CTAP Hedge Fund Ownership (Q2 2026)

Simplify Exchange Traded Fun (CTAP)

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

Smart Money Signals — CTAP

Based on 18 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q

For 2 consecutive quarters, more hedge funds added CTAP 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

18 hedge funds hold CTAP right now — the highest count in 0.8 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.

🟢

More buyers than sellers — 79% buying

15 buying4 selling

Last quarter: 15 funds were net buyers (9 opened a brand new position + 6 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) 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.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 18 current holders: 18 (100%) entered in the past year, only 0 (0%) 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 — 8% AUM from top-100

8% from top-100 AUM funds

2 of 18 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	18	12	50.0%
13F Shares	2M	4M	-58.25%
Total Value	$42M	$107M	-60.29%
New Positions	9	10	-1
Increased Positions	6	1	+5
Closed Positions	3	0	+3
Reduced Positions	1	0	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

50.0%

13F Shares

-58.25%

Total Value

$42M

$107M

-60.29%

New Positions

-1

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

18 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 17 CTAP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Tactive Advisors, LLC	0.71%	109,411	$2.9M
2	Professional Financial Advisors, LLC	0.40%	87,942	$2.3M
3	Magnolia Private Wealth, LLC	0.25%	16,938	$447K
4	Triton Wealth Management, PLLC	0.15%	18,126	$482K
5	Kensington Asset Management, LLC	0.14%	100,000	$2.6M
6	Mather Group, LLC.	0.13%	583,086	$15.4M
7	Pekin Hardy Strauss, Inc.	0.06%	26,576	$702K
8	Simplify Asset Management Inc.	0.04%	100,000	$2.6M
9	Mml Investors Services, LLC	0.01%	274,867	$7.3M
10	Reyes Financial Architecture, Inc.	0.01%	874	$23K
11	Kestra Advisory Services, LLC	0.01%	64,469	$1.7M
12	Caitlin John, LLC	0.00%	337	$9K
13	Chicago Partners Investment Group LLC	0.00%	7,159	$204K
14	Commonwealth Equity Services, LLC	0.00%	78,163	$2.1M
15	Deane Retirement Strategies, Inc.	0.00%	149	$4K
16	Envestnet Asset Management Inc	0.00%	105,028	$2.8M
17	Jpmorgan Chase & Co	0.00%	30,561	$802K

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 (CTAP)

What does the Smart Money Trend signal show for CTAP?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CTAP 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 CTAP?

More buyers than sellers — 79% buying: Last quarter: 15 funds were net buyers (9 opened a brand new position + 6 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CTAP holders?

Smaller funds dominant — 8% AUM from top-100: 2 of 18 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CTAP?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) 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.

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Simplify Exchange Traded Fun (CTAP)

Smart Money Signals — CTAP

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 79% buying

Steady new buyers — ~9 new funds per quarter

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Smaller funds dominant — 8% AUM from top-100

Institutional Sentiment Summary — CTAP

Hedge Fund Ownership: CTAP

Market Analysis: CTAP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CTAP

Hedge Fund Positioning: CTAP

Statistics: CTAP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Simplify Exchange Traded Fun (CTAP)

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