Citadel Advisors
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Citadel Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Citadel Advisors’s Portfolio CTA Stock Details CTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-36,900
Closed -$987K – 12938
2025
Q2 		$987K Buy
36,900
+25,900
+235% +$720K ﹤0.01% 7123
2025
Q1 		$326K Buy
+11,000
New +$320K ﹤0.01% 9405

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors's CTA Position: Q1 2026 in Review

Citadel Advisors opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q1 2026: 43,938 shares worth $1.33M. The stake represents ﹤0.01% of the portfolio and ranks #7010 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in CTA as recently as Q2 2025.

Citadel Advisors first reported a position in CTA in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.72M in Q2 2025. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • Citadel Advisors held 43,938 shares of Simplify Managed Futures Strategy ETF worth $1.33M as of Q1 2026.
  • Simplify Managed Futures Strategy ETF was a new Citadel Advisors position in Q1 2026.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #7010 holding.
  • Citadel Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and has held it in 4 quarters since.
  • Citadel Advisors's Simplify Managed Futures Strategy ETF position peaked at $1.72M in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.