Institutional Ownership
Simplify Exchange Traded Fun
CUSIP 82889N863VOLATILITY PREMSVOLQ1 2026
Institutional Holders
77
13F filers
Shares Held
3.70M
Aggregate institutional
Institutional Value
$56.73M
Q1 2026
Net New Holders
+0
13 new · 13 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased26
Decreased26
Sold out13
Institutional Holders
77 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 699.9K | $10.74M | −64.5K | Reduced |
| 2 | Elevated Capital Advisors, LLC | 304.6K | $4.67M | −108.9K | Reduced |
| 3 | Cavalier Investments, LLC | 260.5K | $4.00M | +260.5K | New |
| 4 | Owen Larue, LLC | 232.8K | $3.57M | −100.5K | Reduced |
| 5 | Visionary Wealth Advisors | 177.7K | $2.73M | −10.0K | Reduced |
| 6 | Key Capital Management, Inc | 170.5K | $2.62M | +22.9K | Added |
| 7 | One Capital Management, LLC | 129.7K | $1.99M | +21.4K | Added |
| 8 | Commonwealth Equity Services, LLC | 123.0K | $1.89M | −35.7K | Reduced |
| 9 | Howard Bailey Securities, LLC | 121.6K | $1.87M | +13.6K | Added |
| 10 | B.O.S.S. Retirement Advisors, LLC | 100.2K | $1.54M | +6.1K | Added |
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