Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / MANAGED FUTURES
-
Number of holders
-
188
-
Total 13F shares, excl. options
-
23.6M
-
Shares change
-
+6.22M
-
Total reported value, excl. options
-
$631M
-
Value change
-
+$163M
-
Put/Call ratio
-
0.42
-
Number of buys
-
127
-
Number of sells
-
-67
-
Price
-
$26.74
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) as of Q2 2025
210 filings reported holding CTA - SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES as of Q2 2025.
SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) has 188 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23.6M shares
.
Largest 10 shareholders include CWM, LLC (2.38M shares), BANK OF AMERICA CORP /DE/ (1.73M shares), AE Wealth Management LLC (1.2M shares), Boothe Investment Group, Inc. (1.09M shares), LPL Financial LLC (854K shares), Beacon Capital Management, LLC (743K shares), Private Advisor Group, LLC (649K shares), Pasadena Private Wealth, LLC (642K shares), ENVESTNET ASSET MANAGEMENT INC (635K shares), and PEAK FINANCIAL ADVISORS LLC (540K shares).
This table shows the top 188 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.