Stock
Simplify Exchange Traded Fun
Ticker not mapped · held by 18 managers
Reported value
$18.7M
Holders
18
+2 new · −1 exited
Holders’ est. mark
−$453.3K
Price effect on 16 books still in the name
Largest holder
$5.01M
AE Wealth Management LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| AE Wealth Management LLC | 193.5K | $5.01M | −$142.6K | Cut−$802K |
| Inspire Advisors, LLC | 124K | $3.21M | −$91.4K | Cut−$263.7K |
| Elevated Capital Advisors, LLC | 93.8K | $2.43M | −$67.6K | Cut−$12.6K |
| Key Capital Management, INC | 49.9K | $1.29M | −$31.3K | Added$161.5K |
| Encompass More Asset Management | 44.4K | $1.15M | — | New |
| Pekin Hardy Strauss, Inc. | 38.1K | $986.8K | — | New |
| HOWARD BAILEY SECURITIES, LLC | 36.8K | $952.8K | −$24.3K | Added$76.7K |
| B.O.S.S. Retirement Advisors, LLC | 28.9K | $748.4K | −$19.9K | Added$30.4K |
| FSA Advisors, Inc. | 25.7K | $665.9K | −$18.7K | Cut−$10.5K |
| Beacon Capital Management, LLC | 21.1K | $545.4K | −$15.5K | Cut−$326.7K |
| Authentikos Wealth Advisory, LLC | 19.4K | $502.6K | −$14.3K | Cut−$53.9K |
| Blackston Financial Advisory Group, LLC | 15.1K | $391.2K | −$9.58K | Added$44.8K |
| CreativeOne Wealth, LLC | 14.3K | $370.7K | −$7.04K | Added$116.8K |
| Networth Advisors, LLC | 11.2K | $289.3K | −$6.79K | Added$43.9K |
| Decker Retirement Planning Inc. | 3.37K | $87.2K | −$2.48K | Cut−$10K |
| POM Investment Strategies, LLC | 2.31K | $59.7K | −$1.7K | Cut−$1.65M |
| Sound Income Strategies, LLC | 111 | $2.88K | −$94 | Cut−$9.83K |
| OSAIC HOLDINGS, INC. | 15 | $388 | −$11 | Cut−$11 |
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.