SIMPLIFY EXCHANGE TRADED FUN

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CTA·82889N699·US·ETF

CTA (SIMPLIFY EXCHANGE TRADED FUN) is held by 56 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($134.1M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($75.4M), CITIGROUP INC ($55M). Net institutional sentiment: Mixed.

56

Holders

(6 Elite)

$566.2M

Total Value

66% (59)

Consensus

39 buying - 20 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)28

Insider (Form 4)84

Activist (13D/13G)59

Congressional (STOCK Act)40

Holder Quality

57

★★★★★

Elite

21

★★★★

Strong

65

★★★

Solid

23

★★

Below

22

★

Weak

Held by 56 funds

6 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CTA.

Top Holders

Top Holders (56)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	5.2M(+15.7%)	$134.1M	0.0%	+2.10%	35
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	3.1M(+47.2%)	$75.4M	0.1%	+11.22%	49
CITIGROUP INC	Increased	2.1M(+57.6%)	$55M	0.0%	+4.29%	42
LPL Financial LLC	Increased	1.5M(+40.0%)	$38.3M	0.0%	+18.04%	39
ENVESTNET ASSET MANAGEMENT INC	Decreased	1.2M(-9.0%)	$30.1M	0.0%	+5.94%	0
AE Wealth Management LLC	Increased	1M(+6.6%)	$26M	0.1%	+13.81%	37
UBS Group AG	Decreased	804,759(-0.6%)	$20.9M	0.0%	-0.98%	0
ASSETMARK, INC	Increased	620,809(+18.0%)	$16.1M	0.0%	+11.61%	33
HighTower Advisors, LLC	Decreased	538,438(-21.2%)	$14M	0.0%	+9.91%	0
TRUIST FINANCIAL CORP	Increased	455,688(+19.3%)	$11.8M	0.0%	+14.57%	33
&PARTNERS	Decreased	447,318(-8.4%)	$11.5M	0.0%	+10.89%	0
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Increased	434,277(+7.3%)	$11.3M	0.1%	+14.91%	30
OPOrion Porfolio Solutions, LLC	Decreased	418,318(-1.3%)	$10.9M	0.1%	+33.73%	0
RAYMOND JAMES FINANCIAL INC	Increased	410,108(+9.9%)	$10.6M	0.0%	+11.80%	31
OSAIC HOLDINGS, INC.	Increased	391,186(+105.2%)	$10.1M	0.0%	+13.24%	45
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	340,142(+2460.7%)	$8.8M	0.0%	+13.48%	44
KAKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	New	324,827	$8.4M	0.0%	+13.62%	38
Clark Capital Management Group, Inc.	Increased	308,885(+78.2%)	$8M	0.0%	+13.08%	42
WELLS FARGO & COMPANY/MN	Decreased	279,828(-2.2%)	$7.3M	0.0%	-0.95%	0
MORGAN STANLEY	Increased	223,166(+18.4%)	$5.8M	0.0%	+12.39%	32

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer