SIMPLIFY EXCHANGE TRADED FUN (PCR)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
4
Reporting holders
$1.6M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| Brookwood Investment Group LLC | $1.3M | 68,666 | 0.15% | 4q | -9.1%-$133.7K |
| JANE STREET GROUP, LLC | $233.6K | 11,964 | 0.00% | new | NEW |
| Realta Investment Advisors | $21.1K | 1,080 | 0.01% | 2q | HELD |
| UBS Group AG | $176 | 9 | 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 | 4 | $1.6M | 81,719 | 2 | 0 | 1 | 0.0% |
| Q1 2026 | 2 | $1.5M | 76,594 | 1 | 1 | 0 | 0.0% |
| Q4 2025 | 2 | $2.0M | 86,305 | 0 | 1 | 1 | 0.0% |
| Q3 2025 | 2 | $2.3M | 92,449 | 2 | 0 | 0 | 0.0% |