Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N640TREASURY OPT INCBUCKQ1 2026
Institutional Holders
87
13F filers
Shares Held
9.62M
Aggregate institutional
Institutional Value
$217.83M
Q1 2026
Net New Holders
+2
14 new · 12 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions14
Increased37
Decreased26
Sold out12
Institutional Holders
87 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 1.70M | $39.96M | +1.70M | New |
| 2 | Ae Wealth Management LLC | 1.01M | $23.63M | −159.0K | Reduced |
| 3 | Lpl Financial LLC | 825.5K | $19.40M | +172.4K | Added |
| 4 | Envestnet Asset Management Inc | 574.7K | $13.51M | +385.5K | Added |
| 5 | Elevated Capital Advisors, LLC | 441.4K | $10.38M | −7.5K | Reduced |
| 6 | Principal Securities, Inc. | 411.5K | $9.67M | +207.3K | Added |
| 7 | Rivertree Advisors, LLC | 311.3K | $7.32M | −3.7K | Reduced |
| 8 | Vanweelden Wealth Management, LLC | 304.0K | $7.15M | +304.0K | New |
| 9 | Owen Larue, LLC | 256.1K | $6.02M | +145.7K | Added |
| 10 | Key Capital Management, Inc | 226.8K | $5.33M | +35.5K | Added |
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