Who owns CTA?
Simplify Managed Futures Strategy ETF · Simplify
251 institutions reported holding CTA, worth $1.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CTA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $134.1M | 5,171,126 | +703,294 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $75.4M | 3,099,211 | +993,483 shares |
| Citigroup Inc. | New York, NY | $55.0M | 2,121,200 | +775,000 shares |
| Boothe Investment Group, Inc. | Dover, DE | $45.2M | 1,741,958 | +3,029 shares |
| LPL Financial LLC | Fort Mill, SC | $38.3M | 1,475,530 | +421,789 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $30.1M | 1,160,469 | −114,272 shares |
| AE Wealth Management LLC | Topeka, KS | $26.0M | 1,001,267 | +62,359 shares |
| Independence Wealth Advisors, LLC | Independence, OH | $25.3M | 973,762 | +22,288 shares |
| IAG Wealth Partners, LLC | Waukesha, WI | $21.3M | 821,040 | +26,180 shares |
| UBS Group AG | Zurich, Switzerland | $20.9M | 804,759 | −5,015 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CTA?
251 institutional managers reported holding CTA in Form 13F filings for June 30, 2026, worth $1.1B in total. The largest reported position was held by Bank of America Corp., at $134.1M.
Did institutions buy or sell CTA last quarter?
Reported 13F value fell 5.9% from March 31, 2026, which includes price moves as well as buying and selling. 48 firms reported a new position and 31 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CTA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.