SIMPLIFY EXCHANGE TRADED FUN (NXTI)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
3
Reporting holders
$29.2M
Reported value
0.0%
Held as options
-1
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. | $28.6M | 822,303 | 0.40% | 9q | HELD |
| OLD MISSION CAPITAL LLC | $561.4K | 16,115 | 0.01% | 4q | -2.3%-$13.2K |
| UBS Group AG | $70 | 2 | 0.00% | new | NEW |
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 | 3 | $29.2M | 838,420 | 1 | 0 | 1 | 0.0% |
| Q1 2026 | 4 | $25.9M | 872,150 | 1 | 1 | 1 | 0.0% |
| Q4 2025 | 3 | $27.8M | 854,606 | 0 | 1 | 1 | 0.0% |
| Q3 2025 | 3 | $27.9M | 854,739 | 2 | 1 | 0 | 0.0% |
| Q2 2025 | 2 | $687.0K | 22,323 | 1 | 0 | 1 | 0.0% |
| Q1 2025 | 1 | $714.4K | 25,825 | 0 | 0 | 1 | 0.0% |
| Q4 2024 | 1 | $757.2K | 26,999 | 0 | 0 | 1 | 0.0% |
| Q3 2024 | 1 | $898.0K | 31,521 | 0 | 0 | 1 | 0.0% |
| Q2 2024 | 2 | $2.1M | 78,584 | 2 | 0 | 0 | 0.0% |