DOSSIER · 13F Holders · Q1 2026

SIM ACQUISITION CORP. I

17 institutions still hold SIM ACQUISITION CORP. I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP G8431T101·17 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$62M
visible holders
Holders
17
filers reporting
Concentration
29.63%
Karpus Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

17 institutions reported SIM ACQUISITION CORP. I in Q1 2026. Karpus Management, Inc. leads at 29.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Karpus Management, Inc.
CIK 0001048703
$18M1.7M0.58%Q1 2026
02
AQR Arbitrage LLC
CIK 0001167456
$15M1.5M0.32%Q4 2025
03
D. E. Shaw & Co., Inc.
CIK 0001009207
$10M987K0.01%Q4 2025
04
Schechter Investment Advisors, LLC
CIK 0001951586
$4M402K0.34%Q1 2025
05
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$4M358K0.19%Q1 2026
06
GLAZER CAPITAL, LLC
CIK 0001076809
$2M225K0.05%Q1 2026
07
Bulldog Investors, LLP
CIK 0001504304
$2M200K0.48%Q1 2026
08
MIZUHO SECURITIES USA LLC
CIK 0001513006
$1M120K0.03%Q1 2025
09
METEORA CAPITAL, LLC
CIK 0001905106
$1M106K0.10%Q2 2026
10
SONA ASSET MANAGEMENT (US) LLC
CIK 0001856405
$1M100K0.02%Q1 2026
11
MIZUHO SECURITIES USA LLC
CIK 0000812291
$888K83K0.01%Q2 2026
12
DLD Asset Management, LP
CIK 0001578299
$653K60K0.04%Q2 2026
13
Kepos Capital LP
CIK 0001512020
$322K30K0.53%Q1 2026
14
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$168K15K0.00%Q2 2026
15
Clear Street Group Inc.
CIK 0001881567
$73K7K0.00%Q2 2026
16
MORGAN STANLEY
CIK 0000895421
$544500.00%Q2 2026
17
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025