SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA)

CUSIP: 82889N699

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / MANAGED FUTURES
Total 13F shares
23,569,306
Share change
+6,217,281
Total reported value
$631,482,553
Put/Call ratio
42%
Price per share
$26.74
Number of holders
188
Value change
+$163,445,887
Number of buys
127
Number of sells
67

Quarterly Holders Quick Answers

What is CUSIP 82889N699?
CUSIP 82889N699 identifies CTA - SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of CTA - SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) as of Q2 2025

As of 30 Jun 2025, SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) was held by 188 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 23,569,306 shares. The largest 10 holders included CWM, LLC, BANK OF AMERICA CORP /DE/, AE Wealth Management LLC, Boothe Investment Group, Inc., LPL Financial LLC, Beacon Capital Management, LLC, Private Advisor Group, LLC, Pasadena Private Wealth, LLC, ENVESTNET ASSET MANAGEMENT INC, and PEAK FINANCIAL ADVISORS LLC. This page lists 190 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
162
Q2 2025 holders
188
Holder diff
26
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 Value $ Q2 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.