CTA

Simplify Managed Futures St

Latest period2026 - Q1Total superinvestors238

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 238 superinvestors own shares of Simplify Managed Futures St (CTA), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Simplify Managed Futures St (CTA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Simplify Managed Futures St (CTA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Simplify Managed Futures St (CTA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 336.95%
0.01%
$135.018M
4.468M shares@ 30.22 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -27.2%
0.13%
$59.802M
2.106M shares@ 28.4 avg price
A. Christina Hibbitt@Boothe Investment Group, Inc.
Recent Activity
Increased 0.61%
16.92%
$52.55M
1.739M shares@ 30.23 avg price
Courtney Haddad@Concurrent Investment Advisors, Llc
Recent Activity
New Position
0.49%
$44.262M
1.465M shares@ 30.23 avg price
Ruth M Clark@Citigroup Inc
Recent Activity
Increased 1756.83%
0.02%
$40.682M
1.346M shares@ 30.22 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 153.38%
0.02%
$38.523M
1.275M shares@ 30.22 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -1.73%
0.01%
$31.844M
1.054M shares@ 30.22 avg price
Ashley Celeste Kabalan@Independence Wealth Advisors, Llc
Recent Activity
Increased 6.91%
15.33%
$28.754M
951,474 shares@ 30.22 avg price
Shawn Scholz@Ae Wealth Management Llc
Recent Activity
Decreased -3.95%
0.16%
$28.374M
938,908 shares@ 30.23 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 21545.93%
0.01%
$24.471M
809,774 shares@ 30.23 avg price

1-10 of 238