Simplify Managed Futures St (CTA) 13F Holders & Ownership Data (252 Funds, Q2 2026)

CTA ranks #2471 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CTA is a top-conviction position for Boothe Investment Group, Inc. — at 14.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CTA belongs to Bank Of America CORP /de/, but the position matters far more to Boothe Investment Group, Inc., who has 14.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Citigroup Inc has added to its CTA position for two straight quarters, increasing it by $53.0M to reach $55.0M today.

POM Investment Strategies, LLC has trimmed its CTA position for two straight quarters, cutting it by $6.4M while still holding $91.5K.

CTA is down 0.5% today, but institutions show net buying of $166.1M this quarter — a divergence between today's price move and the underlying institutional flow.

CTA posted net income of $1.8B over the trailing twelve months.

• Profitable — net income of $1.8B over the trailing twelve months
• Revenue declined 4.0% year over year
• Net income declined year over year, from $2.0B to $1.8B
• Generated $3.4B in positive operating cash flow
• Current ratio of 1.43x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.77x equity — within a conventional range