Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N202US EQT PLS DWNSDSPDQ1 2026
Institutional Holders
43
13F filers
Shares Held
1.72M
Aggregate institutional
Institutional Value
$62.73M
Q1 2026
Net New Holders
+0
6 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased9
Decreased16
Sold out6
Institutional Holders
43 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, LLC | 289.0K | $10.51M | +33.5K | Added |
| 2 | Lpl Financial LLC | 238.3K | $8.67M | −146.5K | Reduced |
| 3 | Authentikos Wealth Advisory, LLC | 198.2K | $7.21M | +7.6K | Added |
| 4 | Ae Wealth Management LLC | 181.4K | $6.60M | −897 | Reduced |
| 5 | Independent Wealth Advisors LLC | 148.9K | $5.41M | +5.6K | Added |
| 6 | Evolution Wealth Management Inc. | 130.8K | $4.76M | +16.0K | Added |
| 7 | Ironsides Asset Advisors, LLC | 115.6K | $4.20M | +11.0K | Added |
| 8 | Austin Wealth Management, LLC | 48.1K | $1.76M | +212 | Added |
| 9 | Old Mission Capital LLC | 48.0K | $1.75M | +48.0K | New |
| 10 | Steward Partners Investment Advisory, LLC | 41.5K | $1.51M | 0 | Held |
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