Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N426GOLD STRATEGY PLYGLDQ1 2026
Institutional Holders
14
13F filers
Shares Held
277.2K
Aggregate institutional
Institutional Value
$11.07M
Q1 2026
Net New Holders
+5
5 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased5
Decreased4
Sold out0
Institutional Holders
14 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Authentikos Wealth Advisory, LLC | 68.6K | $2.74M | +1.6K | Added |
| 2 | Legacy Wealth Managment, LLC/Id | 53.3K | $2.13M | −18.7K | Reduced |
| 3 | Park Edge Advisors, LLC | 36.9K | $1.47M | −522 | Reduced |
| 4 | Old Mission Capital LLC | 35.8K | $1.43M | +25.4K | Added |
| 5 | Holcombe Financial, Inc. | 21.2K | $845.7K | +21.2K | New |
| 6 | Reyes Financial Architecture, Inc. | 17.5K | $699.0K | −4.3K | Reduced |
| 7 | Jane Street Group, LLC | 16.0K | $640.4K | +9.8K | Added |
| 8 | Cambridge Advisors Inc. | 15.2K | $605.1K | +3.5K | Added |
| 9 | Quantinno Capital Management LP | 6.7K | $267.5K | +6.7K | New |
| 10 | Luminist Capital LLC | 4.1K | $163.9K | +423 | Added |
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