Who owns SIMS?
State Street SPDR S&P Kensho Intelligent Structures ETF · State Street
14 institutions reported holding SIMS, worth $2.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SIMS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| CARY Street Partners Financial LLC | Richmond, VA | $466K | 9,888 | −42 shares |
| Comprehensive Money Management Services LLC | Coral Gables, FL | $445K | 9,451 | −183 shares |
| Citadel Advisors LLC | Miami, FL | $423K | 8,979 | +200 shares |
| SFI Advisors, LLC | Montclair, NJ | $265K | 5,623 | −1,128 shares |
| HighTower Advisors, LLC | Chicago, IL | $232K | 4,924 | No change |
| Farther Finance Advisors, LLC | San Francisco, CA | $46K | 976 | +470 shares |
| Geneos Wealth Management Inc. | Englewood, CO | $28K | 600 | No change |
| UBS Group AG | Zurich, Switzerland | $24K | 510 | New position |
| SHP Wealth Management | Plymouth, MA | $17K | 352 | No change |
| Osaic Holdings, Inc. | Scottsdale, AZ | $15K | 313 | No change |
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.
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Frequently asked questions
Who owns SIMS?
14 institutional managers reported holding SIMS in Form 13F filings for June 30, 2026, worth $2.0M in total. The largest reported position was held by CARY Street Partners Financial LLC, at $466K.
Did institutions buy or sell SIMS last quarter?
Reported 13F value rose 9.8% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 3 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 SIMS 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.