SIMPLIFY EXCHANGE TRADED FUN
CUSIP 82889N103
Simplify Exchange Traded Fun has 31 institutional holders in Filings Flow’s 13F database, together reporting 1.71M shares worth $68M as of Q1 2026. The largest reported holders are Austin Wealth Management, LLC, Integrated Wealth Concepts LLC, and Entrewealth, LLC.
Institutional Holders
31
Q1 2026
Reported Value
$68M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Austin Wealth Management, LLC$440M AUM | 6.04% | $27M | 667.3K | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 4.20% | $9M | 237.5K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 2.96% | $4M | 102.7K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.27% | $606,594 | 13.3K | Q2 2026 |
| LifeWealth Investments, LLC$374M AUM | 0.24% | $759,049 | 17.9K | Q4 2025OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.18% | $1M | 32.8K | Q2 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.17% | $419,827 | 10.6K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.14% | $444,797 | 11.3K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.13% | $508,533 | 12.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.09% | $12M | 293.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.04% | $7M | 182.4K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.03% | $540,111 | 12.7K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.02% | $64,324 | 1.6K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.02% | $64,324 | 1.6K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $19,933 | 505 | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.01% | $17,889 | 453 | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $445,324 | 11.3K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.00% | $258,148 | 6.5K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $220,820 | 5.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 68.5K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $3,185 | 74 | Q3 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $100,970 | 2.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $416,073 | 10.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $145,099 | 3.7K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.00% | $947 | 22 | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $211,526 | 4.9K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $447,140 | 11.3K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $301 | 7 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $457,201 | 10.7K | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $1,674 | 42 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $291,558 | 6.8K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,382 | 35 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $5,289 | 134 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $19,262 | 488 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $123,627 | 3.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $9,000 | 200 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $670 | 17 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $6,471 | 151 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.