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Simplify DBI CTA M/F Indx (SDMF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
NEW
Shares145,408
Change+145,408
Value$3.9M
Filed 2026-11-02
Encompass More Asset Management
INCREASED
Shares134,550 from 109,805
Change+24,745 (+23%)
Value$3.6M (+$801.1K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 22,330
Change-22,330 (-100%)
Value$0 (-$573.4K)
Filed 2026-10-13
Deane Retirement Strategies, Inc.
CLOSED
Shares0 from 176
Change-176 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-09
Tidal Investments LLC
N/A
Shares— from 277,854
Change-277,854 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 89,392
Change-89,392 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 45,101
Change-45,101 (-100%)
Value—
UBS Group AG
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
Kestra Advisory Services, LLC
NEW145,408—+145,408——$3.9M—2026-11-02
Encompass More Asset Management
INCREASED134,550109,805+24,745+23%$2.8M$3.6M+$801.1K2026-10-16
Wealth Enhancement Advisory Services, LLC
CLOSED022,330-22,330-100%$573.4K$0-$573.4K2026-10-13
Deane Retirement Strategies, Inc.
CLOSED0176-176-100%$4.5K$0-$4.5K2026-10-09
Tidal Investments LLC
N/A—277,854-277,854-100%$7.1M———
Quantinno Capital Management LP
N/A—89,392-89,392-100%$2.3M———
CreativeOne Wealth, LLC
N/A—45,101-45,101-100%$1.2M———
UBS Group AG
N/A—16-16-100%$410———
Showing 8 of 8 institutions