13F

Stock

Simplify Exchange Traded Fun

Ticker not mapped · held by 17 managers

Reported value

$30.1M

Holders

17

+12 new · −0 exited

Holders’ est. mark

−$156.7K

Price effect on 5 books still in the name

Largest holder

$10.2M

KAYNE ANDERSON CAPITAL ADVISORS LP

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
KAYNE ANDERSON CAPITAL ADVISORS LP399.6K$10.2M−$129.6KAdded$2.44M
AG Asset Advisory, LLC295.2K$7.5MNew
Magnus Financial Group LLC82K$2.08MNew
Belpointe Asset Management LLC60.5K$1.54MNew
RAYMOND JAMES FINANCIAL INC59.4K$1.51MNew
CreativeOne Wealth, LLC54.2K$1.38M−$18KAdded$308.2K
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC36.3K$922.4KNew
Pekin Hardy Strauss, Inc.33.2K$843.8K−$5.24KAdded$531.6K
UNITED CAPITAL FINANCIAL ADVISORS, LLC32.2K$817.2KNew
HB Wealth Management, LLC31.8K$808.1KNew
Accelerate Investment Advisors LLC25.8K$654.7KNew
Citadel25.4K$646.8KNew
Exit Wealth Advisors, LLC.24.2K$614.7KNew
JANE STREET GROUP, LLC12.9K$326.7K−$3.84KAdded$98.1K
CWM, LLC11.1K$281.8KNew
Corient Private Wealth LLC13.4K$339New
HAZLETT, BURT & WATSON, INC.800$21−$1Cut−$4

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.