Simplify US Eq Plus MGD FutCTAPETF
13F holders, Q2 2026 (June 30)18holders +5
8new positions
2sold out
$26.42avg. 13F price*
At the end of Q2 2026, 18 institutions reported holding Simplify US Eq Plus MGD Fut (CTAP) in their 13F filings, up 5 from Q1 2026. 8 opened new positions and 2 sold out. The largest holders were Mather Group, Llc. ($15.4M), MML Investors Services, LLC ($7.3M) and Tactive Advisors, LLC ($2.9M).
- Company
- Simplify US Eq Plus MGD Fut
- CUSIP
- 82889N228
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $17.5M |
| Exits | 2 | $30K |
All 13F filers, Q1 2026 → Q2 2026: 1,025,572 shares bought and 1,478 shares sold, net +1,024,094 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Mather Group, Llc. | 0.13% | Add +89.5% | 583,086 | $15.4M |
| MML Investors Services, LLC | 0.01% | New | 274,867 | $7.3M |
| Tactive Advisors, LLC | 0.71% | New | 109,411 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | New | 105,028 | $2.8M |
| Kensington Asset Management, LLC | 0.14% | New | 100,000 | $2.6M |
| Simplify Asset Management Inc. | 0.04% | No change | 100,000 | $2.6M |
| Professional Financial Advisors, LLC | 0.40% | Add +14.5% | 87,942 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.6% | 78,163 | $2.1M |
| Wedbush Securities Inc. | 0.05% | Add +86.9% | 77,078 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | New | 64,469 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +20976.5% | 30,561 | $802K |
| Pekin Hardy Strauss, Inc. | 0.06% | Add +24.4% | 26,576 | $702K |
| Triton Wealth Management, PLLC | 0.15% | Reduce -2.0% | 18,126 | $482K |
| Magnolia Private Wealth, LLC | 0.25% | Add +8.6% | 16,938 | $447K |
| Chicago Partners Investment Group LLC | 0.00% | New | 7,159 | $204K |
| Reyes Financial Architecture, Inc. | 0.01% | New | 874 | $23K |
| Caitlin John, LLC | 0.00% | New | 337 | $9K |
| Deane Retirement Strategies, Inc. | 0.00% | No change | 149 | $4K |
"% of holder's portfolio" is CTAP's weight in each manager's 13F, not the share of Simplify US Eq Plus MGD Fut the manager owns.