Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Kayne Anderson Rudnick Investment Management’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
2026
Q2 		$8.41M Buy
+324,827
New +$9.64M 0.03% 235

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $199M AUM
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's CTA Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 324,827 shares worth $8.41M. The stake represents 0.03% of the portfolio and ranks #235 among its holdings.

250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 324,827 shares of Simplify Managed Futures Strategy ETF worth $8.41M as of Q2 2026.
  • Simplify Managed Futures Strategy ETF was a new Kayne Anderson Rudnick Investment Management position in Q2 2026.
  • Simplify Managed Futures Strategy ETF made up 0.03% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #235 holding.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.