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Portfolio (Quarterly) Guide ↗

SIMPLEX TRADING, LLC

· CIK 0001488542
13F Portfolio $149.1B AUM 10,161 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2204 New 2617 Added 3899 Reduced 1620 Exited
Page 309 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
6161 MSFL GRANITESHARES ETF TR 2,473.0 $38K +2K +2530.8% $15.24 +4.8%
6162 MSTZ ETF OPPORTUNITIES TRUST 3,011.0 $38K NEW $12.48 -12.4%
6163 IDN INTELLICHECK MOBILISA INC Technology 5,359.0 $37K NEW $6.99 -46.8%
6164 PUT NANO X IMAGING LTD 16,500.0 $37K -33K -66.9% $2.27
6165 EVER EVERQUOTE INC Communication Services 2,428.0 $37K -2K -39.2% $15.42 +61.4%
6166 PUT PALVELLA THERAPEUTICS INC NE 300.0 $37K NEW $124.65
6167 PUT BOSTON OMAHA CORP 3,200.0 $37K -6K -66.0% $11.68
6168 GSOL GRAYSCALE SOLANA STAKING ETF Financial Services 6,091.0 $37K +6K +10000.0% $6.13 -4.4%
6169 CDW CDW CORP Technology 308.0 $37K NEW $121.02 +7.3%
6170 PUT UPWORK INC 3,400.0 $37K -45K -93.0% $10.96
6171 CALL LG DISPLAY CO LTD 9,600.0 $37K -5K -32.4% $3.88
6172 PUT FIDELITY COVINGTON TRUST 1,200.0 $37K +200.0 +20.0% $31.03
6173 TIDAL TRUST II 2,839.0 $37K NEW $13.05
6174 CALL TAKEDA PHARMACEUTICAL CO LTD 2,000.0 $37K NEW $18.52
6175 ASUR ASURE SOFTWARE INC Technology 4,301.0 $37K -4K -50.1% $8.60 -11.6%
6176 MVLL GRANITESHARES ETF TR 1,427.0 $37K -3K -69.3% $25.91 +3.4%
6177 PUT MIRUM PHARMACEUTICALS INC 400.0 $37K NEW $92.38
6178 CALL ADVANCED FLOWER CAP INC 13,100.0 $37K -400.0 -3.0% $2.82
6179 YBTC ROUNDHILL ETF TRUST 1,753.0 $37K -1K -46.0% $21.06 -14.0%
6180 CALL SANGAMO THERAPEUTICS INC 149,400.0 $37K -283K -65.5% $0.25
Page 309 of 447  ·  8,927 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.1%
Financial Services 16.1%
Communication Services 11.7%
Consumer Cyclical 11.2%
Healthcare 10.2%
Energy 4.4%
Industrials 4.3%
Basic Materials 4.1%
Consumer Defensive 2.3%
Real Estate 1.3%