Funds holding Simplify Exchange Traded Funds
ISIN US82889N5665 · United States · LEI 549300LUJCGPQCEX8Q16
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 707.4K $
A single tracked fund declares this security: these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Atlas America Fund 2023 ETF Series Trust | 20,000 | 707.4K $ | 3.80 % | 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 | |
|---|---|---|
| Atlas America Fund 2023 ETF Series Trust | 3.80 % | 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 | 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