Ken Griffin’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Ken Griffin’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 Q1	$1.33M	Buy	+43,938	New	+$1.28M	﹤0.01%	7010
2025 Q3	–	Sell	-64,175	Closed	-$1.72M	–	12939
2025 Q2	$1.72M	Buy	64,175 +56,831	+774%	+$1.58M	﹤0.01%	6000
2025 Q1	$217K	Buy	+7,344	New	+$213K	﹤0.01%	10296
2023 Q1	–	Sell	-8,337	Closed	-$217K	–	14823
2022 Q4	$217K	Buy	+8,337	New	+$235K	﹤0.01%	9975

Other funds holding CTA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ken Griffin's CTA Position: Q1 2026 in Review

Ken Griffin 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: Ken Griffin previously reported a position in CTA as recently as Q2 2025.

Ken Griffin 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. 239 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

Ken Griffin 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 Ken Griffin position in Q1 2026.
Simplify Managed Futures Strategy ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #7010 holding.
Ken Griffin first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and has held it in 4 quarters since.
Ken Griffin's Simplify Managed Futures Strategy ETF position peaked at $1.72M in Q2 2025.
239 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.