Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N103US EQT PLS CNVEXSPYCQ1 2026
Institutional Holders
31
13F filers
Shares Held
1.71M
Aggregate institutional
Institutional Value
$67.81M
Q1 2026
Net New Holders
+3
6 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased6
Decreased15
Sold out3
Institutional Holders
31 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Austin Wealth Management, LLC | 667.3K | $26.62M | −237.5K | Reduced |
| 2 | Integrated Wealth Concepts LLC | 293.0K | $11.57M | −30.9K | Reduced |
| 3 | Entrewealth, LLC | 237.5K | $9.37M | +9.7K | Added |
| 4 | Ae Wealth Management LLC | 182.4K | $7.20M | +53.1K | Added |
| 5 | Evolution Wealth Management Inc. | 102.7K | $4.05M | +27.7K | Added |
| 6 | Commonwealth Equity Services, LLC | 68.5K | $2.70M | −1.9K | Reduced |
| 7 | Financial Enhancement Group LLC | 33.8K | $1.46M | −58 | Reduced |
| 8 | Noble Wealth Management Pbc | 14.5K | $573.1K | −100 | Reduced |
| 9 | Fiduciary Alliance LLC | 12.7K | $540.1K | −93 | Reduced |
| 10 | Elevated Capital Advisors, LLC | 12.9K | $508.5K | +12.9K | New |
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