SIMPLIFY EXCHANGE TRADED FUN (IOPP)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
5
Reporting holders
$1.0M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $595.8K | 22,991 | 0.00% | 2q | +13.4%+$70.4K |
| JANE STREET GROUP, LLC | $384.1K | 14,822 | 0.00% | 10q | -63.3%-$662.4K |
| MORGAN STANLEY | $54.2K | 2,091 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $1.3K | 50 | 0.00% | 8q | HELD |
| DHJJ Financial Advisors, Ltd. | $130 | 5 | 0.00% | 9q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $1.0M | 39,959 | 1 | 1 | 1 | 0.0% |
| Q1 2026 | 5 | $1.4M | 60,820 | 1 | 1 | 0 | 0.0% |
| Q4 2025 | 5 | $383.3K | 14,085 | 1 | 0 | 1 | 0.0% |
| Q3 2025 | 4 | $593.9K | 22,022 | 0 | 1 | 0 | 0.0% |
| Q2 2025 | 5 | $361.1K | 13,161 | 0 | 0 | 2 | 0.0% |
| Q1 2025 | 6 | $1.4M | 55,011 | 0 | 1 | 2 | 0.0% |
| Q4 2024 | 6 | $3.7M | 136,671 | 1 | 2 | 0 | 0.0% |
| Q3 2024 | 7 | $3.0M | 94,436 | 3 | 0 | 2 | 0.0% |
| Q2 2024 | 4 | $1.7M | 60,875 | 3 | 1 | 0 | 0.0% |
| Q1 2024 | 3 | $449.4K | 17,925 | 3 | 0 | 0 | 0.0% |