Vault-13

SIMPLIFY EXCHANGE TRADED FUN LITL

PIPER SANDLER US · ETP · CUSIP 82889N327

4 institutional holders +0 vs Q1 2026
203,964204.0k shares reported held*
$7.0mreported value*
0 new 1 added 2 reduced 0 sold out net sold ≈ $404.3k (-11.7k 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 ≈ $34.43.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q2 25: 4Q3 25: 4Q4 25: 5Q1 26: 4Q2 26: 44Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 20254
Q3 20254
Q4 20255
Q1 20264
Q2 20264

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q3 25: 2 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 1 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 1 cut or sold outQ1 26Q2 26: 1 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202521
Q4 202513
Q1 202631
Q2 202612

Biggest buyers

OLD MISSION CAPITAL LLC Added +29,048+29.0k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -20,627-20.6k
PRINCIPAL SECURITIES, INC. Reduced -20,162-20.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Simplify Asset Management Inc. 0.04% of their portfolio Las Vegas, NV 91,46491.5k $3.1m $3.1m 0.04% Unchanged
2 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 47,31947.3k $1.6m $1.6m 0.04% Added +29.0k +29,048
3 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 33,15833.2k $1.1m $1.1m 0.01% Reduced -20.2k -20,162
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 32,02332.0k $1.1m $1.1m 0.00% Reduced -20.6k -20,627