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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | History | Reduced | 72,011 | 3,000 | 1.44% | 1.79% | 1 | -25,825 | -26.4% | Q4 2025 | Feb 03, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 67,064 | 2,793 | 1.85% | 2.1% | 2 | -11,644 | -14.79% | Q4 2025 | Feb 06, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 37,379 | 1,557 | 0.35% | 0.38% | 3 | -3,106 | -7.67% | Q4 2025 | Jan 16, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 21,762 | 906 | 0.55% | — | 4 | +21,762 | New | Q4 2025 | Jan 26, 2026 |
| Cambridge Advisors Inc. | History | Added to | 11,640 | 484 | 0.09% | 0.07% | 5 | +2,216 | 23.51% | Q4 2025 | Jan 21, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 10,386 | 432 | 0.01% | — | 6 | +10,386 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 6,280 | 261 | 0.0% | — | 7 | +6,280 | New | Q4 2025 | Feb 12, 2026 |
| Luminist Capital LLC | History | Added to | 3,683 | 153 | 0.19% | 0.12% | 8 | +259 | 7.56% | Q4 2025 | Feb 13, 2026 |
| WFA of San Diego, LLC | History | New | 35 | 1 | 0.0% | — | 9 | +35 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 29 | 1 | 0.0% | — | 10 | +29 | New | Q4 2025 | Feb 17, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.09% | — | -12,290 | -100.0% | Q3 2025 | Oct 17, 2025 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -6,856 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,862 | -100.0% | Q3 2025 | Nov 12, 2025 |