Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N723AGGREGATE BOND EAGGHQ1 2026
Institutional Holders
89
13F filers
Shares Held
15.66M
Aggregate institutional
Institutional Value
$303.66M
Q1 2026
Net New Holders
+9
19 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions19
Increased44
Decreased22
Sold out10
Institutional Holders
89 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 2.11M | $42.92M | +250.0K | Added |
| 2 | Wcg Wealth Advisors LLC | 1.87M | $38.01M | +1.87M | New |
| 3 | Sowell Financial Services LLC | 1.20M | $24.39M | +1.20M | New |
| 4 | Envestnet Asset Management Inc | 1.20M | $24.35M | +111.6K | Added |
| 5 | Lpl Financial LLC | 807.7K | $16.44M | +400.2K | Added |
| 6 | Wealthplan Investment Management, LLC | 718.6K | $14.62M | +460.2K | Added |
| 7 | Ae Wealth Management LLC | 703.7K | $14.32M | −63.7K | Reduced |
| 8 | Great Diamond Partners, LLC | 569.0K | $11.58M | +88.4K | Added |
| 9 | Brookwood Investment Group LLC | 468.8K | $9.54M | +432.2K | Added |
| 10 | Prevail Innovative Wealth Advisors, LLC | 423.1K | $8.61M | +292.4K | Added |
79 more institutional holders on Premium
See every fund holding Simplify Exchange Traded Fun, with full quarter-over-quarter share changes.
Unlock all holders