Funds holding Simplify Exchange Traded Funds
ISIN US82889N2282 · United States · LEI 529900DHMWXRDNEV4V92
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 2.7M $
A single tracked fund declares this security: these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Simplify Multi-QIS Alternative ETF Simplify Exchange Traded Funds | 100,000 | 2.7M $ | 5.62 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures how much this security weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Simplify Multi-QIS Alternative ETF Simplify Exchange Traded Funds | 5.62 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 100,000 | 0.0 % |
| 2026Q1 | 1 | 100,000 |
Institutional managers
13 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| CWM, LLC | 3,369,085 | 90.2M $ | as of Mar 31, 2026 |
| MATHER GROUP, LLC. | 307,750 | 8.2M $ | as of Mar 31, 2026 |
| Simplify Asset Management Inc. | 100,000 | 2.7M $ | as of Mar 31, 2026 |
| Professional Financial Advisors, LLC | 76,807 | 2.1M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 74,002 | 2M $ | as of Mar 31, 2026 |
| WEDBUSH SECURITIES INC | 41,240 | 1.1K $ | as of Mar 31, 2026 |
| Pekin Hardy Strauss, Inc. | 21,370 | 572.3K $ | as of Mar 31, 2026 |
| Triton Wealth Management, PLLC | 18,493 | 491.6K $ | as of Mar 31, 2026 |
| Magnolia Private Wealth, LLC | 15,603 | 417.9K $ | as of Mar 31, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 956 | 25.6K $ | as of Mar 31, 2026 |
| AE Wealth Management LLC | 155 | 4.2K $ | as of Mar 31, 2026 |
| Deane Retirement Strategies, Inc. | 149 | 4K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 145 | 3.8K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Simplify Exchange Traded Funds". https://titelia.com/en/stocks/simplify-exchange-traded-funds-US82889N2282