Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N368CURRENCY STRATEGFOXYQ1 2026
Institutional Holders
31
13F filers
Shares Held
3.01M
Aggregate institutional
Institutional Value
$87.75M
Q1 2026
Net New Holders
+9
10 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased18
Decreased3
Sold out1
Institutional Holders
31 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 512.0K | $14.97M | +105.2K | Added |
| 2 | Bnp Paribas Financial Markets | 426.7K | $12.48M | +176.7K | Added |
| 3 | Bank Of America Corp /De/ | 276.0K | $8.07M | +225.0K | Added |
| 4 | Elevated Capital Advisors, LLC | 243.9K | $7.13M | +243.9K | New |
| 5 | Citigroup Inc | 177.6K | $5.19M | +80.0K | Added |
| 6 | Principal Securities, Inc. | 146.1K | $4.27M | +146.1K | New |
| 7 | Key Capital Management, Inc | 135.5K | $3.96M | +55.2K | Added |
| 8 | Encompass More Asset Management | 130.0K | $3.80M | +103.2K | Added |
| 9 | Park Edge Advisors, LLC | 128.4K | $3.75M | +50.5K | Added |
| 10 | Creativeone Wealth, LLC | 111.4K | $3.26M | +61.6K | Added |
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