SIMPLIFY GOLD STRATEGY ETF (YGLD) Institutional Ownership Changes & 13F Activity

SIMPLIFY GOLD STRATEGY ETF (YGLD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Old Mission Capital Llc, Holcombe Financial, Inc., Legacy Wealth Managment, Llc/Id, Jane Street Group, Llc, and Quantinno Capital Management Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Old Mission Capital LlcBuy+25,444+245.0%35,830$1.43MQ1 2026May 15, 2026
Quantinno Capital Management LpBuy+6,698—6,698$267.45KQ1 2026May 15, 2026
Jane Street Group, LlcBuy+9,758+155.4%16,038$640.40KQ1 2026May 12, 2026
Reyes Financial Architecture, Inc.Sell-4,255-19.6%17,507$699.05KQ1 2026May 12, 2026
Wfa Of San Diego, LlcSell-25-71.4%10$399.00Q1 2026May 11, 2026
Legacy Wealth Managment, Llc/IdSell-18,691-26.0%53,320$2.13MQ1 2026May 07, 2026
Authentikos Wealth Advisory, LlcBuy+1,572+2.3%68,636$2.74MQ1 2026May 07, 2026
Ima Advisory Services, Inc.Buy+20—20$798.00Q1 2026May 06, 2026
Luminist Capital LlcBuy+423+11.5%4,106$163.94KQ1 2026Apr 24, 2026
Holcombe Financial, Inc.Buy+21,180—21,180$845.72KQ1 2026Apr 20, 2026
Park Edge Advisors, LlcSell-522-1.4%36,857$1.47MQ1 2026Apr 20, 2026
Cambridge Advisors Inc.Buy+3,515+30.2%15,155$605.14KQ1 2026Apr 16, 2026
Mather Group, Llc.Buy+314—314$12.54KQ1 2026Apr 13, 2026
Farther Finance Advisors, LlcBuy+1,500—1,500$61.70KQ1 2026Apr 07, 2026
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Frequently asked questions about YGLD activity

  • Which institutional owners are buying YGLD?

    Institutional owners buying YGLD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in YGLD activity?

    "Buy" means an investor increased their reported position in YGLD compared to the prior reporting period. This reflects growing exposure to SIMPLIFY GOLD STRATEGY ETF (YGLD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in YGLD increasing?

    Institutional interest in YGLD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.