Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N335BARRIER INCOMESBARQ1 2026
Institutional Holders
57
13F filers
Shares Held
6.79M
Aggregate institutional
Institutional Value
$166.98M
Q1 2026
Net New Holders
+12
16 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions16
Increased29
Decreased8
Sold out4
Institutional Holders
57 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 950.0K | $23.31M | 0 | Held |
| 2 | Principal Securities, Inc. | 910.3K | $22.34M | +472.9K | Added |
| 3 | Ae Wealth Management LLC | 591.0K | $14.50M | +155.4K | Added |
| 4 | Envestnet Asset Management Inc | 451.2K | $11.07M | +208.5K | Added |
| 5 | Mid-American Wealth Advisory Group, Inc. | 390.7K | $10.22M | 0 | Held |
| 6 | Creativeone Wealth, LLC | 323.1K | $7.93M | +54.9K | Added |
| 7 | Elevated Capital Advisors, LLC | 288.0K | $7.07M | +102.5K | Added |
| 8 | Prevail Innovative Wealth Advisors, LLC | 271.4K | $6.66M | +174.3K | Added |
| 9 | Prime Capital Investment Advisors, LLC | 247.3K | $6.07M | +247.3K | New |
| 10 | Brookstone Capital Management | 202.1K | $4.96M | +37.4K | Added |
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