Institutional Ownership
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CUSIP 82889N558SIMPLIFY OPPORTCRDTQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
17
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Ascension Capital Advisors, Inc. | 639.0K | $14.40M |
| 2 | Continuum Advisory, LLC | 431.7K | $9.73M |
| 3 | Mid-American Wealth Advisory Group, Inc. | 201.1K | $4.69M |
| 4 | Ae Wealth Management LLC | 26.9K | $605.7K |
| 5 | Principal Securities, Inc. | 23.9K | $537.5K |
| 6 | Envestnet Asset Management Inc | 23.9K | $537.5K |
| 7 | Jane Street Group, LLC | 17.0K | $383.6K |
| 8 | Susquehanna International Group, LLP | 9.3K | $209.8K |
| 9 | Trajan Wealth LLC | 8.9K | $201.3K |
| 10 | Osaic Holdings, Inc. | 3.0K | $68.3K |