Stock
Simplify Exchange Traded Fun
Ticker not mapped · held by 18 managers
Reported value
$35.6M
Holders
18
+5 new · −3 exited
Holders’ est. mark
−$2.06M
Price effect on 12 books still in the name
Largest holder
$14.7M
Simplify Asset Management Inc.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Simplify Asset Management Inc. | 624.4K | $14.7M | −$1.13M | Cut−$1.13M |
| PRINCIPAL SECURITIES, INC. | 229.5K | $5.41M | −$143.2K | Added$3.4M |
| ENVESTNET ASSET MANAGEMENT INC | 177.6K | $4.18M | −$131.4K | Added$2.34M |
| CreativeOne Wealth, LLC | 165.1K | $3.89M | −$298.8K | Cut−$1.4M |
| Owen LaRue, LLC | 80.5K | $1.9M | −$145.7K | Cut−$1.5M |
| Brookwood Investment Group LLC | 67.7K | $1.6M | −$77.7K | Added$506.4K |
| OLD MISSION CAPITAL LLC | 48.1K | $1.13M | −$85K | Cut−$58.8K |
| Millington Financial Advisors, LLC | 38.7K | $946.6K | −$17.7K | Added$282.2K |
| MATHER GROUP, LLC. | 17.5K | $411.5K | — | New |
| JANE STREET GROUP, LLC | 15.8K | $372.1K | −$15.6K | Added$153.2K |
| Brookstone Capital Management | 15.2K | $358.4K | — | New |
| WealthCare Asset Management, LLC | 10.5K | $247.9K | — | New |
| Strategic Blueprint, LLC | 8.71K | $205.3K | — | New |
| NBC SECURITIES, INC. | 5.88K | $138.7K | −$3.61K | Added$88K |
| ISLAY CAPITAL MANAGEMENT, LLC | 5.28K | $124.3K | −$7.74K | Added$15.8K |
| Clearstead Advisors, LLC | 575 | $13.5K | −$968 | Cut−$26 |
| Legacy Wealth Managment, LLC/ID | 371 | $8.74K | — | New |
| WELLS FARGO & COMPANY/MN | 1 | $25 | — | Added$19 |
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.