Home › Stocks › IOPP

IOPP — SIMPLIFY EXCHANGE TRADED FUN

Reported value held$903.34K
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)2
Institutional value$649.94K · 25.08K sh
New / Add / Cut / Exit1 / 1 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +23.7% (+4.81K sh)
Institutional value change Up +35.6%

As of Q2 2026, 2 SEC-registered investment managers reported holding IOPP (SIMPLIFY EXCHANGE TRADED FUN) in their latest 13F filings, with a combined reported value of $649.94K across 25.08K shares. That is +23.7% by share count (+4.81K shares) versus the previous quarter, while reported value moved +35.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 22.99K $595.76K 0.00% Add
Morgan Stanley history 2.09K $54.18K 0.00% New

Q1 2026 — 1 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 20.27K $479.22K 0.00% New

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 97 $2.64K 0.00% New

Q2 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 286 $7.85K 0.00% Reduce

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 18.86K $469.44K 0.00% Reduce
UBS Group AG history 660 $16.43K 0.00% Add

Q4 2024 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 79.22K $2.12M 0.00% Add
UBS Group AG history 386 $10.35K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
Citadel Advisors 22.99K 20.27K — — 18.86K 79.22K 22.70K 25.74K —
Morgan Stanley 2.09K — — — — — — — —
UBS Group AG — — 97 286 660 386 — — 81
Goldman Sachs Group — — — — — — 8.00K — —

Download holders (CSV)