Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N798INTMD TERM TRSRYTYAQ1 2026
Institutional Holders
30
13F filers
Shares Held
2.65M
Aggregate institutional
Institutional Value
$33.17M
Q1 2026
Net New Holders
-3
3 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased9
Decreased16
Sold out6
Institutional Holders
30 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | True Wealth Design, LLC | 902.4K | $11.85M | +76.5K | Added |
| 2 | Heck Capital Advisors, LLC | 365.6K | $4.80M | −7.2K | Reduced |
| 3 | Magnolia Private Wealth, LLC | 438.1K | $4.15M | +154.5K | Added |
| 4 | Stapp Wealth Management, Pllc | 216.4K | $2.84M | −45.3K | Reduced |
| 5 | Continuum Advisory, LLC | 155.1K | $2.04M | +71.1K | Added |
| 6 | Ae Wealth Management LLC | 151.3K | $1.99M | −189.8K | Reduced |
| 7 | Private Client Services, LLC | 83.9K | $1.10M | +6.2K | Added |
| 8 | Whalen Wealth Management Inc. | 63.7K | $836.9K | +19.6K | Added |
| 9 | Hilltop Holdings Inc. | 58.3K | $765.7K | −471.4K | Reduced |
| 10 | Inspire Advisors, LLC | 54.9K | $721.1K | +54.9K | New |
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