SIMPLIFY EXCHANGE TRADED FUN
CUSIP 82889N301
Simplify Exchange Traded Fun has 18 institutional holders in Filings Flow’s 13F database, together reporting 2.07M shares worth $91M as of Q1 2026. The largest reported holders are Simplify Asset Management Inc., Commonwealth Equity Services, LLC, and Hilltop Holdings Inc..
Institutional Holders
18
Q1 2026
Reported Value
$91M
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 |
|---|---|---|---|---|
| Simplify Asset Management Inc.$6.5B AUM | 1.11% | $72M | 1.63M | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.26% | $5M | 97.2K | Q3 2025OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.16% | $397,098 | 9.0K | Q1 2026OLDER |
| LifeWealth Investments, LLC$374M AUM | 0.15% | $459,977 | 10.1K | Q4 2025OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.13% | $514,066 | 11.6K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.13% | $422,824 | 9.6K | Q1 2026OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.02% | $219,431 | 5.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.02% | $4M | 94.1K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.02% | $78,208 | 1.8K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.02% | $78,208 | 1.8K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 25.0K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $18,335 | 415 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $11M | 247.1K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.01% | $16,098 | 364 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $250,460 | 5.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $25,100 | 500 | Q3 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $885 | 18 | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $86,436 | 1.9K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $749,337 | 17.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $19,303 | 437 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $82,349 | 1.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6,476 | 129 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2,143 | 46 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $70 | 1 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.