CTA SIMPLIFY EXCHANGE TRADED FUN: institutional ownership and insider trading

260 funds reported holding $1.10B of SIMPLIFY EXCHANGE TRADED FUN in their latest 13F filings; in Q2 2026 funds net bought $91.5M, with 40 new positions and 30 funds selling out.

Famous investors holding CTA

Largest institutional holders of CTA

  1. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $134M
  2. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $97.1M
  3. CITIGROUP INC (C, C-PN) — $55.0M
  4. Boothe Investment Group, Inc. — $54.1M
  5. LPL Financial LLC — $38.3M
  6. ENVESTNET ASSET MANAGEMENT INC — $30.1M
  7. AE Wealth Management LLC — $26.0M
  8. Independence Wealth Advisors, LLC — $25.3M
  9. IAG Wealth Partners, LLC — $21.3M
  10. UBS Group AG (UBS) — $20.9M

All CTA 13F holders