SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA)

Historical Holders from Q1 2022 to Q4 2025

Type / Class
Equity / MANAGED FUTURES
Symbol
CTA
Price per share
$27.26
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
27,567,265
Total reported value
$771,586,679
% of total 13F portfolios
0.01%
Share change
+3,712,923
Value change
+$105,230,589
Number of holders
190
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
As of 30 Sep 2025, SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) has 190 institutional shareholders filing 13F forms. They hold 27,567,265 shares. .

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 5,018,368 $138,150,802 +$11,277,495 $27.26 13
2025 Q3 27,567,265 $771,586,679 +$105,230,589 $27.97 190
2025 Q2 23,569,306 $631,482,553 +$163,445,834 $26.74 188
2025 Q1 17,761,600 $524,508,307 +$257,201,412 $29.60 162
2024 Q4 8,585,834 $239,638,934 +$83,408,540 $27.89 109
2024 Q3 5,358,991 $139,262,419 +$63,776,873 $26.00 86
2024 Q2 2,864,908 $77,076,914 +$3,746,507 $26.92 57
2024 Q1 2,698,982 $67,594,357 +$6,108,651 $24.95 49
2023 Q4 156,321 $3,689,190 $23.60 1
2023 Q3 1,698,479 $46,683,050 -$5,972,163 $27.55 42
2023 Q2 1,948,535 $49,729,487 +$2,404,026 $25.50 43
2023 Q1 1,863,749 $43,791,153 -$24,756,711 $23.42 38
2022 Q4 2,754,107 $71,602,617 +$12,339,780 $26.01 47
2022 Q3 2,193,245 $64,332,000 +$52,593,434 $29.33 25
2022 Q2 406,566 $11,153,000 +$9,724,871 $27.43 8
2022 Q1 53,520 $1,288,000 +$1,288,002 $24.07 3