Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SIMPLIFY EXCHANGE TRADED FUN (CTA)

196 + Investors. Track Smart Money conviction in CTA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
8Q ▲
Buyers last Q
61%

Smart Money Signals — CTA

Based on 196 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added CTA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
196 hedge funds hold CTA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +88% more funds vs a year ago

fund count last 6Q
+92 new funds entered over the past year (+88% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

129 buying83 selling
Last quarter: 129 funds were net buyers (40 opened a brand new position + 89 added to an existing one). Only 83 were sellers (60 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new CTA position: 56 → 43 → 33 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 44% entered in last year

■ 17% conviction (2yr+) ■ 39% medium ■ 44% new
Only 33 funds (17%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

31 → 56 → 43 → 33 → 40 new funds/Q
New funds entering each quarter: 56 → 43 → 33 → 40. CTA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 66% of holders entered in last year

■ 18% veterans ■ 16% 1-2yr ■ 66% new
Of 196 current holders: 129 (66%) entered in the past year, only 36 (18%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
13 of 196 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CTA

How many hedge funds hold CTA — quarterly history vs. share price
Quarterly hedge fund ownership of CTA vs. share price

Market Analysis: CTA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CTA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 11 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: CTA
2026 Q1 Stats Unlock in 11 days 196 + Investors

Track Smart Money conviction in CTA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 196 179 9.5%
13F Shares 30M 27M 10.46%
Total Value $826M $765M 7.9%
New Positions 40 33 +7
Increased Positions 89 87 +2
Closed Positions 23 27 -4
Reduced Positions 60 52 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CTA

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Valuation Measures Data as of: --

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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

196 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CTA. Verified SEC 13F-HR filings.

Top 25 institutional holders of CTA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Independence Wealth Advisors, LLC 15.33% 951,474 $28.8M
2 ABBINGTON INVESTMENT GROUP 9.01% 512,665 $15.5M
3 FINANCIAL DISCOVERY GROUP INC 8.23% 116,557 $3.5M
4 PMV Capital Advisers, LLC 7.04% 138,001 $4.2M
5 PEAK FINANCIAL ADVISORS LLC 5.76% 430,361 $13.0M
6 Deane Retirement Strategies, Inc. 4.86% 399,338 $12.1M
7 Aspen Wealth Strategies, LLC 4.22% 261,936 $7.9M
8 Longview Financial Advisors, Inc. 3.81% 206,383 $6.2M
9 Ferguson Shapiro LLC 3.71% 402,709 $12.2M
10 Key Capital Management, INC 3.64% 182,327 $5.5M
11 THEORY FINANCIAL LLC 3.59% 338,200 $10.2M
12 Altiora Financial Group, LLC 3.14% 630,394 $19.1M
13 IAG Wealth Partners, LLC 2.68% 794,860 $24.0M
14 Elevated Capital Advisors, LLC 2.55% 334,840 $10.1M
15 Upper Left Wealth Management, LLC 2.37% 132,990 $4.0M
16 Pasadena Private Wealth, LLC 2.19% 523,677 $15.8M
17 Sound Financial Strategies Group, LLC 2.15% 104,137 $3.1M
18 FSA Advisors, Inc. 1.99% 99,716 $3.0M
19 HOWARD BAILEY SECURITIES, LLC 1.73% 139,571 $4.2M
20 Authentikos Wealth Advisory, LLC 1.54% 75,371 $2.3M
21 Collaborative Fund Advisors, LLC 1.37% 73,361 $2.2M
22 Roan Capital Partners 1.19% 42,653 $1.3M
23 Andina Capital Management, LLC 1.19% 44,415 $1.3M
24 FMA Wealth Management, LLC 1.15% 57,256 $1.7M
25 Optivise Advisory Services LLC 1.10% 60,222 $1.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SIMPLIFY EXCHANGE TRADED FUN (CTA)

What does the Smart Money Trend signal show for CTA?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added CTA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CTA?

More buyers than sellers — 61% buying: Last quarter: 129 funds were net buyers (40 opened a brand new position + 89 added to an existing one). Only 83 were sellers (60 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CTA holders?

Smaller funds dominant — 10% AUM from top-100: 13 of 196 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CTA?

Mostly new holders — 44% entered in last year: Only 33 funds (17%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.