Simplify Exchange Traded Funds - LITL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Simplify Asset Management Inc. | History | No change | 91,464 | 2,701 | 0.04% | 0.05% | 1 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 52,414 | 1,548 | 0.02% | 0.02% | 2 | -489 | -0.92% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 51,914 | 1,533 | 0.0% | 0.0% | 3 | -489 | -0.93% | Q4 2025 | Feb 10, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 12,487 | 368 | 0.01% | 0.01% | 4 | -2,315 | -15.64% | Q4 2025 | Feb 17, 2026 |
| Financial Management Professionals, Inc. | History | New | 50 | 1 | 0.0% | — | 5 | +50 | New | Q4 2025 | Jan 27, 2026 |