Stock
Simplify Exchange Traded Fun
Ticker not mapped · held by 8 managers
Reported value
$33.8M
Holders
8
+4 new · −2 exited
Holders’ est. mark
−$2.32M
Price effect on 4 books still in the name
Largest holder
$20.3M
Legacy Wealth Managment, LLC/ID
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | 895.6K | $20.3M | −$1.83M | Added$3.45M |
| BNP PARIBAS FINANCIAL MARKETS | 197.9K | $4.48M | — | New |
| Simplify Asset Management Inc. | 125K | $2.83M | −$346.2K | Cut−$346.3K |
| Castleview Partners, LLC | 71K | $1.61M | −$123.8K | Added$472.2K |
| Brookwood Investment Group LLC | 69.9K | $1.58M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 52.9K | $1.2M | — | New |
| PRINCIPAL SECURITIES, INC. | 52.9K | $1.2M | — | New |
| Millington Financial Advisors, LLC | 24.2K | $564.4K | −$11.5K | Added$355K |
Who left
- Balefire, LLC$226.5K
- JANE STREET GROUP, LLC$221.4K
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.