SIMPLIFY EXCHANGE TRADED FUN (LITL)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
4
Reporting holders
$7.0M
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 |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | $3.1M | 91,464 | 0.04% | 5q | HELD |
| OLD MISSION CAPITAL LLC | $1.6M | 47,319 | 0.03% | 5q | +159.0%+$1.0M |
| PRINCIPAL SECURITIES, INC. | $1.1M | 33,158 | 0.01% | 5q | -37.8%-$694.2K |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 32,023 | 0.00% | 4q | -39.2%-$710.3K |
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 | 4 | $7.0M | 203,964 | 0 | 1 | 2 | 0.0% |
| Q1 2026 | 4 | $6.2M | 215,705 | 0 | 3 | 0 | 0.0% |
| Q4 2025 | 5 | $6.2M | 208,329 | 1 | 0 | 3 | 0.0% |
| Q3 2025 | 4 | $6.0M | 211,572 | 1 | 1 | 1 | 0.0% |
| Q2 2025 | 3 | $3.2M | 117,316 | 3 | 0 | 0 | 0.0% |