SIMPLIFY EXCHANGE TRADED FUN
CUSIP 82889N368
Simplify Exchange Traded Fun has 31 institutional holders in Filings Flow’s 13F database, together reporting 3.01M shares worth $88M as of Q1 2026. The largest reported holders are Gradient Investments LLC, Ae Wealth Management LLC, and Bnp Paribas Financial Markets.
Institutional Holders
31
Q1 2026
Reported Value
$88M
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 |
|---|---|---|---|---|
| Key Capital Management, INC$151M AUM | 2.62% | $4M | 135.5K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 1.80% | $7M | 243.9K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 1.36% | $2M | 70.4K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 1.24% | $3M | 103.5K | Q1 2026OLDER |
| Authentikos Wealth Advisory, LLC$148M AUM | 1.02% | $2M | 51.9K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.87% | $4M | 128.4K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.77% | $1M | 44.2K | Q2 2026 |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.75% | $1M | 40.9K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.71% | $2M | 79.8K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.64% | $4M | 130.0K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.62% | $879,802 | 30.1K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.49% | $35M | 1.19M | Q2 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.29% | $2M | 56.0K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.23% | $2M | 74.8K | Q1 2026OLDER |
| Simplify Asset Management Inc.$6.5B AUM | 0.17% | $9M | 337.4K | Q3 2025OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.12% | $261,740 | 9.0K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.09% | $231,072 | 8.5K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.08% | $15M | 512.0K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.08% | $3M | 111.4K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.06% | $382,368 | 13.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.06% | $4M | 146.1K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $562,928 | 19.3K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $1M | 37.4K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $12M | 426.7K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $74,474 | 2.5K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $228,502 | 7.8K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $5M | 177.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $581,632 | 19.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 77.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $8M | 276.0K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $1,316 | 45 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $9,422 | 315 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.