Funds holding SIMPLIFY EXCHANGE TRADED FUNDS
ISIN US82889N2100 · United States · LEI 549300LDDEMEUCZQEO55
- Fund holders
- 2
- Of which ETFs
- 0 2 other funds
- Value held
- 2.4M $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| SOUND MIND INVESTING DYNAMIC ALLOCATION FUND Valued Advisers Trust | 69,970 | 1.8M $ | 2.18 % | as of Apr 30, 2026 ↗ |
| SMI MULTI-STRATEGY FUND Valued Advisers Trust | 23,940 | 615.5K $ | 1.05 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| SOUND MIND INVESTING DYNAMIC ALLOCATION FUND Valued Advisers Trust | 2.18 % | as of Apr 30, 2026 ↗ |
| SMI MULTI-STRATEGY FUND Valued Advisers Trust | 1.05 % | as of Apr 30, 2026 ↗ |
Institutional managers
3 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Encompass More Asset Management | 72,921 | 1.8M $ | as of Mar 31, 2026 |
| Tidal Investments LLC | 42,346 | 1.1M $ | as of Mar 31, 2026 |
| Arrowroot Family Office, LLC | 27,516 | 696.2K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding SIMPLIFY EXCHANGE TRADED FUNDS". https://titelia.com/en/stocks/simplify-exchange-traded-funds-US82889N2100