Stock
Simplify Exchange Traded Fun
Ticker not mapped · held by 24 managers
Reported value
$60.3M
Holders
24
+8 new · −6 exited
Holders’ est. mark
$3.97M
Price effect on 16 books still in the name
Largest holder
$14.3M
Encompass More Asset Management
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Encompass More Asset Management | 405.2K | $14.3M | $583K | Added$11.3M |
| Longview Financial Advisors, Inc. | 229.8K | $8.13M | $1.25M | Added$1.68M |
| ENVESTNET ASSET MANAGEMENT INC | 203.9K | $7.21M | $68.1K | Added$6.86M |
| LPL Financial LLC | 189.5K | $6.7M | — | New |
| MML INVESTORS SERVICES, LLC | 177.4K | $6.27M | — | New |
| AE Wealth Management LLC | 120K | $4.25M | $687.8K | Added$211.6K |
| BLVD Private Wealth, LLC | 66.8K | $2.36M | — | New |
| Park Edge Advisors, LLC | 53.5K | $1.89M | $283.3K | Added$426.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34.4K | $1.22M | — | New |
| CreativeOne Wealth, LLC | 33.3K | $1.18M | $190.6K | Cut−$368.7K |
| Private Advisor Group, LLC | 32.8K | $1.16M | $149.9K | Added$384.9K |
| Global View Capital Management LLC | 31.8K | $1.12M | $151.2K | Added$342.1K |
| HighTower Advisors, LLC | 24.9K | $881.5K | $142.8K | Added$123.6K |
| Orion Porfolio Solutions, LLC | 24.6K | $870.5K | $119.6K | Added$251.8K |
| Tidal Investments LLC | 20K | $717.4K | — | New |
| Stratos Wealth Partners, LTD. | 14.2K | $503.6K | $81.6K | Added$47.8K |
| Bluesphere Advisors LLC | 10.3K | $365.9K | $59.3K | Added$59.3K |
| Straight Path Wealth Management | 9.75K | $344.9K | $55.9K | Added$55.9K |
| CWM, LLC | 9.01K | $318.8K | $135.7K | Added$318.7K |
| RAYMOND JAMES FINANCIAL INC | 6.15K | $217.5K | — | New |
| OSAIC HOLDINGS, INC. | 4.51K | $159.6K | $14.3K | Added$85.5K |
| MATHER GROUP, LLC. | 1.94K | $68.5K | — | New |
| MORGAN STANLEY | 122 | $4.32K | $5 | Added$4.29K |
| Summit Global Investments | 11.8K | $418 | — | New |
Who left
- Whalen Wealth Management Inc.$1.21M
- Holcombe Financial, Inc.$783.2K
- Hilltop Holdings Inc.$361.1K
- Farther Finance Advisors, LLC$16K
- WELLS FARGO & COMPANY/MN$5.37K
- UBS Group AG$4.09K
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.