SIMPLIFY EXCHANGE TRADED FUN (YGLD)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
16
Reporting holders
$8.1M
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 |
|---|---|---|---|---|---|
| Authentikos Wealth Advisory, LLC | $2.6M | 82,774 | 1.66% | 6q | +20.6%+$444.8K |
| Legacy Wealth Managment, LLC/ID | $1.1M | 33,435 | 0.43% | 4q | -37.3%-$625.6K |
| RFG Advisory, LLC | $1.0M | 32,378 | 0.02% | new | NEW |
| Park Edge Advisors, LLC | $866.9K | 27,555 | 0.18% | 6q | -25.2%-$292.6K |
| Holcombe Financial, Inc. | $700.8K | 22,276 | 0.40% | 2q | +5.2%+$34.5K |
| OLD MISSION CAPITAL LLC | $602.2K | 19,143 | 0.01% | 3q | -46.6%-$525.0K |
| Cambridge Advisors Inc. | $506.6K | 16,104 | 0.09% | 6q | +6.3%+$29.9K |
| J. M. Brown & Associates Inc. | $233.8K | 7,432 | 0.13% | new | FIRST |
| BANK OF AMERICA CORP /DE/ | $208.5K | 6,626 | 0.00% | new | NEW |
| Luminist Capital LLC | $161.0K | 5,117 | 0.18% | 4q | +24.6%+$31.8K |
| MATHER GROUP, LLC. | $62.8K | 1,996 | 0.00% | 2q | +535.7%+$52.9K |
| Farther Finance Advisors, LLC | $47.2K | 1,500 | 0.00% | 2q | HELD |
| Reyes Financial Architecture, Inc. | $7.4K | 234 | 0.00% | 3q | -98.7%-$543.4K |
| Steward Partners Investment Advisory, LLC | $2.0K | 65 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $503 | 16 | 0.00% | new | NEW |
| IFP Advisors, Inc | $503 | 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 | 16 | $8.1M | 256,667 | 5 | 5 | 4 | 0.0% |
| Q1 2026 | 14 | $11.1M | 277,171 | 5 | 5 | 4 | 0.0% |
| Q4 2025 | 10 | $9.6M | 230,269 | 5 | 2 | 3 | 0.0% |
| Q3 2025 | 8 | $10.3M | 253,885 | 4 | 2 | 2 | 0.0% |
| Q2 2025 | 6 | $5.5M | 161,479 | 1 | 3 | 2 | 0.0% |
| Q1 2025 | 7 | $5.6M | 193,769 | 5 | 1 | 1 | 0.0% |
| Q4 2024 | 3 | $1.5M | 61,900 | 3 | 0 | 0 | 0.0% |