SIMPLIFY EXCHANGE TRADED FUN
CUSIP 82889N640
Simplify Exchange Traded Fun has 88 institutional holders in Filings Flow’s 13F database, together reporting 9.64M shares worth $218M as of Q1 2026. The largest reported holders are Simplify Asset Management Inc., Ae Wealth Management LLC, and Lpl Financial LLC.
Institutional Holders
88
Q1 2026
Reported Value
$218M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| VanWeelden Wealth Management, LLC$125M AUM | 5.70% | $7M | 304.0K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 4.63% | $7M | 311.3K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 3.52% | $5M | 226.8K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 2.61% | $10M | 441.4K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 2.31% | $6M | 256.1K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 1.86% | $3M | 120.0K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 1.69% | $2M | 88.0K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 1.67% | $4M | 173.2K | Q1 2026OLDER |
| Authentikos Wealth Advisory, LLC$148M AUM | 1.41% | $2M | 88.6K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 1.15% | $2M | 67.2K | Q1 2026OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 1.01% | $2M | 68.5K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.98% | $2M | 79.7K | Q2 2026 |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.97% | $3M | 135.3K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.84% | $1M | 50.5K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 0.78% | $1M | 54.1K | Q3 2025OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.76% | $3M | 140.0K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 0.69% | $780,954 | 33.2K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 0.62% | $900,496 | 38.3K | Q1 2026OLDER |
| Simplify Asset Management Inc.$6.5B AUM | 0.61% | $40M | 1.70M | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.59% | $2M | 86.4K | Q1 2026OLDER |
| Caerus Investment Advisors, LLC$240M AUM | 0.47% | $1M | 47.9K | Q2 2026 |
| Encompass More Asset Management$597M AUM | 0.46% | $3M | 117.4K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.45% | $1M | 53.0K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.42% | $2M | 100.5K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.29% | $2M | 100.4K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.29% | $579,776 | 24.7K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.23% | $1M | 51.1K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.21% | $271,752 | 11.6K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.20% | $1M | 58.3K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.19% | $1M | 53.9K | Q4 2025OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.19% | $564,351 | 23.8K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.19% | $479,508 | 20.2K | Q4 2025OLDER |
| Mosley Wealth Management$221M AUM | 0.18% | $391,616 | 16.4K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.17% | $3M | 118.0K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.17% | $365,647 | 15.6K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.16% | $572,558 | 24.4K | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 0.15% | $555,682 | 23.6K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 0.15% | $348,210 | 14.6K | Q3 2025OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.15% | $1M | 50.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.14% | $10M | 411.5K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.13% | $24M | 1.01M | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.12% | $336,064 | 14.1K | Q3 2025OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.10% | $1M | 43.8K | Q2 2026 |
| NFSG Corp$608M AUM | 0.09% | $549,030 | 23.4K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.07% | $399,844 | 17.0K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 0.07% | $231,924 | 9.9K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.07% | $285,168 | 12.1K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.05% | $848,916 | 36.1K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.05% | $1M | 42.8K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.05% | $2M | 72.6K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.05% | $1M | 53.9K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $5M | 214.8K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.04% | $1M | 53.3K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.04% | $874,400 | 37.2K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 62.9K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.03% | $386,187 | 16.2K | Q3 2025OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.03% | $210,840 | 9.0K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.02% | $423,473 | 17.9K | Q4 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $847,729 | 36.2K | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.02% | $757,210 | 32.2K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $283,393 | 12.1K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.02% | $2M | 68.0K | Q4 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $320,585 | 13.6K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $286,260 | 12.2K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.02% | $244,920 | 10.3K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $765,671 | 32.3K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 56.9K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $120,054 | 5.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $913,132 | 38.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $811,016 | 34.5K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $344,160 | 14.6K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $283,305 | 11.9K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $3M | 139.9K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $74,675 | 3.2K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.01% | $15,598 | 654 | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $19M | 825.5K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $256,308 | 10.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $1M | 44.2K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $123,212 | 5.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $791,273 | 33.4K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $333,145 | 14.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $705,996 | 30.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $977,235 | 41.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $14M | 574.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $36,433 | 1.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $258,379 | 11.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 69.8K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $49,125 | 2.1K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $6,464 | 275 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $547,470 | 23.3K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $14,223 | 600 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $164,103 | 7.0K | Q2 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $12,008 | 510 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $226,575 | 9.5K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $111,600 | 4.7K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $376,207 | 15.8K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $710,744 | 30.2K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $141,030 | 6.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $3,338 | 142 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $276,969 | 11.7K | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $3,220 | 137 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $35,320 | 1.5K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5,979 | 252 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $20 | 1 | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | — | $0 | 4 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.