Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N228US EQUITY PLUS MCTAPQ1 2026
Institutional Holders
13
13F filers
Shares Held
4.03M
Aggregate institutional
Institutional Value
$106.71M
Q1 2026
Net New Holders
+11
11 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased1
Decreased0
Sold out0
Institutional Holders
13 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cwm, LLC | 3.37M | $90.23M | +3.37M | New |
| 2 | Mather Group, LLC. | 307.8K | $8.24M | +307.8K | New |
| 3 | Simplify Asset Management Inc. | 100.0K | $2.68M | 0 | Held |
| 4 | Professional Financial Advisors, LLC | 76.8K | $2.06M | +76.8K | New |
| 5 | Commonwealth Equity Services, LLC | 74.0K | $1.98M | +74.0K | New |
| 6 | Pekin Hardy Strauss, Inc. | 21.4K | $572.3K | +21.4K | New |
| 7 | Triton Wealth Management, Pllc | 18.5K | $491.6K | +18.5K | New |
| 8 | Magnolia Private Wealth, LLC | 15.6K | $417.9K | +15.6K | New |
| 9 | Zions Bancorporation, National Association /Ut/ | 956 | $25.6K | +956 | New |
| 10 | Ae Wealth Management LLC | 155 | $4.2K | +155 | New |
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