HoldingsChannel.com
On this page, we present all of the funds holding CTA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CTA, with a link to that fund's top holdings. The next columns indicate the amount of CTA stock held by each of the funds holding CTA, followed by the CTA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 48 funds holding CTA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Orion Portfolio Solutions LLC. For more details on the positions held by Orion Portfolio Solutions LLC (or by any of the other funds holding CTA), click the fund name in the "Holder" column of the funds-holding-CTA table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Orion Portfolio Solutions LLC | 577,625 | $13,869 | 12/31/2023 |
| CTA | 577,625 | $13,869 | 12/31/2023 |
| Clear Creek Financial Management LLC | 297,475 | $7,020 | 12/31/2023 |
| CTA | 297,475 | $7,020 | 12/31/2023 |
| Peak Financial Advisors LLC | 272,639 | $6,802 | 03/31/2024 |
| CTA | 272,639 | $6,802 | 03/31/2024 |
| Miracle Mile Advisors LLC | 163,921 | $4,090 | 03/31/2024 |
| CTA | 163,921 | $4,090 | 03/31/2024 |
| Simplify Asset Management Inc. | 153,032 | $3,612 | 12/31/2023 |
| CTA | 153,032 | $3,612 | 12/31/2023 |
| LPL Financial LLC | 112,202 | $2,648 | 12/31/2023 |
| CTA | 112,202 | $2,648 | 12/31/2023 |
| Financial Enhancement Group LLC | 98,007 | $2,602 | 03/31/2024 |
| CTA | 98,007 | $2,602 | 03/31/2024 |
| Envestnet Asset Management Inc. | 81,313 | $1,919 | 12/31/2023 |
| CTA | 81,313 | $1,919 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 67,158 | $1,676 | 03/31/2024 |
| CTA | 67,158 | $1,676 | 03/31/2024 |
| ORG Partners LLC | 66,041 | $1,559 | 12/31/2023 |
| CTA | 66,041 | $1,559 | 12/31/2023 |
| Private Advisor Group LLC | 61,047 | $1,441 | 12/31/2023 |
| CTA | 61,047 | $1,441 | 12/31/2023 |
| Wealthsource Partners LLC | 58,763 | $1,387 | 12/31/2023 |
| CTA | 58,763 | $1,387 | 12/31/2023 |
| Jane Street Group LLC | 55,355 | $1,306 | 12/31/2023 |
| CTA | 55,355 | $1,306 | 12/31/2023 |
| Cambria Investment Management L.P. | 42,840 | $1,011 | 12/31/2023 |
| CTA | 42,840 | $1,011 | 12/31/2023 |
| Moors & Cabot Inc. | 40,650 | $959 | 12/31/2023 |
| CTA | 40,650 | $959 | 12/31/2023 |
| Aries Wealth Management | 39,320 | $928 | 12/31/2023 |
| CTA | 39,320 | $928 | 12/31/2023 |
| Avantax Advisory Services Inc. | 36,721 | $867 | 12/31/2023 |
| CTA | 36,721 | $867 | 12/31/2023 |
| Royal Bank of Canada | 34,763 | $820 | 12/31/2023 |
| CTA | 34,763 | $820 | 12/31/2023 |
| Cambridge Advisors Inc. | 18,374 | $458 | 03/31/2024 |
| CTA | 18,374 | $458 | 03/31/2024 |
| Truist Financial Corp | 16,252 | $384 | 12/31/2023 |
| CTA | 16,252 | $384 | 12/31/2023 |
| Fermata Advisors LLC | 14,763 | $368 | 03/31/2024 |
| CTA | 14,763 | $368 | 03/31/2024 |
| Wealthcare Advisory Partners LLC | 14,403 | $359 | 03/31/2024 |
| CTA | 14,403 | $359 | 03/31/2024 |
| FMA Wealth Management LLC | 14,609 | $345 | 12/31/2023 |
| CTA | 14,609 | $345 | 12/31/2023 |
| CSS LLC IL | 12,730 | $300 | 12/31/2023 |
| CTA | 12,730 | $300 | 12/31/2023 |
| National Bank of Canada FI | 11,994 | $285 | 12/31/2023 |
| CTA | 11,994 | $285 | 12/31/2023 |
| We Are One Seven LLC | 10,649 | $251 | 12/31/2023 |
| CTA | 10,649 | $251 | 12/31/2023 |
| Ironsides Asset Advisors LLC | 9,355 | $221 | 12/31/2023 |
| CTA | 9,355 | $221 | 12/31/2023 |
| Commonwealth Equity Services LLC | 8,628 | $204 | 12/31/2023 |
| CTA | 8,628 | $204 | 12/31/2023 |
| CWM LLC | 5,940 | $148 | 03/31/2024 |
| CTA | 5,940 | $148 | 03/31/2024 |
| UBS Group AG | 5,642 | $133 | 12/31/2023 |
| CTA | 5,642 | $133 | 12/31/2023 |
 Laffer Tengler Investments | $69 | 12/31/2023 | |
| CTA.PRB | 1,000 | $69 | 12/31/2023 |
| Sunbelt Securities Inc. | 1,918 | $48 | 03/31/2024 |
| CTA | 1,918 | $48 | 03/31/2024 |
| Qube Research & Technologies Ltd | 1,797 | $42 | 12/31/2023 |
| CTA | 1,797 | $42 | 12/31/2023 |
| Comerica Bank | 930 | $22 | 12/31/2023 |
| CTA | 930 | $22 | 12/31/2023 |
| Bartlett & Co. LLC | $21 | 12/31/2023 | |
| CTA.PRB | 300 | $21 | 12/31/2023 |
| Bartlett & CO. Wealth Management LLC | $21 | 12/31/2023 | |
| CTA.PRB | 300 | $21 | 12/31/2023 |
| Solstein Capital LLC | 680 | $17 | 03/31/2024 |
| CTA | 680 | $17 | 03/31/2024 |
| The PNC Financial Services Group Inc. | $14 | 12/31/2023 | |
| CTA.PRB | 200 | $14 | 12/31/2023 |
| Dividend Assets Capital LLC | $12 | 12/31/2023 | |
| CTA.PRB | 175 | $12 | 12/31/2023 |
| Geneos Wealth Management Inc. | 500 | $12 | 12/31/2023 |
| CTA | 500 | $12 | 12/31/2023 |
| Deane Retirement Strategies Inc. | 430 | $11 | 03/31/2024 |
| CTA | 430 | $11 | 03/31/2024 |
| Hobbs Group Advisors LLC | 448 | $11 | 12/31/2023 |
| CTA | 448 | $11 | 12/31/2023 |
| MV Capital Management Inc. | 101 | $3 | 03/31/2024 |
| CTA | 101 | $3 | 03/31/2024 |
| IFP Advisors Inc | 135 | $3 | 12/31/2023 |
| CTA | 135 | $3 | 12/31/2023 |
| Able Wealth Management LLC | 117 | $3 | 12/31/2023 |
| CTA | 117 | $3 | 12/31/2023 |
| Principal Securities Inc. | 91 | $2 | 12/31/2023 |
| CTA | 91 | $2 | 12/31/2023 |
| Harbour Investments Inc. | 94 | $2 | 12/31/2023 |
| CTA | 94 | $2 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| CTA | 0 | $0 | 12/31/2023 |
| Morgan Stanley | 12 | $0 | 12/31/2023 |
| CTA | 12 | $0 | 12/31/2023 |
See Summary: Institutional Holders of CTA
See Details: Top 10 Hedge Funds Holding CTA
Also See: CTA Holdings Changes
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