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Simplify Exchange Traded FUN

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Quarters

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Simplify Asset Management Inc.
DECREASED
Shares32,131 from 33,592
Change-1,461 (-4%)
Value$794.9K (-$118.4K)
Filed 2025-05-13
Envestnet Asset Management Inc
NEW
Shares25,197
Change+25,197
Value$623.4K
Filed 2025-04-29
Jane Street Group, LLC
INCREASED
Shares23,807 from 21,896
Change+1,911 (+9%)
Value$589.0K (-$6.3K)
Filed 2025-05-19
Worth Asset Management, LLC
INCREASED
Shares17,545 from 15,658
Change+1,887 (+12%)
Value$434.1K (+$8.4K)
Filed 2025-04-09
Osaic Holdings, Inc.
NEW
Shares1,060
Change+1,060
Value$26.2K
Filed 2025-05-12
UBS Group AG
INCREASED
Shares586 from 533
Change+53 (+10%)
Value$14.5K (+$7)
Filed 2025-05-13
Tctc Holdings, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$173 (-$17)
Filed 2025-05-07
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-05-14
Status
Simplify Asset Management Inc.
DECREASED32,13133,592-1,461-4%$913.3K$794.9K-$118.4K2025-05-13
Envestnet Asset Management Inc
NEW25,197—+25,197——$623.4K—2025-04-29
Jane Street Group, LLC
INCREASED23,80721,896+1,911+9%$595.3K$589.0K-$6.3K2025-05-19
Worth Asset Management, LLC
INCREASED17,54515,658+1,887+12%$425.7K$434.1K+$8.4K2025-04-09
Osaic Holdings, Inc.
NEW1,060—+1,060——$26.2K—2025-05-12
UBS Group AG
INCREASED586533+53+10%$14.5K$14.5K+$72025-05-13
Tctc Holdings, LLC
UNCHANGED7700%$190$173-$172025-05-07
Proequities, Inc.
UNCHANGED000—$0$0$02025-05-14
Showing 8 of 8 institutions