As of 31 Dec 2025, 205 institutional investors reported holding 30,627,201 shares of SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 30,627,201 | $836,627,245 | +$54,148,264 | $27.26 | 205 |
| 2025 Q3 | 27,643,166 | $773,671,125 | +$106,988,095 | $27.97 | 192 |
| 2025 Q2 | 23,569,306 | $631,482,553 | +$163,445,887 | $26.74 | 188 |
| 2025 Q1 | 17,761,600 | $524,508,307 | +$257,201,432 | $29.60 | 162 |
| 2024 Q4 | 9,039,510 | $252,291,948 | +$82,831,742 | $27.89 | 110 |
| 2024 Q3 | 5,833,348 | $151,595,692 | +$63,426,904 | $26.00 | 87 |
| 2024 Q2 | 3,352,724 | $90,208,934 | +$2,880,786 | $26.92 | 58 |
| 2024 Q1 | 3,218,957 | $80,567,729 | +$4,694,539 | $24.95 | 50 |
| 2023 Q4 | 3,102,627 | $73,759,633 | +$26,439,297 | $23.60 | 45 |
| 2023 Q3 | 1,698,479 | $46,683,050 | -$5,960,979 | $27.55 | 42 |
| 2023 Q2 | 1,948,535 | $49,729,487 | +$2,404,023 | $25.50 | 43 |
| 2023 Q1 | 1,863,749 | $43,791,153 | -$24,617,429 | $23.42 | 38 |
| 2022 Q4 | 2,765,460 | $1,424,010,443 | +$12,760,256 | $26.01 | 48 |
| 2022 Q3 | 2,193,245 | $64,332,000 | +$52,593,442 | $29.33 | 25 |
| 2022 Q2 | 406,566 | $11,153,000 | +$9,724,873 | $27.43 | 8 |
| 2022 Q1 | 53,520 | $1,288,000 | +$1,288,000 | $24.07 | 3 |