SIMPLIFY EXCHANGE TRADED FUN
CUSIP 82889N723
Simplify Exchange Traded Fun has 89 institutional holders in Filings Flow’s 13F database, together reporting 15.70M shares worth $305M as of Q1 2026. The largest reported holders are Simplify Asset Management Inc., Wcg Wealth Advisors LLC, and Gradient Investments LLC.
Institutional Holders
89
Q1 2026
Reported Value
$305M
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 |
|---|---|---|---|---|
| IFS Group,LLC$112M AUM | 2.53% | $3M | 139.7K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 2.50% | $4M | 186.4K | Q1 2026OLDER |
| Great Diamond Partners, LLC$582M AUM | 2.09% | $12M | 603.6K | Q2 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 2.03% | $3M | 136.1K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 2.02% | $3M | 156.9K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 1.92% | $8M | 410.0K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 1.80% | $7M | 351.5K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 1.45% | $9M | 423.1K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 1.31% | $2M | 97.4K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 1.18% | $10M | 468.8K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 1.17% | $3M | 139.5K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 1.06% | $38M | 1.87M | Q1 2026OLDER |
| Authentikos Wealth Advisory, LLC$148M AUM | 0.92% | $1M | 66.9K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.90% | $24M | 1.20M | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.81% | $15M | 718.6K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 0.79% | $1M | 54.2K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.71% | $6M | 297.2K | Q2 2026 |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.70% | $1M | 54.8K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.70% | $2M | 112.3K | Q1 2026OLDER |
| Simplify Asset Management Inc.$6.5B AUM | 0.66% | $43M | 2.11M | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.60% | $854,537 | 42.0K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.52% | $3M | 137.1K | Q4 2025OLDER |
| Gradient Investments LLC$7.2B AUM | 0.52% | $37M | 1.86M | Q2 2026 |
| GK Wealth Management LLC$190M AUM | 0.48% | $904,871 | 44.9K | Q2 2026 |
| Prosperity Wealth Management, Inc.$300M AUM | 0.42% | $1M | 60.4K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.41% | $527,503 | 25.9K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 0.34% | $625,498 | 30.7K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.33% | $814,871 | 40.0K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 0.29% | $322,609 | 15.9K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.27% | $543,183 | 26.7K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.27% | $2M | 74.9K | Q1 2026OLDER |
| Bay Rivers Group$293M AUM | 0.27% | $786,852 | 39.0K | Q2 2026 |
| Magnolia Private Wealth, LLC$150M AUM | 0.25% | $360,180 | 17.4K | Q4 2025OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 0.22% | $413,367 | 20.3K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.17% | $293,110 | 14.5K | Q2 2026 |
| Worth Asset Management, LLC$313M AUM | 0.17% | $526,155 | 26.1K | Q2 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 0.16% | $448,620 | 22.0K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.15% | $475,833 | 23.4K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.13% | $1M | 54.3K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.13% | $336,013 | 16.2K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.12% | $8M | 405.2K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.11% | $248,405 | 12.2K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.11% | $385,990 | 19.0K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.10% | $537,749 | 26.4K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.09% | $1M | 58.5K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.08% | $1M | 69.7K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.08% | $14M | 703.7K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.06% | $158,175 | 7.6K | Q3 2025OLDER |
| Secure Asset Management, LLC$632M AUM | 0.05% | $300,564 | 14.8K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.05% | $1M | 64.0K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $263,058 | 12.7K | Q3 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.04% | $687,620 | 33.8K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.04% | $1M | 67.7K | Q2 2026 |
| Cooper Financial Group$1.2B AUM | 0.03% | $420,766 | 20.9K | Q2 2026 |
| STANCE CAPITAL LLC$206M AUM | 0.03% | $69,332 | 3.4K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 66.6K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 51.1K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $3M | 134.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 89.3K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.02% | $4M | 191.1K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.02% | $284,412 | 14.0K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $731,911 | 36.0K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.02% | $30,000 | 1.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 54.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 419.4K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $498,159 | 24.7K | Q2 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $236,754 | 11.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $24M | 1.20M | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 55.7K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $206,444 | 10.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $16M | 807.7K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $1M | 69.6K | Q4 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $350,020 | 17.2K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $313,485 | 15.4K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $52,142 | 2.6K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $212,638 | 10.4K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $286,547 | 14.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 59.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $471,963 | 23.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $285,614 | 14.0K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $880,230 | 43.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $432,453 | 21.2K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $4,070 | 200 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $111,038 | 5.4K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $358,659 | 17.6K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $8,848 | 435 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $30,691 | 1.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 82.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $822,344 | 40.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $34,213 | 1.7K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $19,394 | 953 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $268,000 | 13.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $252,538 | 12.2K | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $14,754 | 725 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $233,475 | 11.3K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $122,784 | 6.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $14,262 | 689 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $11,728 | 566 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2,238 | 110 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.