SIMPLIFY EXCHANGE TRADED FUN
CUSIP 82889N772
Simplify Exchange Traded Fun has 61 institutional holders in Filings Flow’s 13F database, together reporting 3.80M shares worth $123M as of Q1 2026. The largest reported holders are Fourpath Capital Management, LLC, Wcg Wealth Advisors LLC, and Lpl Financial LLC.
Institutional Holders
61
Q1 2026
Reported Value
$123M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 2.41% | $18M | 480.2K | Q4 2025OLDER |
| Copia Wealth Management$146M AUM | 2.06% | $3M | 88.9K | Q1 2026OLDER |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 1.97% | $4M | 111.6K | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 1.88% | $3M | 86.1K | Q4 2025OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 0.85% | $3M | 100.1K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 0.72% | $2M | 49.1K | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 0.66% | $953,453 | 28.3K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.47% | $17M | 503.1K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.43% | $12M | 347.0K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.42% | $1M | 27.6K | Q4 2025OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.38% | $945,813 | 28.1K | Q1 2026OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.35% | $6M | 165.5K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.30% | $977,386 | 29.0K | Q1 2026OLDER |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 0.26% | $304,263 | 8.3K | Q4 2025OLDER |
| South Shore Capital Advisors$137M AUM | 0.21% | $292,800 | 8.0K | Q4 2025OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.21% | $1M | 31.6K | Q1 2026OLDER |
| Blue Water Asset Management$289M AUM | 0.10% | $293,799 | 8.7K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 0.10% | $293,799 | 8.7K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.08% | $654,298 | 17.9K | Q4 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.07% | $2M | 41.6K | Q4 2025OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.06% | $126,202 | 3.8K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.06% | $461,479 | 13.7K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.06% | $215,533 | 6.8K | Q3 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.05% | $849,149 | 25.2K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.05% | $304,542 | 8.7K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.04% | $845,455 | 25.1K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.04% | $335,659 | 9.2K | Q4 2025OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.03% | $274,122 | 7.5K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $2M | 64.3K | Q4 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.03% | $496,340 | 13.6K | Q4 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.03% | $784,884 | 23.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $13M | 370.2K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $282,113 | 7.7K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $13M | 377.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $979,676 | 29.1K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $6M | 177.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 39.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $339,764 | 10.1K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $326,216 | 8.9K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $248,764 | 7.4K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.01% | $36,600 | 1.0K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $55,232 | 1.6K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $392,476 | 11.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $49,682 | 1.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $908,790 | 24.8K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $16M | 461.3K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $85,806 | 2.3K | Q4 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $19,575 | 500 | Q2 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $219,563 | 6.0K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 270.1K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $37,149 | 1.0K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 38.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $221,352 | 6.6K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $5,386 | 160 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $24,167 | 718 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $703,855 | 19.2K | Q4 2025OLDER |
| Solstein Capital, LLC$244M AUM | 0.00% | $4,174 | 124 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 54.6K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 29.1K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $986,380 | 29.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $268,821 | 8.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $11,983 | 356 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $187,655 | 5.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $353,064 | 10.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $55,813 | 1.8K | Q3 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $6,732 | 200 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $52,585 | 1.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $119,237 | 3.3K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $388,638 | 10.6K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $697,303 | 22.0K | Q3 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $54,240 | 1.5K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $10,098 | 300 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $3,171 | 100 | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $780,399 | 23.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 31.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $980,000 | 29.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 41.1K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $439,859 | 12.0K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $24,572 | 730 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $8,449 | 251 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $1,757 | 48 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $635,299 | 18.9K | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.00% | $942 | 28 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $59,845 | 1.8K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $6,732 | 200 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1,867 | 51 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,525 | 75 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $7,928 | 250 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6,799 | 202 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $74 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.