Markets Screener Institutions Status About FAQ Insights API

Loading institutional data...

Request data / API access →

Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

QW Research © 2026

YGLD — Fundamentals, Valuation & Ownership | QW Research

Back to Markets

Simplify Gold Strategy PLUS Income ETF (YGLD)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

Loading snapshot...

Loading financials...

Loading valuation...

Loading quality & risk...

Loading dividends & returns...

Loading capital allocation...

Loading debt & leverage...

Loading performance...

Loading peer comparison...

Loading ownership map...

Loading crowding analysis...

Loading conviction analysis...

Institutional Ownership

—

of shares outstanding · 14 funds hold it

Ownership Change

—

vs last quarter

Crowding

73ᵗʰ pctl

more crowded than 73% of tracked stocks

Institutional Value

$11.1M

total position value across all 13F filers

Loading buy/sell flow...

Loading ownership trends...

Loading top holders...

Institutional Holders

Loading top holders...

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals to build a valuation model.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Loading ownership map...

Loading crowding analysis...

Institutional Trends (6 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.28%Avg weight: 0.47%Max: 1.85%High conviction (>1%): 2

Authentikos Wealth Advisory,

Legacy Wealth Managment, LLC/ID

Park Edge Advisors,

OLD MISSION CAPITAL

Holcombe Financial,

Reyes Financial Architecture,

JANE STREET GROUP,

Cambridge Advisors

Quantinno Capital Management

Luminist Capital

Crowding AnalysisModerate

Holders14of 5,944

Avg: 68

Uncrowded73th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

46th percentile

10 buying5 selling

+5

New

-1

Closed

+47K

Net shares

Ownership Concentration

Top 5: 77.9%Top 10: 99.3%

Authentikos Wealth Advisory,24.8%

Legacy Wealth Managment, LLC/ID19.2%

Park Edge Advisors,13.3%

OLD MISSION CAPITAL12.9%

Holcombe Financial,7.6%

Others (9)22.1%

Crowding AnalysisModerate

Holders14of 5,944

Avg: 68

Uncrowded73th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

46th percentile

10 buying5 selling

+5

New

-1

Closed

+47K

Net shares

Ownership Concentration

Top 5: 77.9%Top 10: 99.3%

Authentikos Wealth Advisory,24.8%

Legacy Wealth Managment, LLC/ID19.2%

Park Edge Advisors,13.3%

OLD MISSION CAPITAL12.9%

Holcombe Financial,7.6%

Others (9)22.1%

Ownership Map

Top 14 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 14 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)