13FBOX
SIMPLIFY EXCHANGE TRADED FUN · 13F Institutional Holdings
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SIMPLIFY EXCHANGE TRADED FUN

PCR
Institutions
4
Combined AUM (Q2 2026)
$1.6M
Combined Shares (Q2 2026)
81,719
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+11,973
2 institutions added · 2 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-6,848
1 institutions reduced · 0 exits
Est. sell amount
⚖️ Net Share Change
+5,125
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.6M
Institutions
4
New Buys
2
Adds
0
Reduces
1
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Brookwood Investment Group LLC
0.15%0.18%#1$1.3M68,666$1.5M75,514-6,848-9.07%Reduce
JANE STREET GROUP, LLC
<0.01%#3$233,57411,964$00+11,964New Buy
Realta Investment Advisors
0.01%0.01%#2$21,0851,080$21,2981,08000.00%Unchanged
UBS Group AG
<0.01%#4$1769$00+9New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow