SIMPLIFY EXCHANGE TRADED FUN
CUSIP 82889N228
Simplify Exchange Traded Fun has 3 institutional holders in Filings Flow’s 13F database, together reporting 4.03M shares worth $107M as of Q1 2026. The largest reported holders are Cwm, LLC, Mather Group, LLC., and Tactive Advisors, LLC.
Institutional Holders
13
Q1 2026
Reported Value
$107M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Tactive Advisors, LLC$406M AUM | 0.71% | $3M | 109.4K | Q2 2026 |
| Professional Financial Advisors, LLC$578M AUM | 0.40% | $2M | 87.9K | Q2 2026 |
| Magnolia Private Wealth, LLC$150M AUM | 0.28% | $417,890 | 15.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.24% | $90M | 3.37M | Q1 2026OLDER |
| Triton Wealth Management, PLLC$270M AUM | 0.18% | $491,636 | 18.5K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.08% | $8M | 307.8K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.06% | $572,340 | 21.4K | Q1 2026OLDER |
| Simplify Asset Management Inc.$6.5B AUM | 0.04% | $3M | 100.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 74.0K | Q1 2026OLDER |
| Deane Retirement Strategies, Inc.$236M AUM | 0.00% | $3,935 | 149 | Q2 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $25,604 | 956 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $4,151 | 155 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3,838 | 145 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.