Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N558SIMPLIFY OPPORTCRDTQ1 2026
Institutional Holders
17
13F filers
Shares Held
1.39M
Aggregate institutional
Institutional Value
$31.47M
Q1 2026
Net New Holders
-3
2 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased5
Decreased8
Sold out5
Institutional Holders
17 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ascension Capital Advisors, Inc. | 639.0K | $14.40M | +3.1K | Added |
| 2 | Continuum Advisory, LLC | 431.7K | $9.73M | +45.5K | Added |
| 3 | Mid-American Wealth Advisory Group, Inc. | 201.1K | $4.69M | 0 | Held |
| 4 | Ae Wealth Management LLC | 26.9K | $605.7K | −23.9K | Reduced |
| 5 | Principal Securities, Inc. | 23.9K | $537.5K | +156 | Added |
| 6 | Envestnet Asset Management Inc | 23.9K | $537.5K | −3.5K | Reduced |
| 7 | Jane Street Group, LLC | 17.0K | $383.6K | −355 | Reduced |
| 8 | Susquehanna International Group, LLP | 9.3K | $209.8K | −20.4K | Reduced |
| 9 | Trajan Wealth LLC | 8.9K | $201.3K | −234 | Reduced |
| 10 | Osaic Holdings, Inc. | 3.0K | $68.3K | +33 | Added |
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