Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N699MANAGED FUTURESCTAQ1 2026
Institutional Holders
236
13F filers
Shares Held
37.37M
Aggregate institutional
Institutional Value
$1.11B
Q1 2026
Net New Holders
+31
48 new · 17 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions48
Increased105
Decreased70
Sold out17
Institutional Holders
236 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.47M | $135.02M | +3.45M | Added |
| 2 | Wealth Enhancement Advisory Services, LLC | 2.11M | $59.80M | −787.1K | Reduced |
| 3 | Boothe Investment Group, Inc. | 1.74M | $52.55M | +10.4K | Added |
| 4 | Concurrent Investment Advisors, LLC | 1.46M | $44.26M | +1.46M | New |
| 5 | Citigroup Inc | 1.35M | $40.68M | +1.27M | Added |
| 6 | Envestnet Asset Management Inc | 1.27M | $38.52M | +771.6K | Added |
| 7 | Lpl Financial LLC | 1.05M | $31.84M | −18.6K | Reduced |
| 8 | Independence Wealth Advisors, LLC | 951.5K | $28.75M | +61.4K | Added |
| 9 | Ae Wealth Management LLC | 938.9K | $28.37M | −38.6K | Reduced |
| 10 | Ubs Group AG | 809.8K | $24.47M | +806.0K | Added |
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