Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N657SHORT TERM TREATUAQ1 2026
Institutional Holders
81
13F filers
Shares Held
23.55M
Aggregate institutional
Institutional Value
$495.51M
Q1 2026
Net New Holders
-6
13 new · 19 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased30
Decreased31
Sold out19
Institutional Holders
81 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 5.53M | $116.66M | +5.53M | New |
| 2 | Gentrust, LLC | 2.88M | $60.83M | +2.88M | New |
| 3 | Ferguson Shapiro LLC | 2.33M | $49.09M | +90.7K | Added |
| 4 | Ae Wealth Management LLC | 1.92M | $40.46M | +39.1K | Added |
| 5 | Mid-American Wealth Advisory Group, Inc. | 1.14M | $24.96M | 0 | Held |
| 6 | Hightower Advisors, LLC | 1.18M | $24.93M | +261.3K | Added |
| 7 | Ancora Advisors LLC | 990.2K | $20.89M | +169.0K | Added |
| 8 | Lpl Financial LLC | 765.1K | $16.14M | −60.7K | Reduced |
| 9 | Insight Wealth Strategies, LLC | 666.2K | $14.06M | +25.8K | Added |
| 10 | Altfest L J & Co Inc | 663.5K | $14.00M | −189.8K | Reduced |
71 more institutional holders on Premium
See every fund holding Simplify Exchange Traded Fun, with full quarter-over-quarter share changes.
Unlock all holders