Stock
Simplify Exchange Traded Fun
Ticker not mapped · held by 17 managers
Reported value
$31.5M
Holders
17
+2 new · −5 exited
Holders’ est. mark
−$888.8K
Price effect on 15 books still in the name
Largest holder
$14.4M
Ascension Capital Advisors, Inc.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Ascension Capital Advisors, Inc. | 639K | $14.4M | −$496.5K | Cut−$427K |
| Continuum Advisory, LLC | 431.7K | $9.73M | −$301.6K | Added$722.7K |
| Mid-American Wealth Advisory Group, Inc. | 201.1K | $4.69M | $0 | Held |
| AE Wealth Management LLC | 26.9K | $605.7K | −$21K | Cut−$578.6K |
| ENVESTNET ASSET MANAGEMENT INC | 23.9K | $537.5K | −$18.6K | Cut−$100.9K |
| PRINCIPAL SECURITIES, INC. | 23.9K | $537.5K | −$18.5K | Cut−$15K |
| JANE STREET GROUP, LLC | 17K | $383.6K | −$13.3K | Cut−$21.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.31K | $209.8K | −$7.27K | Cut−$482.7K |
| Trajan Wealth LLC | 8.93K | $201.3K | −$6.97K | Cut−$12.4K |
| OSAIC HOLDINGS, INC. | 3.03K | $68.3K | −$2.34K | Cut−$1.6K |
| MATHER GROUP, LLC. | 1.56K | $35.2K | — | New |
| Steward Partners Investment Advisory, LLC | 1.56K | $35.1K | −$1.22K | Cut−$1.22K |
| Lloyd Advisory Services, LLC. | 759 | $17.1K | −$585 | Cut−$123.8K |
| Kingdom Financial Group LLC. | 759 | $17.1K | −$585 | Cut−$38.5K |
| Networth Advisors, LLC | 200 | $4.51K | −$156 | Cut−$1.74K |
| Geneos Wealth Management Inc. | 131 | $2.95K | −$104 | Cut−$59 |
| Elevated Capital Advisors, LLC | 111 | $2.49K | — | New |
Who left
- Focus Partners Wealth$6.44M
- Sunbelt Securities, Inc.$509.8K
- Great Lakes Retirement, Inc.$307.8K
- UBS Group AG$6.99K
- Quest 10 Wealth Builders, Inc.$2.63K
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.