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CTAP

Simplify US Equity PLUS Managed Futures Strategy ETF
CTAP

13 hedge funds and large institutions have $108M invested in Simplify US Equity PLUS Managed Futures Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

3,754% more capital invested

Capital invested by funds: $2.8M → $108M (+$105M)

550% more funds holding

Funds holding: 2 → 13 (+11)

14.71% more ownership

Funds ownership: 72.81% → 87.52% (+15%)

Holders
13
Holders Change
+11
Holders Change %
+550%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$91.3M
2
MG
Mather Group
Illinois
+$8.34M
3
PFA
Professional Financial Advisors
Nebraska
+$2.08M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.01M
5
WS
Wedbush Securities
California
+$868K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$90.2M +$91.3M +3,369,085 New
MG
2
Mather Group
Illinois
$8.24M +$8.34M +307,750 New
SAM
3
Simplify Asset Management
Nevada
$2.68M – – –
PFA
4
Professional Financial Advisors
Nebraska
$2.06M +$2.08M +76,807 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.98M +$2.01M +74,002 New
WS
6
Wedbush Securities
California
$1.1M +$868K +32,029 +348%
PHS
7
Pekin Hardy Strauss
Illinois
$572K +$579K +21,370 New
TWM
8
Triton Wealth Management
Arizona
$492K +$501K +18,493 New
MPW
9
Magnolia Private Wealth
Pennsylvania
$418K +$423K +15,603 New
ZBNA
10
Zions Bancorporation, National Association
Utah
$25.6K +$25.9K +956 New
AWM
11
AE Wealth Management
Kansas
$4.15K +$4.2K +155 New
DRS
12
Deane Retirement Strategies
Louisiana
$3.99K +$4.04K +149 New
JP Morgan Chase
13
JP Morgan Chase
New York
$3.84K +$3.93K +145 New

CTAP Hedge Fund Activity: Q1 2026 in Review

13 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) for Q1 2026, worth a combined $108M — up 3,754% from $2.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CTAP positions and 0 closed out — a net gain of 11 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $91.3M.

  • 13 institutional investors held Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) as of Q1 2026, up from 2 in Q4 2025.
  • Funds reported $108M of Simplify US Equity PLUS Managed Futures Strategy ETF stock for Q1 2026, up 3,754% quarter-over-quarter.
  • 11 funds opened new Simplify US Equity PLUS Managed Futures Strategy ETF positions in Q1 2026 and 0 closed out, a net change of +11 holders.
  • The largest Simplify US Equity PLUS Managed Futures Strategy ETF buyer in Q1 2026 was Carson Wealth (CWM LLC), an estimated $91.3M added.

Based on aggregated 13F filings for Q1 2026.