Simplify Exchange Traded Funds - YGLD

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$9.588M
QoQ value delta ($000)
-$671K (-6.54%)
Implied price effect (QoQ)
+3.04%
Shares
Total shares
230,269
QoQ shares delta
-23,616 (-9.3%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (YGLD)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q2 2026 data: only 16 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
Legacy Wealth Managment, LLC/ID 3,000 72,011 1.44%
Authentikos Wealth Advisory, LLC 2,793 67,064 1.85%
Park Edge Advisors, LLC 1,557 37,379 0.35%
Reyes Financial Architecture, Inc. 906 21,762 0.55%
Cambridge Advisors Inc. 484 11,640 0.09%
OLD MISSION CAPITAL LLC 432 10,386 0.01%
JANE STREET GROUP, LLC 261 6,280 0.0%
Luminist Capital LLC 153 3,683 0.19%
WFA of San Diego, LLC 1 35 0.0%
SageView Advisory Group, LLC 1 29 0.0%