SPDR S&P KENSHO INTELLIGENT (SIMS) Top Institutional Shareholders
SPDR S&P KENSHO INTELLIGENT (SIMS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.80M in SIMS holdings during the latest filing period.
Cary Street Partners Financial Llc is currently the largest disclosed institutional shareholder of SIMS tracked by InsiderSet, reporting ownership valued at approximately $417,773 in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $453,333.297, representing an estimated gain of +8.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed SIMS value among the investors covered in this analysis. Major shareholders include Cary Street Partners Financial Llc, Comprehensive Money Management Services Llc, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in SPDR S&P KENSHO INTELLIGENT (SIMS).
This page ranks the largest institutional SIMS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
15
Total Reported Value
$1.80M
Largest Holder
Cary Street Partners Financial Llc
Largest Position
$417,773
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
17
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cary Street Partners Financial Llc | 0.01% | 9,930 | $417,773 | $453,333 | +$35,560 | +8.51% | |
| Comprehensive Money Management Services Llc | 0.27% | 9,634 | $405,320 | $439,820 | +$34,500 | +8.51% | |
| Citadel Advisors Llc | 0.00% | 8,779 | $369,348 | $400,787 | +$31,439 | +8.51% | |
| Sfi Advisors, Llc | 0.30% | 6,751 | $284,027 | $308,203 | +$24,176 | +8.51% | |
| Hightower Advisors, Llc | 0.00% | 4,924 | $207,162 | $224,795 | +$17,633 | +8.51% | |
| Geneos Wealth Management Inc. | 0.00% | 600 | $25,242 | $27,392 | +$2,150 | +8.52% | |
| Farther Finance Advisors, Llc | 0.00% | 506 | $21,438 | $23,100 | +$1,662 | +7.75% | |
| Shp Wealth Management | 0.00% | 352 | $14,810 | $16,070 | +$1,260 | +8.51% | |
| Advisory Services Network, Llc | 0.00% | 330 | $13,884 | $15,065 | +$1,181 | +8.51% | |
| Osaic Holdings, Inc. | 0.00% | 313 | $13,167 | $14,289 | +$1,122 | +8.52% | |
| Ascentis Independent Advisors | 0.00% | 217 | $9,148 | $9,907 | +$759 | +8.29% | |
| Steigerwald, Gordon & Koch Inc. | 0.00% | 100 | $4,207 | $4,565 | +$358 | +8.52% | |
| Creative Financial Designs Inc | 0.00% | 97 | $4,081 | $4,428 | +$347 | +8.51% | |
| Morgan Stanley | 0.00% | 88 | $3,702 | $4,017 | +$315 | +8.52% | |
| Triumph Capital Management | 0.00% | 65 | $2,735 | $2,967 | +$232 | +8.50% |
Frequently asked questions about SIMS
Who owns the most SIMS stock?
The largest holders of SIMS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P KENSHO INTELLIGENT (SIMS).
Is SIMS widely held by superinvestors?
Many widely followed stocks like SIMS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SIMS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.