Stock ownership · SEC 13F · Q3 2025

SIMPLIFY MANAGED FUTURES ST

Who owns SIMPLIFY MANAGED FUTURES ST (CUSIP 82889N699)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$7.5M
Reported value
3
Institutions
100%
Top-5 share

The verdict

As of Q3 2025, 3 institutions report $7.5M in SIMPLIFY MANAGED FUTURES ST positions, ownership that is dominated by its top few institutional owners.

3
institutions hold it
$7.5M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 82889N699 · Q3 2025 $7M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-SHORT

  • VALUE-TRACE $7.5M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-SHORT 2Q history

Read with: Ownership concentration guide - SIMPLIFY MANAGED FUTURES ST's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of SIMPLIFY MANAGED FUTURES ST
  1. 1
    JPMORGAN CHASE & CO $6.6M
  2. 2
    TCFG WEALTH MANAGEMENT, LLC $824K
  3. 3
    CIBC Private Wealth Group LLC $24K

Top 3 reported holders by value · Q3 2025

Top Institutional Holders

# Institution Shares Value Share of reported
1 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 236,080 $6.6M 88.6%
2 TCFG WEALTH MANAGEMENT, LLC 29,470 $824K 11.1%
3 CIBC Private Wealth Group LLC 859 $24K 0.3%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SIMPLIFY MANAGED FUTURES ST's reported holders for Q3 2025, by reported value:

Shared-other discretion (OTR)
88.6%
Sole discretion (SOLE)
11.4%

Latest Quarter Activity · Q3 2025

New positions (3)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $6.6M
TCFG WEALTH MANAGEMENT, LLC $824K
CIBC Private Wealth Group LLC $24K

Complete exits (2)

Orion Porfolio Solutions, LLC exited
EVOLUTION WEALTH MANAGEMENT INC. exited

Frequently Asked Questions

How many institutions hold SIMPLIFY MANAGED FUTURES ST?▼
SIMPLIFY MANAGED FUTURES ST is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of SIMPLIFY MANAGED FUTURES ST?▼
Institutions report $7.5M of SIMPLIFY MANAGED FUTURES ST as of Q3 2025.
How concentrated is ownership of SIMPLIFY MANAGED FUTURES ST?▼
The top five institutional holders account for 100% of the reported institutional value in SIMPLIFY MANAGED FUTURES ST, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of SIMPLIFY MANAGED FUTURES ST?▼
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) is the largest reported holder of SIMPLIFY MANAGED FUTURES ST with $6.6M across 236,080 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.