Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (CTA)

250 + 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
↑ +18
Streak
10Q ▲
Buyers last Q
63%

Smart Money Signals — CTA

Based on 253 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
253 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 — +38% more funds vs a year ago

fund count last 6Q
+70 new funds entered over the past year (+38% 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 — 63% buying

170 buying98 selling
Last quarter: 170 funds were net buyers (50 opened a brand new position + 120 added to an existing one). Only 98 were sellers (66 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~50 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 35 → 42 → 52 → 50. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 32% entered in last year

■ 18% conviction (2yr+) ■ 50% medium ■ 32% new
Only 46 funds (18%) 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.
💎

Buying through price weakness — shares +12%, value -8%

Value
-7%
Shares
+12%
Last quarter: funds added +12% more shares while total portfolio value only changed -8%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

45 → 35 → 42 → 52 → 50 new funds/Q
New funds entering each quarter: 35 → 42 → 52 → 50. A growing number of institutions are discovering CTA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 21% veterans, 48% new entrants

■ 21% veterans ■ 31% 1-2yr ■ 48% new
Of 255 current holders: 53 (21%) held 2+ years, 79 held 1–2 years, 123 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
17 of 252 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Institutional Sentiment Summary — CTA

In 2026 Q2, 170 hedge funds were net buyers of CTA (50 opened a new position, 120 added to an existing one), while 98 reduced or exited (66 trimmed, 32 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in CTA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 253.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 9 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: CTA
250 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 250 235 6.38%
13F Shares 42M 37M 12.22%
Total Value $1.02B $1.11B -7.98%
New Positions 49 52 -3
Increased Positions 121 103 +18
Closed Positions 33 23 +10
Reduced Positions 64 71 -7
Total Calls 1 0 100%
Total Puts 2 0 100%
PUT/CALL Ratio 2.0 0.0 Bearish

Statistics: CTA

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Institutional Holders (2026 Q2)

250 + investors

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

QUARTER:
Top 25 CTA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Boothe Investment Group, Inc. 14.24% 1,741,958 $45.2M
2 Independence Wealth Advisors, LLC 12.67% 973,762 $25.3M
3 Abbington Investment Group 8.87% 537,313 $13.9M
4 Financial Discovery Group Inc 6.88% 124,445 $3.2M
5 Deane Retirement Strategies, Inc. 6.56% 597,723 $15.5M
6 OmniStar Financial Group, Inc. 5.07% 424,076 $11.0M
7 Peak Financial Advisors LLC 4.59% 427,579 $11.1M
8 Longview Financial Advisors, Inc. 3.59% 236,837 $6.1M
9 Aspen Wealth Strategies, LLC 3.35% 266,834 $6.9M
10 PMV Capital Advisers, LLC 2.96% 75,962 $2.0M
11 Theory Financial LLC 2.95% 361,176 $9.4M
12 Ferguson Shapiro LLC 2.83% 372,915 $9.7M
13 Fielder Capital Group LLC 2.73% 486,636 $12.6M
14 Key Capital Management, INC 2.61% 195,557 $5.1M
15 Elevated Capital Advisors, LLC 2.58% 360,978 $9.4M
16 IAG Wealth Partners, LLC 2.11% 821,040 $21.3M
17 Cowa, LLC 2.10% 323,481 $8.4M
18 Roan Capital Partners 2.07% 96,417 $2.5M
19 Altiora Financial Group, LLC 2.06% 503,393 $13.1M
20 Upper Left Wealth Management, LLC 1.81% 125,785 $3.3M
21 Sound Financial Strategies Group, LLC 1.72% 104,137 $2.7M
22 Pasadena Private Wealth, LLC 1.69% 512,694 $13.3M
23 Principia Wealth Advisory, LLC 1.63% 95,307 $2.9M
24 Howard Bailey Securities, LLC 1.36% 139,542 $3.6M
25 FSA Advisors, Inc. 1.31% 110,420 $2.9M
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 — 10 quarters in a row: For 10 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 — 63% buying: Last quarter: 170 funds were net buyers (50 opened a brand new position + 120 added to an existing one). Only 98 were sellers (66 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CTA holders?

Strong quality — 30% AUM from major funds: 17 of 252 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CTA?

Mostly new holders — 32% entered in last year: Only 46 funds (18%) 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.

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