SIMPLIFY EXCHANGE TRADED FUN SDMF
DBI CTA MANAGED · ETP · CUSIP 82889N210
7
institutional holders
+4 vs Q1 2026
544.7k
shares reported held*
$14.0mreported value*
5 new
2 added
0 reduced
1 sold out
net bought ≈ $10.3m (+401.9k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.63.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2026 | 3 |
| Q2 2026 | 7 |
Biggest buyers
| Tidal Investments LLC | Added | +235.5k |
| Quantinno Capital Management LP | New | +89.4k |
| CreativeOne Wealth, LLC | New | +45.1k |
| Encompass More Asset Management | Added | +36.9k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New | +22.3k |
| Deane Retirement Strategies, Inc. | New | +176 |
| UBS Group AG | New | +16 |
Biggest sellers
| Arrowroot Family Office, LLC | Sold out | -27.5k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Tidal Investments LLC 0.02% of their portfolio | 277.9k $7.1m | Added +235.5k |
| Encompass More Asset Management 0.41% of their portfolio | 109.8k $2.8m | Added +36.9k |
| Quantinno Capital Management LP 0.00% of their portfolio | 89.4k $2.3m | New |
| CreativeOne Wealth, LLC 0.02% of their portfolio | 45.1k $1.2m | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 22.3k $573.4k | New |
| Deane Retirement Strategies, Inc. 0.00% of their portfolio | 176 $4.5k | New |
| UBS Group AG 0.00% of their portfolio | 16 $410 | New |