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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Old Mission Capital Llc | Buy | +25,444 | +245.0% | 35,830 | $1.43M | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management Lp | Buy | +6,698 | — | 6,698 | $267.45K | Q1 2026 | May 15, 2026 |
| Jane Street Group, Llc | Buy | +9,758 | +155.4% | 16,038 | $640.40K | Q1 2026 | May 12, 2026 |
| Reyes Financial Architecture, Inc. | Sell | -4,255 | -19.6% | 17,507 | $699.05K | Q1 2026 | May 12, 2026 |
| Wfa Of San Diego, Llc | Sell | -25 | -71.4% | 10 | $399.00 | Q1 2026 | May 11, 2026 |
| Legacy Wealth Managment, Llc/Id | Sell | -18,691 | -26.0% | 53,320 | $2.13M | Q1 2026 | May 07, 2026 |
| Authentikos Wealth Advisory, Llc | Buy | +1,572 | +2.3% | 68,636 | $2.74M | Q1 2026 | May 07, 2026 |
| Ima Advisory Services, Inc. | Buy | +20 | — | 20 | $798.00 | Q1 2026 | May 06, 2026 |
| Luminist Capital Llc | Buy | +423 | +11.5% | 4,106 | $163.94K | Q1 2026 | Apr 24, 2026 |
| Holcombe Financial, Inc. | Buy | +21,180 | — | 21,180 | $845.72K | Q1 2026 | Apr 20, 2026 |
| Park Edge Advisors, Llc | Sell | -522 | -1.4% | 36,857 | $1.47M | Q1 2026 | Apr 20, 2026 |
| Cambridge Advisors Inc. | Buy | +3,515 | +30.2% | 15,155 | $605.14K | Q1 2026 | Apr 16, 2026 |
| Mather Group, Llc. | Buy | +314 | — | 314 | $12.54K | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, Llc | Buy | +1,500 | — | 1,500 | $61.70K | Q1 2026 | Apr 07, 2026 |
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.