Stock
Simplify Exchange Traded Fun
Ticker not mapped · held by 31 managers
Reported value
$67.8M
Holders
31
+6 new · −3 exited
Holders’ est. mark
−$4.92M
Price effect on 25 books still in the name
Largest holder
$26.6M
Austin Wealth Management, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Austin Wealth Management, LLC | 667.3K | $26.6M | −$2.23M | Cut−$12.5M |
| Integrated Wealth Concepts LLC | 293K | $11.6M | −$959K | Cut−$2.28M |
| ENTREWEALTH, LLC | 237.5K | $9.37M | −$759.3K | Cut−$374.6K |
| AE Wealth Management LLC | 182.4K | $7.2M | −$423K | Added$1.67M |
| EVOLUTION WEALTH MANAGEMENT INC. | 102.7K | $4.05M | −$245.3K | Added$849.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 68.5K | $2.7M | −$224.1K | Cut−$304.8K |
| Financial Enhancement Group LLC | 33.8K | $1.46M | $17.4K | Added$14.9K |
| Noble Wealth Management PBC | 14.5K | $573.1K | −$47.5K | Cut−$51.8K |
| Fiduciary Alliance LLC | 12.7K | $540.1K | −$2.75K | Cut−$6.73K |
| Elevated Capital Advisors, LLC | 12.9K | $508.5K | — | New |
| LPL Financial LLC | 11.3K | $447.1K | −$36.7K | Cut−$31.6K |
| OLD MISSION CAPITAL LLC | 11.3K | $445.3K | — | New |
| B.O.S.S. Retirement Advisors, LLC | 11.3K | $444.8K | −$36.9K | Cut−$81.4K |
| HOWARD BAILEY SECURITIES, LLC | 10.6K | $419.8K | −$34.8K | Cut−$52.3K |
| MERCER GLOBAL ADVISORS INC /ADV | 10.5K | $416.1K | −$34.5K | Cut−$262.3K |
| Capital Group Private Client Services, Inc. | 6.54K | $258.1K | — | New |
| Modern Wealth Management, LLC | 5.56K | $220.8K | −$16.7K | Cut−$16.7K |
| CWM, LLC | 3.68K | $145.1K | $144.9K | Added$144.5K |
| BlackRock, Inc. | 3.13K | $123.6K | −$10.3K | Cut−$10.3K |
| Aptus Capital Advisors, LLC | 2.56K | $101K | −$8.35K | Cut−$8.16K |
| Kingdom Financial Group LLC. | 1.63K | $64.3K | −$5.34K | Cut−$14.2K |
| Lloyd Advisory Services, LLC. | 1.63K | $64.3K | −$5.35K | Cut−$1.66M |
| Quest 10 Wealth Builders, Inc. | 505 | $19.9K | −$1.65K | Cut−$2.29K |
| UBS Group AG | 488 | $19.3K | — | New |
| Networth Advisors, LLC | 453 | $17.9K | −$1.48K | Cut−$3.06K |
| ASSETMARK, INC | 134 | $5.29K | −$30 | Added$4.9K |
| Geneos Wealth Management Inc. | 42 | $1.67K | −$134 | Cut−$134 |
| IFP Advisors, Inc | 35 | $1.38K | −$114 | Cut−$114 |
| OSAIC HOLDINGS, INC. | 17 | $670 | — | New |
| MORGAN STANLEY | 1 | $47 | $4 | Cut−$6.42K |
| HANTZ FINANCIAL SERVICES, INC. | 17 | $1 | — | New |
Who left
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.