Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N657SHORT TERM TREATUAQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
81
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 | Simplify Asset Management Inc. | 5.53M | $116.66M |
| 2 | Gentrust, LLC | 2.88M | $60.83M |
| 3 | Ferguson Shapiro LLC | 2.33M | $49.09M |
| 4 | Ae Wealth Management LLC | 1.92M | $40.46M |
| 5 | Mid-American Wealth Advisory Group, Inc. | 1.14M | $24.96M |
| 6 | Hightower Advisors, LLC | 1.18M | $24.93M |
| 7 | Ancora Advisors LLC | 990.2K | $20.89M |
| 8 | Lpl Financial LLC | 765.1K | $16.14M |
| 9 | Insight Wealth Strategies, LLC | 666.2K | $14.06M |
| 10 | Altfest L J & Co Inc | 663.5K | $14.00M |