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Simplify US EQ Plus MGD FUT (CTAP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Simplify Asset Management Inc.
INCREASED
Shares1,500,000 from 100,000
Change+1,400,000 (+1400%)
Value$44.0M (+$41.4M)
Filed 2026-10-27
Mather Group, Llc.
DECREASED
Shares578,530 from 583,086
Change-4,556 (-1%)
Value$17.0M (+$1.6M)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares154,803 from 64,469
Change+90,334 (+140%)
Value$4.5M (+$2.8M)
Filed 2026-11-02
Tactive Advisors, LLC
INCREASED
Shares112,328 from 109,411
Change+2,917 (+3%)
Value$3.3M (+$406.2K)
Filed 2026-10-08
Professional Financial Advisors, LLC
INCREASED
Shares91,635 from 87,942
Change+3,693 (+4%)
Value$2.7M (+$366.0K)
Filed 2026-10-13
Wedbush Securities Inc
DECREASED
Shares62,420 from 77,078
Change-14,658 (-19%)
Value$1.8K (-$205)
Filed 2026-10-22
RHS Financial, LLC
NEW
Shares35,793
Change+35,793
Value$1.1M
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
DECREASED
Shares23,555 from 26,576
Change-3,021 (-11%)
Value$691.1K (-$10.8K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares9,366 from 78,163
Change-68,797 (-88%)
Value$274.8K (-$1.8M)
Filed 2026-11-02
Triton Wealth Management, Pllc
CLOSED
Shares0 from 18,126
Change-18,126 (-100%)
Value$0 (-$482.0K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 7,159
Change-7,159 (-100%)
Value$0 (-$203.9K)
Filed 2026-10-27
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 874
Change-874 (-100%)
Value$0 (-$23.1K)
Filed 2026-10-22
Deane Retirement Strategies, Inc.
CLOSED
Shares0 from 149
Change-149 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-09
MML Investors Services, LLC
N/A
Shares— from 274,867
Change-274,867 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 105,028
Change-105,028 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 30,561
Change-30,561 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 16,938
Change-16,938 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
Status
Simplify Asset Management Inc.
INCREASED1,500,000100,000+1,400,000+1400%$2.6M$44.0M+$41.4M2026-10-27
Mather Group, Llc.
DECREASED578,530583,086-4,556-1%$15.4M$17.0M+$1.6M2026-10-14
Kestra Advisory Services, LLC
INCREASED154,80364,469+90,334+140%$1.7M$4.5M+$2.8M2026-11-02
Tactive Advisors, LLC
INCREASED112,328109,411+2,917+3%$2.9M$3.3M+$406.2K2026-10-08
Professional Financial Advisors, LLC
INCREASED91,63587,942+3,693+4%$2.3M$2.7M+$366.0K2026-10-13
Wedbush Securities Inc
DECREASED62,42077,078-14,658-19%$2.0K$1.8K-$2052026-10-22
RHS Financial, LLC
NEW35,793—+35,793——$1.1M—2026-10-13
Pekin Hardy Strauss, Inc.
DECREASED23,55526,576-3,021-11%$701.9K$691.1K-$10.8K2026-11-02
Commonwealth Equity Services, LLC
DECREASED9,36678,163-68,797-88%$2.1M$274.8K-$1.8M2026-11-02
Triton Wealth Management, Pllc
CLOSED018,126-18,126-100%$482.0K$0-$482.0K2026-11-04
Chicago Partners Investment Group LLC
CLOSED07,159-7,159-100%$203.9K$0-$203.9K2026-10-27
Reyes Financial Architecture, Inc.
CLOSED0874-874-100%$23.1K$0-$23.1K2026-10-22
Deane Retirement Strategies, Inc.
CLOSED0149-149-100%$3.9K$0-$3.9K2026-10-09
MML Investors Services, LLC
N/A—274,867-274,867-100%$7.3M———
Envestnet Asset Management Inc
N/A—105,028-105,028-100%$2.8M———
Kensington Asset Management, LLC
N/A—100,000-100,000-100%$2.6M———
JPMorgan Chase & Co
N/A—30,561-30,561-100%$802.3K———
Magnolia Private Wealth, LLC
N/A—16,938-16,938-100%$447.3K———
Caitlin John, LLC
N/A—337-337-100%$8.9K———
Showing 19 of 19 institutions