Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N764HEDGED EQUITYHEQTQ1 2026
Institutional Holders
87
13F filers
Shares Held
7.05M
Aggregate institutional
Institutional Value
$221.08M
Q1 2026
Net New Holders
+8
16 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions16
Increased29
Decreased28
Sold out8
Institutional Holders
87 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cwm, LLC | 629.6K | $19.83M | +24.3K | Added |
| 2 | Lpl Financial LLC | 562.6K | $17.72M | +103.3K | Added |
| 3 | Private Advisor Group, LLC | 537.2K | $16.92M | −583.3K | Reduced |
| 4 | Wealthplan Investment Management, LLC | 371.9K | $11.72M | −186.5K | Reduced |
| 5 | Leo Wealth, LLC | 333.9K | $10.52M | +2.4K | Added |
| 6 | Arq Wealth Advisors, LLC | 302.5K | $9.53M | +29.4K | Added |
| 7 | Orion Porfolio Solutions, LLC | 289.7K | $9.13M | +289.7K | New |
| 8 | Kovack Advisors, Inc. | 231.4K | $7.35M | +34.9K | Added |
| 9 | Wealthplan Partners, LLC | 227.2K | $7.16M | −77.7K | Reduced |
| 10 | Rockefeller Capital Management L.P. | 223.6K | $7.04M | +164.6K | Added |
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