Security key
82889N699
SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA)
CUSIP: 82889N699
Q1 2026 13F Holders as of 31 Mar 2026
- Type / Class
- Equity / MANAGED FUTURES
- Total 13F shares
- 37,371,813
- Share change
- +6,602,544
- Total reported value
- $1,125,175,812
- Price per share
- $30.22
- Number of holders
- 236
- Value change
- +$202,224,146
- Number of buys
- 153
- Number of sells
- 85
Report period
Q1 2026
Institutions
236
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 82889N699
Recent filing periods:
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 Q1 2026
As of 31 Mar 2026,
SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) was held by
236 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
37,371,813 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Boothe Investment Group, Inc., Concurrent Investment Advisors, LLC, CITIGROUP INC, ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, Independence Wealth Advisors, LLC, AE Wealth Management LLC, and UBS Group AG.
This page lists
236
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
208
Q1 2026 holders
236
Holder diff
28
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.