Stock
Simplify Exchange Traded Fun
Ticker not mapped · held by 19 managers
Reported value
$91.3M
Holders
19
+5 new · −3 exited
Holders’ est. mark
−$4.83M
Price effect on 14 books still in the name
Largest holder
$72.2M
Simplify Asset Management Inc.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Simplify Asset Management Inc. | 1.63M | $72.2M | −$3.95M | Cut−$3.95M |
| COMMONWEALTH EQUITY SERVICES, LLC | 247.1K | $10.9M | −$548.7K | Added$332.9K |
| AE Wealth Management LLC | 94.1K | $4.16M | −$224.9K | Cut−$181.7K |
| OLD MISSION CAPITAL LLC | 25K | $1.11M | −$26.2K | Added$601.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17K | $749.3K | — | New |
| Elevated Capital Advisors, LLC | 11.6K | $514.1K | — | New |
| B.O.S.S. Retirement Advisors, LLC | 9.57K | $422.8K | −$23.1K | Cut−$56K |
| HOWARD BAILEY SECURITIES, LLC | 8.99K | $397.1K | −$21.7K | Cut−$27.2K |
| MML INVESTORS SERVICES, LLC | 5.67K | $250.5K | −$13.7K | Cut−$16.8K |
| Great Lakes Retirement, Inc. | 4.97K | $219.4K | −$12K | Cut−$31.2K |
| JPMORGAN CHASE & CO | 1.92K | $82.3K | — | New |
| Lloyd Advisory Services, LLC. | 1.77K | $78.2K | −$4.27K | Cut−$1.52M |
| Kingdom Financial Group LLC. | 1.77K | $78.2K | −$4.25K | Cut−$7.27K |
| OSAIC HOLDINGS, INC. | 437 | $19.3K | −$1.08K | Cut−$39K |
| Quest 10 Wealth Builders, Inc. | 415 | $18.3K | −$1K | Cut−$1.61K |
| Networth Advisors, LLC | 364 | $16.1K | −$877 | Cut−$2.14K |
| Noble Wealth Management PBC | 18 | $795 | −$44 | Cut−$44 |
| MORGAN STANLEY | 1 | $66 | — | New |
| HANTZ FINANCIAL SERVICES, INC. | 13 | $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.