Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N855SIMPLIFY INTERSTPFIXQ1 2026
Institutional Holders
63
13F filers
Shares Held
1.65M
Aggregate institutional
Institutional Value
$75.30M
Q1 2026
Net New Holders
+21
30 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions30
Increased18
Decreased8
Sold out9
Institutional Holders
63 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Tidal Investments LLC | 241.6K | $11.17M | +241.6K | New |
| 2 | Pfg Advisors | 190.6K | $8.81M | +190.6K | New |
| 3 | Lpl Financial LLC | 159.0K | $7.35M | +110.5K | Added |
| 4 | Drum Hill Capital, LLC | 143.6K | $6.64M | +29.6K | Added |
| 5 | Thomas J. Herzfeld Advisors, Inc. | 117.7K | $5.43M | +117.7K | New |
| 6 | Envestnet Asset Management Inc | 109.5K | $5.06M | +99.6K | Added |
| 7 | Goldman Sachs Group Inc | 100.0K | $4.62M | +93.7K | Added |
| 8 | Holcombe Financial, Inc. | 99.6K | $4.60M | +6.4K | Added |
| 9 | Commonwealth Equity Services, LLC | 69.7K | $3.22M | −124.2K | Reduced |
| 10 | Point72 Asset Management, L.P. | 32.6K | $1.51M | +32.6K | New |
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