Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N301US EQT PLS UPSIDSPUCQ1 2026
Institutional Holders
19
13F filers
Shares Held
2.07M
Aggregate institutional
Institutional Value
$91.25M
Q1 2026
Net New Holders
+2
5 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased3
Decreased9
Sold out3
Institutional Holders
19 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 1.63M | $72.23M | 0 | Held |
| 2 | Commonwealth Equity Services, LLC | 247.1K | $10.92M | +20.0K | Added |
| 3 | Ae Wealth Management LLC | 94.1K | $4.16M | +979 | Added |
| 4 | Old Mission Capital LLC | 25.0K | $1.11M | +14.2K | Added |
| 5 | Susquehanna International Group, LLP | 17.0K | $749.3K | +17.0K | New |
| 6 | Elevated Capital Advisors, LLC | 11.6K | $514.1K | +11.6K | New |
| 7 | B.O.S.S. Retirement Advisors, LLC | 9.6K | $422.8K | −706 | Reduced |
| 8 | Howard Bailey Securities, LLC | 9.0K | $397.1K | −118 | Reduced |
| 9 | Mml Investors Services, LLC | 5.7K | $250.5K | −67 | Reduced |
| 10 | Great Lakes Retirement, Inc. | 5.0K | $219.4K | −412 | Reduced |
9 more institutional holders on Premium
See every fund holding Simplify Exchange Traded Fun, with full quarter-over-quarter share changes.
Unlock all holders