Simplify US Eq Plus MGD FutCTAPETF
13F holders, Q1 2026 (March 31)13holders +11
11new positions
0sold out
$26.78avg. 13F price*
At the end of Q1 2026, 13 institutions reported holding Simplify US Eq Plus MGD Fut (CTAP) in their 13F filings, up 11 from Q4 2025. 11 opened new positions and 0 sold out. The largest holders were Cwm, LLC ($90.2M), Mather Group, Llc. ($8.2M) and Simplify Asset Management Inc. ($2.7M).
- Company
- Simplify US Eq Plus MGD Fut
- CUSIP
- 82889N228
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $104.0M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 3,916,544 shares bought, net +3,916,544 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Cwm, LLC | 0.24% | New | 3,369,085 | $90.2M |
| Mather Group, Llc. | 0.08% | New | 307,750 | $8.2M |
| Simplify Asset Management Inc. | 0.04% | No change | 100,000 | $2.7M |
| Professional Financial Advisors, LLC | 0.42% | New | 76,807 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | New | 74,002 | $2.0M |
| Wedbush Securities Inc. | 0.03% | Add +347.7% | 41,240 | $1.1M |
| Pekin Hardy Strauss, Inc. | 0.06% | New | 21,370 | $572K |
| Triton Wealth Management, PLLC | 0.18% | New | 18,493 | $492K |
| Magnolia Private Wealth, LLC | 0.28% | New | 15,603 | $418K |
| Zions Bancorporation, National Association | 0.00% | New | 956 | $26K |
| AE Wealth Management LLC | 0.00% | New | 155 | $4K |
| Deane Retirement Strategies, Inc. | 0.00% | New | 149 | $4K |
| JPMorgan Chase & Co. | 0.00% | New | 145 | $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.