Simplify PPR Sndlr US SM CapLITLETF

13F holders, Q1 2026 (March 31)
4holders −1
0new positions
1sold out
$28.56avg. 13F price*

At the end of Q1 2026, 4 institutions reported holding Simplify PPR Sndlr US SM Cap (LITL) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Simplify Asset Management Inc. ($2.6M), Principal Securities, Inc. ($1.5M) and Envestnet Asset Management Inc. ($1.5M).

Company
Simplify PPR Sndlr US SM Cap
CUSIP
82889N327
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q2 2025: 3Q2 2025Q3 2025: 4Q3 2025Q4 2025: 5Q4 2025Q1 2026: 4Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions0$0
Exits1$1K

All 13F filers, Q4 2025 → Q1 2026: 7,426 shares bought and 50 shares sold, net +7,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Simplify Asset Management Inc. 0.04% No change 91,464 $2.6M
Principal Securities, Inc. 0.02% Add +1.7% 53,320 $1.5M
Envestnet Asset Management Inc. 0.00% Add +1.4% 52,650 $1.5M
Old Mission Capital LLC 0.01% Add +46.3% 18,271 $522K

"% of holder's portfolio" is LITL's weight in each manager's 13F, not the share of Simplify PPR Sndlr US SM Cap the manager owns.