Stock ownership · SEC 13F · Q4 2024

SIMPLIFY EXCHANGE TRADED FUN

Who owns SIMPLIFY EXCHANGE TRADED FUN (CUSIP 82889N798)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$515K
Reported value
4
Institutions
100%
Top-5 share

The verdict

As of Q4 2024, 4 institutions report $515K in SIMPLIFY EXCHANGE TRADED FUN positions, ownership that is dominated by its top few institutional owners.

4
institutions hold it
$515K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2024; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 82889N798 · Q4 2024 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-SHORT

  • VALUE-TRACE $0.5M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 4 new
  • BOOK-SHORT 1Q history

Read with: Ownership concentration guide - SIMPLIFY EXCHANGE TRADED FUN's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of SIMPLIFY EXCHANGE TRADED FUN
  1. 1
    XY Planning Network, Inc. $256K
  2. 2
    LifeWealth Investments, LLC $214K
  3. 3
    Capital A Wealth Management, LLC $35K
  4. 4
    Park Square Financial Group, LLC $11K

Top 4 reported holders by value · Q4 2024

Top Institutional Holders

# Institution Shares Value Share of reported
1 XY Planning Network, Inc. 20,823 $256K 49.6%
2 LifeWealth Investments, LLC 17,413 $214K 41.5%
3 Capital A Wealth Management, LLC 2,842 $35K 6.8%
4 Park Square Financial Group, LLC 892 $11K 2.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SIMPLIFY EXCHANGE TRADED FUN's reported holders for Q4 2024, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2024

New positions (4)

XY Planning Network, Inc. $256K
LifeWealth Investments, LLC $214K
Capital A Wealth Management, LLC $35K
Park Square Financial Group, LLC $11K

Frequently Asked Questions

How many institutions hold SIMPLIFY EXCHANGE TRADED FUN?▼
SIMPLIFY EXCHANGE TRADED FUN is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2024.
What is the total institutional value of SIMPLIFY EXCHANGE TRADED FUN?▼
Institutions report $515K of SIMPLIFY EXCHANGE TRADED FUN as of Q4 2024.
How concentrated is ownership of SIMPLIFY EXCHANGE TRADED FUN?▼
The top five institutional holders account for 100% of the reported institutional value in SIMPLIFY EXCHANGE TRADED FUN, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of SIMPLIFY EXCHANGE TRADED FUN?▼
XY Planning Network, Inc. is the largest reported holder of SIMPLIFY EXCHANGE TRADED FUN with $256K across 20,823 shares as of Q4 2024.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.