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SS Spdr S&P Kensho IS ETF (SIMS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
SFI Advisors, LLC
UNCHANGED
Shares5,623 from 5,623
Change0 (0%)
Value$236.4K (-$28.3K)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares508 from 976
Change-468 (-48%)
Value$21.3K (-$24.6K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares216
Change+216
Value$9.1K
Filed 2026-11-03
Creative Financial Designs Inc
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$4.1K (-$489)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$2.7K (-$327)
Filed 2026-10-14
Valley National Advisers Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$421 (-$50)
Filed 2026-10-23
Cary Street Partners Financial LLC
N/A
Shares— from 9,888
Change-9,888 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 9,451
Change-9,451 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,979
Change-8,979 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 596
Change-596 (-100%)
Value—
UBS Group AG
N/A
Shares— from 510
Change-510 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 352
Change-352 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 313
Change-313 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 89
Change-89 (-100%)
Value—
Status
SFI Advisors, LLC
UNCHANGED5,6235,62300%$264.7K$236.4K-$28.3K2026-10-30
Farther Finance Advisors, LLC
DECREASED508976-468-48%$46.0K$21.3K-$24.6K2026-10-08
Ascentis Independent Advisors
NEW216—+216——$9.1K—2026-11-03
Creative Financial Designs Inc
UNCHANGED979700%$4.6K$4.1K-$4892026-11-04
Triumph Capital Management
UNCHANGED656500%$3.1K$2.7K-$3272026-10-14
Valley National Advisers Inc
UNCHANGED101000%$471$421-$502026-10-23
Cary Street Partners Financial LLC
N/A—9,888-9,888-100%$465.5K———
Comprehensive Money Management Services LLC
N/A—9,451-9,451-100%$445.0K———
Citadel Advisors LLC
N/A—8,979-8,979-100%$422.7K———
HighTower Advisors, LLC
N/A—4,924-4,924-100%$231.8K———
Geneos Wealth Management Inc.
N/A—600-600-100%$28.2K———
BFC Planning, Inc.
N/A—596-596-100%$28.1K———
UBS Group AG
N/A—510-510-100%$24.0K———
SHP Wealth Management
N/A—352-352-100%$16.6K———
Osaic Holdings, Inc.
N/A—313-313-100%$14.7K———
Morgan Stanley
N/A—89-89-100%$4.2K———
Showing 16 of 16 institutions