SIMPLIFY EXCHANGE TRADED FUN

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CTA·82889N699·US·ETF·Unknown - Unknown

CTA (SIMPLIFY EXCHANGE TRADED FUN) is held by 51 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($135M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($59.8M), CITIGROUP INC ($40.7M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (51)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	4.5M(+336.9%)	$135M	0.0%	-12.00%	49
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	2.1M(-27.2%)	$59.8M	0.1%	-5.68%	0
CITIGROUP INC	Increased	1.3M(+1756.8%)	$40.7M	0.0%	-12.49%	47
ENVESTNET ASSET MANAGEMENT INC	Increased	1.3M(+153.4%)	$38.5M	0.0%	-7.72%	47
LPL Financial LLC	Decreased	1.1M(-1.7%)	$31.8M	0.0%	-0.77%	0
AE Wealth Management LLC	Decreased	938,908(-4.0%)	$28.4M	0.2%	-4.00%	0
UBS Group AG	Increased	809,774(+215x)	$24.5M	0.0%	-12.90%	46
HighTower Advisors, LLC	Increased	683,575(+29.3%)	$20.7M	0.0%	-6.85%	36
ASSETMARK, INC	Decreased	526,114(-6.7%)	$15.9M	0.0%	-4.18%	0
&PARTNERS	Increased	488,589(+3.3%)	$14.8M	0.1%	-4.43%	29
MML INVESTORS SERVICES, LLC	Increased	435,211(+273.8%)	$13.2M	0.0%	-10.60%	45
OPOrion Porfolio Solutions, LLC	Decreased	423,820(-19.0%)	$12.8M	0.1%	+14.52%	0
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Decreased	404,628(-6.0%)	$12.2M	0.1%	-2.78%	0
TRUIST FINANCIAL CORP	Increased	381,957(+3.0%)	$11.5M	0.0%	-1.60%	29
RAYMOND JAMES FINANCIAL INC	Increased	373,265(+11.3%)	$11.3M	0.0%	-4.14%	31
WELLS FARGO & COMPANY/MN	Increased	286,181(+338x)	$8.6M	0.0%	-12.88%	44
Kestra Advisory Services, LLC	Increased	208,551(+51.0%)	$6.3M	0.0%	-7.03%	38
OSAIC HOLDINGS, INC.	Decreased	190,670(-19.6%)	$5.8M	0.0%	-3.55%	0
MORGAN STANLEY	Decreased	188,559(-34.6%)	$5.7M	0.0%	-5.37%	0
MAI Capital Management	Decreased	182,837(-0.3%)	$5.5M	0.0%	-6.20%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer