Inst. Holders
50 funds
CT
CTA
EIDP, Inc.
$29.15 ▼ -0.31%
Prev close $29.2414 New Institutional Positions5 Institutional Exits Materials & Mining
Snapshot
The big-picture read on CTA right now — valuation, ownership and activity at a glance.
Inst. Value
$568.9M
Inst. Activity
14 buys / 5 sells
Price chart 30d +2.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 ftd
FTD: CTA — 24,743 shares ($0.7M) failed to deliver
Settlement: 20260914, Price: $30.29, FTD Value: $749,465.47, SIMPLIFY EXCH TRADED FDS SIMPL
Jun 30, 2026 Inst.
WEALTH ENHANCEMENT ADVISORY SERVICES, — ADD
3,099,211 shares ($75.4M)
Jun 30, 2026 Inst.
CITIGROUP INC — ADD
2,121,200 shares ($55.0M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
ftd
FTD: CTA — 24,743 shares ($0.7M) failed to deliver
Settlement: 20260914, Price: $30.29, FTD Value: $749,465.47, SIMPLIFY EXCH TRADED FDS SIMPL
Sep 11, 2026
ftd
FTD: CTA — 32,230 shares ($1.0M) failed to deliver
Settlement: 20260911, Price: $31.08, FTD Value: $1,001,708.4, SIMPLIFY EXCH TRADED FDS SIMPL
Sep 10, 2026
ftd
FTD: CTA — 333,087 shares ($9.9M) failed to deliver
Settlement: 20260910, Price: $29.80, FTD Value: $9,925,992.6, SIMPLIFY EXCH TRADED FDS SIMPL
Sep 7, 2026
dark_pool
Dark Pool: CTA — 0.2M shares, 1,370 trades
Week starting 2026-09-07. Total ATS volume: 151,250 shares across 1,370 trades.
Aug 31, 2026
dark_pool
Dark Pool: CTA — 0.4M shares, 2,300 trades
Week starting 2026-08-31. Total ATS volume: 446,674 shares across 2,300 trades.
Institutional ownership
Which big funds own CTA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $568.9M total value (22,127,880 shares) as of 2026-Q2. Top holders: BANK, WEALTH, CITIGROUP. Net buying activity: 14 institutions added/increased vs 5 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 5,171,126 | $134.1M | 23.6% | DOUBLED +336.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,099,211 | $75.4M | 13.3% | ADD +47.2% |
| CITIGROUP INC | 2,121,200 | $55.0M | 9.7% | ADD +57.6% |
| LPL Financial LLC | 1,475,530 | $38.3M | 6.7% | ADD +40.0% |
| ENVESTNET ASSET MANAGEMENT INC | 1,160,469 | $30.1M | 5.3% | DOUBLED +153.4% |
| AE Wealth Management LLC | 1,001,267 | $26.0M | 4.6% | — |
| UBS Group AG | 804,759 | $20.9M | 3.7% | DOUBLED +21545.9% |
| ASSETMARK, INC | 620,809 | $16.1M | 2.8% | NEW |
| HighTower Advisors, LLC | 538,438 | $14.0M | 2.5% | ADD +29.3% |
| TRUIST FINANCIAL CORP | 455,688 | $11.8M | 2.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 2,105,728 | 3,099,211 | +47.2% | $75.4M |
| CITIGROUP INC | ADD | 1,346,200 | 2,121,200 | +57.6% | $55.0M |
| LPL Financial LLC | ADD | 1,053,741 | 1,475,530 | +40.0% | $38.3M |
| OSAIC HOLDINGS, INC. | DOUBLED | 190,670 | 391,186 | +105.2% | $10.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | DOUBLED | 13,283 | 340,142 | +2460.7% | $8.8M |
| Clark Capital Management Group, Inc. | ADD | 173,373 | 308,885 | +78.2% | $8.0M |
| MML INVESTORS SERVICES, LLC | TRIM | 435,211 | 218,703 | -49.7% | $5.7M |
| Atria Investments, Inc | TRIM | 227,320 | 128,615 | -43.4% | $3.3M |
| ROYAL BANK OF CANADA | ADD | 82,411 | 126,178 | +53.1% | $3.3M |
| MATHER GROUP, LLC. | ADD | 32,790 | 49,706 | +51.6% | $1.3M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CTA.
Shares short
405,558
Settlement Sep 15, 2026
Change vs prior
-45.8%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume