Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / MANAGED FUTURES
-
Total 13F shares
-
30,627,201
-
Share change
-
+1,862,844
-
Total reported value
-
$836,627,245
-
Price per share
-
$27.26
-
Number of holders
-
205
-
Value change
-
+$50,935,899
-
Number of buys
-
124
-
Number of sells
-
87
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) as of Q4 2025
As of 31 Dec 2025,
SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) was held by
205 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
30,627,201 shares.
The largest 10 holders included
CWM, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Boothe Investment Group, Inc., LPL Financial LLC, BANK OF AMERICA CORP /DE/, AE Wealth Management LLC, Independence Wealth Advisors, LLC, IAG Wealth Partners, LLC, Altiora Financial Group, LLC, and PEAK FINANCIAL ADVISORS LLC.
This page lists
205
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* 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.