Who owns SDMF?
Simplify DBi CTA Managed Futures Index ETF · Simplify
7 institutions reported holding SDMF, worth $14.0M, in Form 13F filings for June 30, 2026.
Top 7 institutional holders of SDMF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Tidal Investments LLC | Milwaukee, WI | $7.1M | 277,854 | +235,508 shares |
| Encompass More Asset Management | Danville, CA | $2.8M | 109,805 | +36,884 shares |
| Quantinno Capital Management LP | New York, NY | $2.3M | 89,392 | New position |
| CreativeOne Wealth, LLC | Overland Park, KS | $1.2M | 45,101 | New position |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $573K | 22,330 | New position |
| Deane Retirement Strategies, Inc. | New Orleans, LA | $5K | 176 | New position |
| UBS Group AG | Zurich, Switzerland | $410 | 16 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: SDMF vs CCEF, SDMF vs PFOE, SDMF vs CVRT, SDMF vs SPDF.
Frequently asked questions
Who owns SDMF?
7 institutional managers reported holding SDMF in Form 13F filings for June 30, 2026, worth $14.0M in total. The largest reported position was held by Tidal Investments LLC, at $7.1M.
Did institutions buy or sell SDMF last quarter?
Reported 13F value rose 286.5% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SDMF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.