Funds holding Simplify Exchange Traded Funds
ISIN US82889N3439 · United States · LEI 529900JTTFCG8VMW8B49
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 2.8M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Simplify Multi-QIS Alternative ETF Simplify Exchange Traded Funds | 125,000 | 2.8M $ | 5.94 % | 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 ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Simplify Multi-QIS Alternative ETF Simplify Exchange Traded Funds | 5.94 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 125,000 | 0.0 % |
| 2026Q1 | 1 | 125,000 |
Institutional managers
8 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | 895,642 | 20.3M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 197,917 | 4.5M $ | as of Mar 31, 2026 |
| Simplify Asset Management Inc. | 125,000 | 2.8M $ | as of Mar 31, 2026 |
| Castleview Partners, LLC | 71,008 | 1.6M $ | as of Mar 31, 2026 |
| Brookwood Investment Group LLC | 69,881 | 1.6M $ | as of Mar 31, 2026 |
| PRINCIPAL SECURITIES, INC. | 52,876 | 1.2M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 52,876 | 1.2M $ | as of Mar 31, 2026 |
| Millington Financial Advisors, LLC | 24,201 | 564.4K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Simplify Exchange Traded Funds". https://titelia.com/en/stocks/simplify-exchange-traded-funds-US82889N3439