SIMPLIFY EXCHANGE TRADED FUN (SDMF)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
7
Reporting holders
$14.0M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| Tidal Investments LLC | $7.1M | 277,854 | 0.01% | 2q | +556.2%+$6.0M |
| Encompass More Asset Management | $2.8M | 109,805 | 0.41% | 2q | +50.6%+$945.3K |
| Quantinno Capital Management LP | $2.3M | 89,392 | 0.00% | new | NEW |
| CreativeOne Wealth, LLC | $1.2M | 45,101 | 0.02% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $573.4K | 22,330 | 0.00% | new | NEW |
| Deane Retirement Strategies, Inc. | $4.5K | 176 | 0.00% | new | NEW |
| UBS Group AG | $410 | 16 | 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 | 7 | $14.0M | 544,674 | 5 | 2 | 0 | 0.0% |
| Q1 2026 | 3 | $3.6M | 142,783 | 3 | 0 | 0 | 0.0% |