Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N525MBS ETFMTBAQ1 2026
Institutional Holders
155
13F filers
Shares Held
21.99M
Aggregate institutional
Institutional Value
$1.07B
Q1 2026
Net New Holders
-1
21 new · 22 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions21
Increased78
Decreased42
Sold out22
Institutional Holders
155 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.47M | $122.37M | +202.7K | Added |
| 2 | Wells Fargo & Company/Mn | 1.67M | $82.76M | −41.2K | Reduced |
| 3 | Mml Investors Services, LLC | 1.63M | $80.71M | −123.8K | Reduced |
| 4 | Edge Wealth Management LLC | 1.07M | $52.99M | +71.3K | Added |
| 5 | Evergreen Capital Management LLC | 1.06M | $52.52M | −6.5K | Reduced |
| 6 | Watchman Group, Inc. | 877.9K | $43.42M | +46.7K | Added |
| 7 | Hilton Capital Management, LLC | 855.4K | $42.31M | +14.1K | Added |
| 8 | Knightsbridge Asset Management, LLC | 819.2K | $40.52M | +135.9K | Added |
| 9 | Creativeone Wealth, LLC | 649.3K | $32.11M | +40.2K | Added |
| 10 | Lpl Financial LLC | 582.6K | $28.82M | +21.1K | Added |
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