Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N830HIGH YIELD ETFCDXQ1 2026
Institutional Holders
87
13F filers
Shares Held
14.54M
Aggregate institutional
Institutional Value
$299.77M
Q1 2026
Net New Holders
+2
16 new · 14 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions16
Increased40
Decreased25
Sold out14
Institutional Holders
87 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Signature Estate & Investment Advisors LLC | 1.82M | $38.93M | +1.82M | New |
| 2 | Envestnet Asset Management Inc | 1.50M | $31.94M | +127.4K | Added |
| 3 | Ae Wealth Management LLC | 1.26M | $26.98M | +47.5K | Added |
| 4 | Altiora Financial Group, LLC | 899.0K | $19.18M | −175.4K | Reduced |
| 5 | Park Edge Advisors, LLC | 755.9K | $16.13M | +2.8K | Added |
| 6 | Insight Wealth Strategies, LLC | 680.1K | $14.51M | +32.9K | Added |
| 7 | Lpl Financial LLC | 586.7K | $12.52M | −138.5K | Reduced |
| 8 | Drive Wealth Management, LLC | 396.5K | $8.46M | +24.3K | Added |
| 9 | Principal Securities, Inc. | 378.4K | $8.07M | +152.0K | Added |
| 10 | Newedge Wealth, LLC | 368.2K | $7.86M | +30.8K | Added |
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