SIMPLIFY EXCHANGE TRADED FUN
CUSIP 82889N780
Simplify Exchange Traded Fun has 13 institutional holders in Filings Flow’s 13F database, together reporting 501.2K shares worth $3M as of Q4 2022. The largest reported holders are Simplify Asset Management Inc., Gfs Advisors, LLC, and B.o.s.s. Retirement Advisors, LLC.
Institutional Holders
13
Q4 2022
Reported Value
$3M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| GFS Advisors, LLC$1.6B AUM | 0.07% | $421,000 | 79.5K | Q3 2023OLDER |
| Simplify Asset Management Inc.$6.5B AUM | 0.06% | $710,850 | 3.50M | Q4 2023OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.06% | $281,819 | 48.3K | Q2 2023OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.04% | $207,493 | 35.3K | Q2 2023OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $205,779 | 1.01M | Q4 2023OLDER |
| Strata Wealth Advisors, LLC$365M AUM | 0.01% | $27,116 | 133.5K | Q4 2023OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $53,000 | 10.0K | Q3 2023OLDER |
| Authentikos Wealth Advisory, LLC$148M AUM | 0.00% | $4,765 | 899 | Q3 2023OLDER |
| Mid-American Wealth Advisory Group, Inc.$277M AUM | 0.00% | $4,593 | 22.6K | Q4 2023OLDER |
| WEALTHSOURCE PARTNERS, LLC$1.5B AUM | 0.00% | $33,917 | 167.0K | Q4 2023OLDER |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM | 0.00% | $5,215 | 893 | Q2 2023OLDER |
| Lee Financial Co$709M AUM | 0.00% | $6,360 | 1.2K | Q3 2023OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.00% | $2,424 | 415 | Q2 2023OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.00% | $4,076 | 20.1K | Q4 2023OLDER |
| Cannell & Co.$3.2B AUM | 0.00% | $4,265 | 21.0K | Q4 2023OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $65 | 318.8K | Q4 2023OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.00% | $9,240 | 45.5K | Q4 2023OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $4,208 | 20.7K | Q4 2023OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $6,032 | 29.7K | Q4 2023OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $10,293 | 137.2K | Q4 2023OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.00% | $53 | 9 | Q2 2023OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $406 | 2.0K | Q4 2023OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $8,008 | 1.5K | Q3 2023OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $20 | 100 | Q1 2024 |
| UBS Group AG$666.3B AUM | 0.00% | $4,811 | 23.7K | Q4 2023OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.