Simplify Exchange Traded Funds - SDMF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Tidal Investments LLC | History | Added to | 277,854 | 7,121 | 0.01% | 0.0% | 1 | +235,508 | 556.15% | Q2 2026 | Aug 13, 2026 |
| Encompass More Asset Management | History | Added to | 109,805 | 2,814 | 0.41% | 0.31% | 2 | +36,884 | 50.58% | Q2 2026 | Jul 14, 2026 |
| Quantinno Capital Management LP | History | New | 89,392 | 2,291 | 0.0% | — | 3 | +89,392 | New | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | New | 45,101 | 1,155 | 0.02% | — | 4 | +45,101 | New | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 22,330 | 573 | 0.0% | — | 5 | +22,330 | New | Q2 2026 | Jul 15, 2026 |
| Deane Retirement Strategies, Inc. | History | New | 176 | 4 | 0.0% | — | 6 | +176 | New | Q2 2026 | Jul 08, 2026 |
| Arrowroot Family Office, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -27,516 | -100.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Aug 13, 2026 |