CTAP Institutional Ownership
Simplify US Equity PLUS Managed Futures Strategy ETF
1W: +0.1%
1M: +0.1%
3M: +12.5%
YTD: +17.4%
$29.97
+0.14 (+0.46%)
Weekly Expected Move ±3.8%
$28
$29
$30
$31
$32
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — CTAP
20
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
44M
Total Invested
8
New Positions
7
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (21 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CWM, LLC NEW | 3,369,085 | $101M | — | +0.0% | 1Q | SEC ↗ |
| 2 | MATHER GROUP, LLC. | 583,086 | $17M | +275,336 | +89.5% | 2Q | SEC ↗ |
| 3 | MML INVESTORS SERVICES, LLC NEW | 274,867 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Tactive Advisors, LLC NEW | 109,411 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC NEW | 105,028 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Simplify Asset Management Inc. | 100,000 | $3M | — | +0.0% | 3Q | SEC ↗ |
| 7 | Kensington Asset Management, LLC NEW | 100,000 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Professional Financial Advisors, LLC | 87,942 | $3M | +11,135 | +14.5% | 2Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 78,163 | $2M | +4,161 | +5.6% | 2Q | SEC ↗ |
| 10 | WEDBUSH SECURITIES INC | 77,078 | $2M | +35,838 | +86.9% | 3Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC NEW | 64,469 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 30,561 | $916K | +30,416 | +20976.6% | 2Q | SEC ↗ |
| 13 | Pekin Hardy Strauss, Inc. | 26,576 | $796K | +5,206 | +24.4% | 2Q | SEC ↗ |
| 14 | Triton Wealth Management, PLLC | 18,126 | $543K | -367 | -2.0% | 2Q | SEC ↗ |
| 15 | Magnolia Private Wealth, LLC | 16,938 | $508K | +1,335 | +8.6% | 2Q | SEC ↗ |
| 16 | Chicago Partners Investment Group LLC NEW | 7,159 | $215K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Reyes Financial Architecture, Inc. NEW | 874 | $26K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Caitlin John, LLC NEW | 337 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Deane Retirement Strategies, Inc. | 149 | $4K | — | +0.0% | 2Q | SEC ↗ |
| 20 | ZIONS BANCORPORATION, NATIONAL ASSOCIA | 0 | $0K | -956 | -100.0% | 1Q | SEC ↗ |
| 21 | AE Wealth Management LLC | 0 | $0K | -155 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| CWM, LLC | 3,369,085 | $101M |
| MML INVESTORS SERVICES, LLC | 274,867 | $8M |
| Tactive Advisors, LLC | 109,411 | $3M |
| ENVESTNET ASSET MANAGEMENT INC | 105,028 | $3M |
| Kensington Asset Management, LLC | 100,000 | $3M |
| Kestra Advisory Services, LLC | 64,469 | $2M |
| Chicago Partners Investment Group L | 7,159 | $215K |
| Reyes Financial Architecture, Inc. | 874 | $26K |
| Caitlin John, LLC | 337 | $10K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ZIONS BANCORPORATION, NATIONAL ASSO | 956 | $29K |
| AE Wealth Management LLC | 155 | $5K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MATHER GROUP, LLC. | +275,336 | +89.5% | 583,086 |
| WEDBUSH SECURITIES INC | +35,838 | +86.9% | 77,078 |
| JPMORGAN CHASE & CO | +30,416 | +20976.6% | 30,561 |
| Professional Financial Advisors, LL | +11,135 | +14.5% | 87,942 |
| Pekin Hardy Strauss, Inc. | +5,206 | +24.4% | 26,576 |
| COMMONWEALTH EQUITY SERVICES, LLC | +4,161 | +5.6% | 78,163 |
| Magnolia Private Wealth, LLC | +1,335 | +8.6% | 16,938 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Triton Wealth Management, PLLC | -367 | -2.0% | 18,126 |