MG
CTAP

Mather Group’s Simplify US Equity PLUS Managed Futures Strategy ETF CTAP Stock Holding History

Mather Group’s Portfolio CTAP Stock Details CTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.4M Buy
583,086
+275,336
+89% +$8.11M 0.13% 78
2026
Q1 		$8.24M Buy
+307,750
New +$8.34M 0.08% 93

Other funds holding CTAP

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mather Group's CTAP Position: Q2 2026 in Review

Mather Group increased its Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) stake by 89% in Q2 2026, buying an estimated $8.11M and bringing the position to 583,086 shares worth $15.4M. The position accounts for 0.13% of the portfolio, ranked #78.

Mather Group first reported a position in CTAP in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold CTAP as of Q2 2026.

  • Mather Group held 583,086 shares of Simplify US Equity PLUS Managed Futures Strategy ETF worth $15.4M as of Q2 2026.
  • Mather Group bought 275,336 Simplify US Equity PLUS Managed Futures Strategy ETF shares in Q2 2026, an estimated $8.11M.
  • Simplify US Equity PLUS Managed Futures Strategy ETF made up 0.13% of Mather Group's portfolio in Q2 2026, its #78 holding.
  • Mather Group first reported a position in Simplify US Equity PLUS Managed Futures Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Simplify US Equity PLUS Managed Futures Strategy ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.