Funds holding Simplify Exchange Traded Funds
ISIN US82889N5665 · United States · LEI 549300LDDEMEUCZQEO55
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 564.8K $
A single tracked fund declares this security. So these figures do not say who holds it.
This issuer has other securities: SIMPLIFY EXCHANGE TRADED FUNDS (US82889N2696), Simplify Exchange Traded Funds (US82889N6572), Simplify Exchange Traded Funds (US82889N3017), Simplify Exchange Traded Funds (US82889N6408), Simplify Exchange Traded Funds (US82889N7232), Simplify Exchange Traded Funds (US82889N4429), Simplify Exchange Traded Funds (US82889N5335), Simplify Exchange Traded Funds (US82889N4759), Simplify Exchange Traded Funds (US82889N3504), Simplify Exchange Traded Funds (US82889N3843)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Atlas America Fund 2023 ETF Series Trust | 19,041 | 564.8K $ | 3.22 % | as of Jun 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 | |
|---|---|---|
| Atlas America Fund 2023 ETF Series Trust | 3.22 % | as of Jun 30, 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 |
|---|---|---|---|---|
| 2026Q3 | 1 | 0 | 19,041 | -4.8 % |
| 2026Q2 | 1 | 0 | 20,000 | -70.1 % |
| 2025Q2 | 1 | 0 | 66,957 | +9.3 % |
| 2024Q1 | 1 | 0 | 61,244 | -30.4 % |
| 2023Q4 | 1 | 88,056 |
Institutional managers
24 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Encompass More Asset Management | 405,214 | 14.3M $ | as of Mar 31, 2026 |
| Longview Financial Advisors, Inc. | 229,783 | 8.1M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 203,946 | 7.2M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 189,518 | 6.7M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 177,393 | 6.3M $ | as of Mar 31, 2026 |
| AE Wealth Management LLC | 120,037 | 4.2M $ | as of Mar 31, 2026 |
| BLVD Private Wealth, LLC | 66,808 | 2.4M $ | as of Mar 31, 2026 |
| Park Edge Advisors, LLC | 53,492 | 1.9M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,396 | 1.2M $ | as of Mar 31, 2026 |
| CreativeOne Wealth, LLC | 33,261 | 1.2M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 32,810 | 1.2M $ | as of Mar 31, 2026 |
| Global View Capital Management LLC | 31,788 | 1.1M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 24,925 | 881.5K $ | as of Mar 31, 2026 |
| Orion Porfolio Solutions, LLC | 24,612 | 870.5K $ | as of Mar 31, 2026 |
| Tidal Investments LLC | 20,000 | 717.4K $ | as of Mar 31, 2026 |
| Stratos Wealth Partners, LTD. | 14,237 | 503.6K $ | as of Mar 31, 2026 |
| Summit Global Investments | 11,821 | 418 $ | as of Mar 31, 2026 |
| Bluesphere Advisors LLC | 10,344 | 365.9K $ | as of Mar 31, 2026 |
| Straight Path Wealth Management | 9,750 | 344.9K $ | as of Mar 31, 2026 |
| CWM, LLC | 9,013 | 318.8K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 6,148 | 217.5K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 4,513 | 159.6K $ | as of Mar 31, 2026 |
| MATHER GROUP, LLC. | 1,936 | 68.5K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 122 | 4.3K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Simplify Exchange Traded Funds". https://titelia.com/en/stocks/simplify-exchange-traded-funds-US82889N5665