Simplify Exchange Traded Funds - YGLD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Authentikos Wealth Advisory, LLC | History | Added to | 68,636 | 2,740 | 1.85% | 1.85% | 1 | +1,572 | 2.34% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 53,320 | 2,129 | 1.06% | 1.44% | 2 | -18,691 | -25.96% | Q1 2026 | May 07, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 36,857 | 1,471 | 0.34% | 0.35% | 3 | -522 | -1.4% | Q1 2026 | Apr 20, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 35,830 | 1,430 | 0.02% | 0.01% | 4 | +25,444 | 244.98% | Q1 2026 | May 15, 2026 |
| Holcombe Financial, Inc. | History | New | 21,180 | 845 | 0.5% | — | 5 | +21,180 | New | Q1 2026 | Apr 20, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 17,507 | 699 | 0.57% | 0.55% | 6 | -4,255 | -19.55% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 16,038 | 640 | 0.0% | 0.0% | 7 | +9,758 | 155.38% | Q1 2026 | May 12, 2026 |
| Cambridge Advisors Inc. | History | Added to | 15,155 | 605 | 0.12% | 0.09% | 8 | +3,515 | 30.2% | Q1 2026 | Apr 16, 2026 |
| Quantinno Capital Management LP | History | New | 6,698 | 267 | 0.0% | — | 9 | +6,698 | New | Q1 2026 | May 15, 2026 |
| Luminist Capital LLC | History | Added to | 4,106 | 163 | 0.22% | 0.19% | 10 | +423 | 11.49% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,500 | 61 | 0.0% | — | 11 | +1,500 | New | Q1 2026 | Apr 07, 2026 |
| MATHER GROUP, LLC. | History | New | 314 | 12 | 0.0% | — | 12 | +314 | New | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WFA of San Diego, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -25 | -71.43% | Q1 2026 | May 11, 2026 |
| IMA Advisory Services, Inc. | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 06, 2026 |