Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N723AGGREGATE BOND EAGGHQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
89
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. | 2.11M | $42.92M |
| 2 | Wcg Wealth Advisors LLC | 1.87M | $38.01M |
| 3 | Sowell Financial Services LLC | 1.20M | $24.39M |
| 4 | Envestnet Asset Management Inc | 1.20M | $24.35M |
| 5 | Lpl Financial LLC | 807.7K | $16.44M |
| 6 | Wealthplan Investment Management, LLC | 718.6K | $14.62M |
| 7 | Ae Wealth Management LLC | 703.7K | $14.32M |
| 8 | Great Diamond Partners, LLC | 569.0K | $11.58M |
| 9 | Brookwood Investment Group LLC | 468.8K | $9.54M |
| 10 | Prevail Innovative Wealth Advisors, LLC | 423.1K | $8.61M |