Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N533MULTI QIS ALTERNQISQ1 2026
Institutional Holders
6
13F filers
Shares Held
3.81M
Aggregate institutional
Institutional Value
$46.23M
Q1 2026
Net New Holders
-3
0 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased2
Decreased2
Sold out3
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 3.78M | $45.79M | 0 | Held |
| 2 | Envestnet Asset Management Inc | 32.8K | $398.1K | +3.0K | Added |
| 3 | Osaic Holdings, Inc. | 3.1K | $37.9K | +1.8K | Added |
| 4 | Legacy Wealth Managment, LLC/Id | 301 | $3.6K | −18.5K | Reduced |
| 5 | Morgan Stanley | 115 | $1.4K | 0 | Held |
| 6 | Ubs Group AG | 65 | $788 | −1 | Reduced |