13F

Stock

Simplify Exchange Traded Fun

Ticker not mapped · held by 43 managers

Reported value

$62.7M

Holders

43

+6 new · −6 exited

Holders’ est. mark

−$4.33M

Price effect on 37 books still in the name

Largest holder

$10.5M

COMMONWEALTH EQUITY SERVICES, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
COMMONWEALTH EQUITY SERVICES, LLC289K$10.5M−$738.6KAdded$480.3K
LPL Financial LLC238.3K$8.67M−$688.9KCut−$6.44M
Authentikos Wealth Advisory, LLC198.2K$7.21M−$551.1KCut−$275.1K
AE Wealth Management LLC181.4K$6.6M−$524.4KCut−$559.6K
Independent Wealth Advisors LLC148.9K$5.41M−$414.2KCut−$210.1K
EVOLUTION WEALTH MANAGEMENT INC.130.8K$4.76M−$331.9KAdded$249.4K
Ironsides Asset Advisors, LLC115.6K$4.2M−$302.4KAdded$97.4K
Austin Wealth Management, LLC48.1K$1.76M−$142.5KCut−$134.8K
OLD MISSION CAPITAL LLC48K$1.75MNew
Steward Partners Investment Advisory, LLC41.5K$1.51M−$120KCut−$120K
Compound Planning, Inc.34.6K$1.26M−$99.9KCut−$99.9K
Park Edge Advisors, LLC29.8K$1.08M−$83.9KCut−$56.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP27.5K$1MNew
Elevated Capital Advisors, LLC23.6K$859.5K−$44.2KAdded$258.6K
B.O.S.S. Retirement Advisors, LLC22.2K$809K−$64.3KCut−$146.5K
Fiduciary Alliance LLC19.2K$747.6K−$7.54KCut−$8.21K
JANE STREET GROUP, LLC17.9K$649.8KNew
HOWARD BAILEY SECURITIES, LLC17.6K$640.3K−$50.9KCut−$63.2K
INSIGNEO ADVISORY SERVICES, LLC16.2K$589.9K−$46.9KCut−$46.9K
ENTREWEALTH, LLC14.6K$531.2KNew
McCartney Wealth Management LLC10.9K$394.9K−$31.4KCut−$104K
LifeWealth Investments, LLC8.9K$323.8K−$25.7KCut−$107.1K
Integrated Wealth Management8.81K$320.5K−$25.5KCut−$34.5K
Dynamic Advisor Solutions LLC8.17K$297K−$23.6KCut−$23.6K
Centennial Advisors, LLC7.88K$286.6K−$22.8KCut−$37.8K
OSAIC HOLDINGS, INC.5.85K$212.7K−$16.9KCut−$17.8K
Kingdom Financial Group LLC.1.89K$68.6K−$5.46KCut−$14.7K
Lloyd Advisory Services, LLC.1.89K$68.6K−$5.44KCut−$1.8M
CWM, LLC1.34K$48.7K$48.7KAdded$47K
MORGAN STANLEY737$26.8K−$2.18KCut−$6.51K
Farther Finance Advisors, LLC693$25.4K−$8Added$25.2K
ROYAL BANK OF CANADA700$25K−$2KCut−$2K
Networth Advisors, LLC619$22.5K−$1.79KCut−$4.77K
Quest 10 Wealth Builders, Inc.580$21.1K−$1.68KCut−$2.38K
NBC SECURITIES, INC.380$13.8K−$1.1KCut−$1.1K
ROTHSCHILD INVESTMENT LLC231$8.4K−$668Cut−$668
IFP Advisors, Inc148$5.38K−$427Cut−$427
UBS Group AG82$2.98KNew
Noble Wealth Management PBC55$2K−$159Cut−$159
Geneos Wealth Management Inc.44$1.62K−$124Cut−$124
ASSETMARK, INC9$327−$26Cut−$26
Allworth Financial LP1$35−$2Cut−$2
HANTZ FINANCIAL SERVICES, INC.17$1New

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.