Stock
Simplify Exchange Traded Fun
Ticker not mapped · held by 42 managers
Reported value
$45.2M
Holders
42
+6 new · −15 exited
Holders’ est. mark
−$1.8M
Price effect on 36 books still in the name
Largest holder
$12.5M
PRINCIPAL SECURITIES, INC.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | 588K | $12.5M | −$570.4K | Cut−$833.2K |
| LPL Financial LLC | 285.8K | $6.1M | −$277.2K | Cut−$501.6K |
| ENVESTNET ASSET MANAGEMENT INC | 267.6K | $5.71M | −$259.6K | Cut−$724.6K |
| Altiora Financial Group, LLC | 229.7K | $4.9M | −$86.1K | Added$2.92M |
| OSAIC HOLDINGS, INC. | 119.4K | $2.55M | −$115.8K | Cut−$490K |
| WealthPlan Investment Management, LLC | 119.4K | $2.55M | −$115.8K | Cut−$5.35M |
| WealthPLAN Partners, LLC | 71.6K | $1.53M | −$69.4K | Cut−$547.9K |
| TME FINANCIAL, INC. | 44.2K | $944.2K | −$42.9K | Cut−$105.9K |
| Legacy Wealth Managment, LLC/ID | 42.2K | $901.3K | −$40.9K | Cut−$232.2K |
| OLD MISSION CAPITAL LLC | 41.1K | $877.2K | −$12.9K | Added$581.2K |
| Stegent Equity Advisors, Inc. | 34.9K | $745K | −$33.9K | Cut−$1.13M |
| MATHER GROUP, LLC. | 32.8K | $699.7K | — | New |
| Summit Financial, LLC | 32.7K | $698.1K | −$31.7K | Cut−$88.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31.5K | $672.5K | −$11.3K | Added$412.1K |
| AE Wealth Management LLC | 27.9K | $595.1K | −$27.1K | Cut−$11.4M |
| Elevated Capital Advisors, LLC | 16.7K | $357.4K | −$16.3K | Cut−$9.03M |
| JANE STREET GROUP, LLC | 15.4K | $329.6K | — | New |
| Integrated Advisors Network LLC | 13.4K | $286.3K | −$13K | Cut−$44.7K |
| MML INVESTORS SERVICES, LLC | 13K | $278.3K | — | New |
| PANORAMIC INVESTMENT ADVISORS, LLC | 11.8K | $252.9K | −$10K | Added$22K |
| Redhawk Wealth Advisors, Inc. | 11.7K | $250.2K | −$11.4K | Cut−$144.6K |
| IFP Advisors, Inc | 11.5K | $245.5K | −$11.2K | Cut−$16.5K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 10.2K | $218.3K | −$9.93K | Cut−$56.6K |
| Kestra Advisory Services, LLC | 10.1K | $215.1K | −$9.79K | Cut−$53.7K |
| Mosley Wealth Management | 8.03K | $185.4K | — | New |
| Arax Advisory Partners | 3.78K | $80.7K | −$3.63K | Cut−$3.08K |
| ROYAL BANK OF CANADA | 3.62K | $77K | −$3.71K | Cut−$196K |
| Steward Partners Investment Advisory, LLC | 3.3K | $70.4K | −$3.2K | Cut−$329.6K |
| Whipplewood Advisors, LLC | 2.91K | $62.1K | −$2.82K | Cut−$2.82K |
| Parkside Financial Bank & Trust | 2.8K | $59.7K | −$2.68K | Cut−$2.11K |
| Larson Financial Group LLC | 2.4K | $51.2K | −$2.29K | Cut−$1.52K |
| Luminist Capital LLC | 1.55K | $33K | −$1.49K | Cut−$1.29K |
| Key Capital Management, INC | 1.48K | $31.6K | −$1.44K | Cut−$2.19M |
| UBS Group AG | 1.28K | $27.3K | −$1.24K | Cut−$20.3K |
| NBC SECURITIES, INC. | 874 | $18.7K | −$848 | Cut−$42.6K |
| HARBOUR INVESTMENTS, INC. | 333 | $7.11K | −$244 | Added$1.48K |
| MOTCO | 287 | $6.13K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 133 | $2.82K | −$144 | Cut−$144 |
| BlackRock, Inc. | 105 | $2.24K | — | New |
| MORGAN STANLEY | 1 | $31 | −$2 | Cut−$2 |
| WELLS FARGO & COMPANY/MN | 1 | $23 | −$6 | Cut−$6 |
| Farther Finance Advisors, LLC | 1 | $20 | −$1 | Cut−$1 |
Who left
- POM Investment Strategies, LLC$3.4M
- Encompass More Asset Management$2.02M
- Beacon Capital Management, LLC$1.84M
- HOWARD BAILEY SECURITIES, LLC$1.79M
- B.O.S.S. Retirement Advisors, LLC$1.49M
- FSA Advisors, Inc.$1.4M
- Authentikos Wealth Advisory, LLC$1.08M
- IEQ CAPITAL, LLC$712.2K
- Blackston Financial Advisory Group, LLC$673.1K
- Networth Advisors, LLC$477.9K
- Lloyd Advisory Services, LLC.$233.4K
- Pekin Hardy Strauss, Inc.$214.7K
- Decker Retirement Planning Inc.$191.1K
- Sound Income Strategies, LLC$25K
- Signature Equity Partners, LLC$396
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.