 | $229K |
| LifeWealth Investments, LLC | 0.06% | Add +14.3% | 8,780 | $228K |
| Wedbush Securities Inc. | 0.01% | Reduce -37.0% | 8,709 | $226K |
| Innovative Wealth Building LLC | 0.13% | Add +8.3% | 8,453 | $219K |
| XY Planning Network, Inc. | 0.03% | New | 8,042 | $209K |
| Choreo, LLC | 0.00% | New | 7,822 | $203K |
| Allie Family Office LLC | 0.06% | Add +9900.0% | 671,800 | $174K |
| Tounjian Advisory Partners, LLC | 0.07% | New | 6,594 | $171K |
| J.Safra Asset Management Corp | 0.01% | Add +6.7% | 6,357 | $165K |
| Belvedere Trading LLC | 0.01% | New | 4,299 | $112K |
| POM Investment Strategies, LLC | 0.10% | Reduce -63.1% | 3,527 | $91K |
| IFP Advisors, Inc | 0.00% | Reduce -37.3% | 3,312 | $86K |
| Continuum Advisory, LLC | 0.01% | New | 3,299 | $86K |
| Ankerstar Wealth, LLC | 0.06% | Reduce -10.5% | 2,932 | $76K |
| Raleigh Capital Management Inc. | 0.02% | Reduce -11.7% | 2,811 | $73K |
| Allworth Financial LP | 0.00% | Reduce -55.6% | 1,468 | $38K |
| Buck Wealth Strategies, LLC | 0.00% | New | 1,389 | $36K |
| Montgomery Financial Services LLC | 0.03% | — | 1,290 | $33K |
| Jones Financial Companies LLLP | 0.00% | New | 1,194 | $31K |
| Simplex Trading, LLC | 0.00% | Reduce -32.0% | 1,156 | $30K |
| Compass Financial Management LLC | 0.00% | — | 995 | $26K |
| Evolution Wealth Management Inc. | 0.01% | No change | 979 | $25K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 976 | $25K |
| Signature Equity Partners, LLC | 0.01% | Add +8.9% | 966 | $25K |
| Parallel Advisors, LLC | 0.00% | Reduce -33.6% | 921 | $24K |
| Signature Resources Capital Management, LLC | 0.01% | New | 916 | $24K |
| Triumph Capital Management | 0.00% | No change | 845 | $22K |
| NewEdge Advisors, LLC | 0.00% | Add +85.7% | 700 | $18K |
| Geneos Wealth Management Inc. | 0.00% | No change | 670 | $17K |
| Harbour Investments, Inc. | 0.00% | Add +530.2% | 605 | $16K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 521 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | New | 435 | $11K |
| IMA Advisory Services, Inc. | 0.00% | New | 400 | $10K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -11.6% | 367 | $10K |
| Clearstead Advisors, LLC | 0.00% | Add +80.0% | 360 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | New | 323 | $8K |
| SouthState Bank Corp | 0.00% | New | 283 | $7K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 236 | $6K |
| Kingdom Financial Group LLC. | 0.00% | No change | 229 | $6K |
| Arax Advisory Partners | 0.00% | New | 159 | $4K |
| Private Trust Co. NA | 0.00% | Add +139.5% | 103 | $3K |
| Nvwm, LLC | 0.00% | No change | 100 | $3K |
| SJS Investment Consulting Inc. | 0.00% | New | 68 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -53.0% | 63 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -30.6% | 25 | $698 |
| Capital Advisor Network LLC | 0.00% | No change | 25 | $649 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 8 | $208 |
| Acumen Wealth Advisors, LLC | 0.00% | New | 5 | $130 |
| US Bancorp \de | 0.00% | New | 1 | $40 |
"% of holder's portfolio" is CTA's weight in each manager's 13F, not the share of Simplify Managed Futures St the manager owns.