Institutional Ownership
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CUSIP 82889N848SIMPLIFY US EQTSPBCQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
19
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 | Cwm, LLC | 271.3K | $11.28M |
| 2 | Lpl Financial LLC | 144.7K | $6.02M |
| 3 | Professional Financial Advisors, LLC | 127.2K | $5.29M |
| 4 | Private Advisor Group, LLC | 57.2K | $2.38M |
| 5 | Chicago Partners Investment Group LLC | 29.2K | $1.35M |
| 6 | Sfg Wealth Management, LLC. | 29.6K | $1.23M |
| 7 | Citadel Advisors LLC | 23.1K | $960.1K |
| 8 | Total Clarity Wealth Management, Inc. | 21.0K | $874.1K |
| 9 | Old Mission Capital LLC | 10.1K | $421.7K |
| 10 | Osaic Holdings, Inc. | 9.1K | $377.4K |