CTA · Insider trading · 13F holders · Congress trades
Simplify Exchange Traded Fun (CTA)
Who is buying and selling CTA: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 51
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CTA at a glance
- No open-market insider purchases or sales of CTA were filed in the last 90 days.
- 51 13F filers hold CTA among their 50 largest positions, worth $335.7M combined. The biggest bets by portfolio weight are Boothe Investment Group, Inc. (15.4%), Independence Wealth Advisors, LLC (11.4%) and Abbington Investment Group (8.9%). In their latest 13Fs, 1 manager opened a new position and 23 added to one.
- No member of Congress has disclosed a trade in CTA.
CTA insider trading
No open-market insider purchases or sales of CTA were filed in the last 90 days.
Who owns CTA? Hedge funds and superinvestors
51 13F filers hold CTA among their 50 largest positions, worth $335.7M combined. The biggest bets by portfolio weight are Boothe Investment Group, Inc. (15.4%), Independence Wealth Advisors, LLC (11.4%) and Abbington Investment Group (8.9%). In their latest 13Fs, 1 manager opened a new position and 23 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Boothe Investment Group, Inc.Wealth manager | 15.4% | $54.1M | 1,876,612 | +7.7% shares | Q3 2026 |
| Independence Wealth Advisors, LLCWealth manager | 11.4% | $24.0M | 832,782 | -14.5% shares | Q3 2026 |
| IAG Wealth Partners, LLCWealth manager | 2.1% | $21.3M | 821,040 | +3.3% shares | Q2 2026 |
| Beacon Capital Management, Inc.Asset manager | 1.0% | $15.4M | 532,325 | +0.7% shares | Q3 2026 |
| Abbington Investment GroupWealth manager | 8.9% | $13.9M | 537,313 | +4.8% shares | Q2 2026 |
| Pasadena Private Wealth, LLCWealth manager | 1.7% | $13.3M | 512,694 | -2.1% shares | Q2 2026 |
| Altiora Financial Group, LLCWealth manager | 2.1% | $13.1M | 503,393 | -20.1% shares | Q2 2026 |
| OmniStar Financial Group, Inc.Wealth manager | 5.6% | $13.0M | 449,249 | +5.9% shares | Q3 2026 |
| Fielder Capital Group LLCWealth manager | 2.7% | $12.6M | 486,636 | +4.0% shares | Q2 2026 |
| Ferguson Shapiro LLCWealth manager | 3.6% | $12.1M | 418,536 | +12.2% shares | Q3 2026 |
| Waterloo Capital, L.P.Wealth manager | 0.6% | $10.0M | 387,215 | — | Q2 2026 |
| Theory Financial LLCWealth manager | 3.0% | $9.4M | 361,176 | +6.8% shares | Q2 2026 |
| Elevated Capital Advisors, LLCWealth manager | 2.6% | $9.4M | 360,978 | +7.8% shares | Q2 2026 |
| Cowa, LLCWealth manager | 2.3% | $8.4M | 323,481 | +7.4% shares | Q2 2026 |
| Longview Financial Advisors, Inc.Wealth manager | 4.0% | $7.0M | 243,004 | +2.6% shares | Q3 2026 |
| Aspen Wealth Strategies, LLCWealth manager | 3.3% | $6.9M | 266,834 | +1.9% shares | Q2 2026 |
| Philip James Wealth Mangement, LLCWealth manager | 0.6% | $5.7M | 195,984 | -1.4% shares | Q3 2026 |
| ALM First Financial Advisors, LLCInstitutional asset manager | 0.9% | $5.5M | 190,286 | New | Q3 2026 |
| Private Client Services, LLCWealth manager | 1.4% | $5.1M | 177,270 | -8.0% shares | Q3 2026 |
| Key Capital Management, INCWealth manager | 2.6% | $5.1M | 195,557 | +7.3% shares | Q2 2026 |
| Css Llc/ilInvestment manager | 0.4% | $5.0M | 193,879 | +0.0% shares | Q2 2026 |
| Upper Left Wealth Management, LLCWealth manager | 2.3% | $4.5M | 155,195 | +23.4% shares | Q3 2026 |
| TriaGen Wealth Management LLCWealth manager | 1.0% | $4.0M | 137,665 | +8.4% shares | Q3 2026 |
| Howard Bailey Securities, LLCWealth manager | 1.5% | $3.8M | 133,231 | -4.5% shares | Q3 2026 |
| Principia Wealth Advisory, LLCWealth manager | 1.8% | $3.6M | 140,243 | +47.1% shares | Q2 2026 |
| Virginia Estate & Retirement Planning Advisors Inc.Wealth manager | 4.4% | $3.5M | 121,790 | — | Q3 2026 |
| B.O.S.S. Retirement Advisors, LLCWealth manager | 0.9% | $3.2M | 112,645 | -3.0% shares | Q3 2026 |
| Financial Discovery Group IncWealth manager | 6.9% | $3.2M | 124,445 | +6.8% shares | Q2 2026 |
| FSA Advisors, Inc.Wealth manager | 1.3% | $2.9M | 110,420 | +10.7% shares | Q2 2026 |
| Roan Capital PartnersWealth manager | 2.0% | $2.8M | 96,910 | +0.5% shares | Q3 2026 |
The 30 largest of 51 positions, by value. Each manager counts with its latest 13F (Q3 2026: 23, Q2 2026: 27, Q1 2026: 1). Screen CTA in the grand portfolio →
CTA stock trades by members of Congress
No member of Congress has disclosed a trade in CTA.
CTA questions and answers
Are insiders buying CTA stock?
No open-market insider purchases or sales of CTA were filed in the last 90 days.
Which hedge funds own CTA?
51 13F filers hold CTA among their 50 largest positions, worth $335.7M combined. The biggest bets by portfolio weight are Boothe Investment Group, Inc. (15.4%), Independence Wealth Advisors, LLC (11.4%) and Abbington Investment Group (8.9%). In their latest 13Fs, 1 manager opened a new position and 23 added to one.
Has Congress traded CTA?
No member of Congress has disclosed a trade in CTA.
Who is the largest holder of CTA?
Among 13F filers, Boothe Investment Group, Inc. reports the largest CTA position, $54.1M (1,876,612 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Boothe Investment Group, Inc.'s: 15.4% of its portfolio.
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