ETF Holders

Who owns CTAP?

US large cap

Simplify US Equity PLUS Managed Futures Strategy ETF · Simplify

18 institutions reported holding CTAP, worth $44.4M, in Form 13F filings for June 30, 2026.

13F holders
18
Institutional value
$44.4M
Change from prior quarter
+152.5%
+$26.8M, with price moves
New and sold-out firms
8 / 2
7 added, 1 trimmed

Top 10 institutional holders of CTAP

FirmLocationValueSharesChange
Mather Group, LLC.Chicago, IL$15.4M583,086+275,336 shares
MML Investors Services, LLCSpringfield, MA$7.3M274,867New position
Tactive Advisors, LLCJacksonville, FL$2.9M109,411New position
Envestnet Asset Management Inc.Berwyn, PA$2.8M105,028New position
Simplify Asset Management Inc.Las Vegas, NV$2.6M100,000No change
Kensington Asset Management, LLCAustin, TX$2.6M100,000New position
Professional Financial Advisors, LLCNorth Platte, NE$2.3M87,942+11,135 shares
Commonwealth Equity Services, LLCWaltham, MA$2.1M78,163+4,161 shares
Wedbush Securities Inc.Pasadena, CA$2.0M77,078+35,838 shares
Kestra Advisory Services, LLCAustin, TX$1.7M64,469New position
8 more firms

The full list comes with the Advisors and Institutions package.

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From 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 CTAP?

18 institutional managers reported holding CTAP in Form 13F filings for June 30, 2026, worth $44.4M in total. The largest reported position was held by Mather Group, LLC., at $15.4M.

Did institutions buy or sell CTAP last quarter?

Reported 13F value rose 152.5% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 2 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 CTAP 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.