Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N350TARGET 15 DISTRIXVQ1 2026
Institutional Holders
18
13F filers
Shares Held
1.51M
Aggregate institutional
Institutional Value
$35.64M
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
Increased9
Decreased2
Sold out3
Institutional Holders
18 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 624.4K | $14.71M | 0 | Held |
| 2 | Principal Securities, Inc. | 229.5K | $5.41M | +150.4K | Added |
| 3 | Envestnet Asset Management Inc | 177.6K | $4.18M | +105.0K | Added |
| 4 | Creativeone Wealth, LLC | 165.1K | $3.89M | −43.5K | Reduced |
| 5 | Owen Larue, LLC | 80.5K | $1.90M | −53.3K | Reduced |
| 6 | Brookwood Investment Group LLC | 67.7K | $1.60M | +24.8K | Added |
| 7 | Old Mission Capital LLC | 48.1K | $1.13M | +1.1K | Added |
| 8 | Millington Financial Advisors, LLC | 38.7K | $946.6K | +12.2K | Added |
| 9 | Mather Group, LLC. | 17.5K | $411.5K | +17.5K | New |
| 10 | Jane Street Group, LLC | 15.8K | $372.1K | +7.2K | Added |
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