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 | 2,612 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 53,320 | 1,523 | 0.02% | 0.02% | 2 | +906 | 1.73% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 52,650 | 1,503 | 0.0% | 0.0% | 3 | +736 | 1.42% | Q1 2026 | May 04, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 18,271 | 521 | 0.01% | 0.01% | 4 | +5,784 | 46.32% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 15, 2026 |