Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N848SIMPLIFY US EQTSPBCQ1 2026
Institutional Holders
19
13F filers
Shares Held
738.8K
Aggregate institutional
Institutional Value
$30.85M
Q1 2026
Net New Holders
-3
5 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased2
Decreased8
Sold out8
Institutional Holders
19 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cwm, LLC | 271.3K | $11.28M | −8.3K | Reduced |
| 2 | Lpl Financial LLC | 144.7K | $6.02M | −28.6K | Reduced |
| 3 | Professional Financial Advisors, LLC | 127.2K | $5.29M | +127.2K | New |
| 4 | Private Advisor Group, LLC | 57.2K | $2.38M | +498 | Added |
| 5 | Chicago Partners Investment Group LLC | 29.2K | $1.35M | −481 | Reduced |
| 6 | Sfg Wealth Management, LLC. | 29.6K | $1.23M | −70.8K | Reduced |
| 7 | Citadel Advisors LLC | 23.1K | $960.1K | +13.0K | Added |
| 8 | Total Clarity Wealth Management, Inc. | 21.0K | $874.1K | −27.5K | Reduced |
| 9 | Old Mission Capital LLC | 10.1K | $421.7K | +10.1K | New |
| 10 | Osaic Holdings, Inc. | 9.1K | $377.4K | −38.9K | Reduced |
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