13F

Stock

Simplify

Ticker not mapped · held by 13 managers

Reported value

$106.7M

Holders

13

+11 new · −0 exited

Holders’ est. mark

$116.7K

Price effect on 2 books still in the name

Largest holder

$90.2M

CWM, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
CWM, LLC3.37M$90.2MNew
MATHER GROUP, LLC.307.8K$8.24MNew
Simplify Asset Management Inc.100K$2.68M$116.7KAdded$116.7K
Professional Financial Advisors, LLC76.8K$2.06MNew
COMMONWEALTH EQUITY SERVICES, LLC74K$1.98MNew
Pekin Hardy Strauss, Inc.21.4K$572.3KNew
Triton Wealth Management, PLLC18.5K$491.6KNew
Magnolia Private Wealth, LLC15.6K$417.9KNew
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/956$25.6KNew
AE Wealth Management LLC155$4.15KNew
Deane Retirement Strategies, Inc.149$3.99KNew
JPMORGAN CHASE & CO145$3.84KNew
WEDBUSH SECURITIES INC41.2K$1.1K$11Added$869

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.