Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Simplify Exchange Traded Funds - Simplify Piper Sandler US Small-Cap PLUS Income ETF include Simplify Asset Management Inc., SVOL - Simplify Volatility Premium ETF, Old Mission Capital Llc, Principal Securities, Inc., and Proequities, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Simplify Asset Management Inc. | 91,464 | 2,531 | ||||||
| 2025-08-26 | NP | SVOL - Simplify Volatility Premium ETF | 91,464 | 2,531 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 25,352 | 701 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 500 | 14 |
