Stock
Simplify Exchange Traded Fun
Ticker not mapped · held by 81 managers
Reported value
$495.5M
Holders
81
+13 new · −19 exited
Holders’ est. mark
−$11.6M
Price effect on 68 books still in the name
Largest holder
$116.7M
Simplify Asset Management Inc.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Simplify Asset Management Inc. | 5.53M | $116.7M | — | New |
| GenTrust, LLC | 2.88M | $60.8M | — | New |
| Ferguson Shapiro LLC | 2.33M | $49.1M | −$1.8M | Added$119.3K |
| AE Wealth Management LLC | 1.92M | $40.5M | −$1.51M | Cut−$683.1K |
| Mid-American Wealth Advisory Group, Inc. | 1.14M | $25M | $0 | Held |
| HighTower Advisors, LLC | 1.18M | $24.9M | −$738.9K | Added$4.78M |
| Ancora Advisors LLC | 990.2K | $20.9M | −$659.5K | Added$2.91M |
| LPL Financial LLC | 765.1K | $16.1M | −$614.3K | Cut−$1.94M |
| Insight Wealth Strategies, LLC | 666.2K | $14.1M | −$514.2K | Added$30.9K |
| ALTFEST L J & CO INC | 663.5K | $14M | −$532.8K | Cut−$4.69M |
| Financial Enhancement Group LLC | 633.7K | $13.5M | −$147.4K | Added$4.63M |
| Heck Capital Advisors, LLC | 428.8K | $9.05M | −$229.2K | Added$2.79M |
| Park Edge Advisors, LLC | 380.2K | $8.02M | −$305.3K | Cut−$321K |
| Broussard Financial Group LLC | 372.3K | $7.85M | −$278K | Added$272.9K |
| Authentikos Wealth Advisory, LLC | 249.1K | $5.26M | −$194.2K | Cut−$41.2K |
| Aprio Wealth Management, LLC | 233.1K | $4.92M | −$187.2K | Cut−$1.56M |
| Magnolia Private Wealth, LLC | 298.6K | $4.53M | −$1.8M | Cut−$1.33M |
| HOLLENCREST CAPITAL MANAGEMENT | 201.3K | $4.25M | −$161.6K | Cut−$178.3K |
| PRIVATE CLIENT SERVICES, LLC | 199.1K | $4.2M | −$159.9K | Cut−$358.8K |
| Professional Financial Management, Inc. | 198.1K | $4.18M | −$147.7K | Added$151.9K |
| Elevated Capital Advisors, LLC | 165.8K | $3.5M | −$89.9K | Added$1.05M |
| LifeWealth Investments, LLC | 163.3K | $3.44M | −$122.9K | Added$92.7K |
| PRINCIPAL SECURITIES, INC. | 152.4K | $3.22M | −$104.1K | Added$376K |
| HOWARD BAILEY SECURITIES, LLC | 148.2K | $3.13M | −$119K | Cut−$189.6K |
| B.O.S.S. Retirement Advisors, LLC | 135.5K | $2.86M | −$108.8K | Cut−$302.6K |
| Great Lakes Retirement, Inc. | 123.3K | $2.6M | −$99K | Cut−$347K |
| Gladstone Institutional Advisory LLC | 112.5K | $2.37M | −$90.3K | Cut−$319.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 82.2K | $1.73M | −$48.8K | Added$402.9K |
| ROYAL BANK OF CANADA | 79.5K | $1.68M | −$64K | Cut−$64K |
| COMMONWEALTH EQUITY SERVICES, LLC | 75.7K | $1.6M | −$57.9K | Added$18.3K |
| Aegis Wealth Management, Inc. | 70.3K | $1.48M | −$56.5K | Cut−$170.7K |
| IHT Wealth Management, LLC | 67.2K | $1.42M | −$49.1K | Added$78.2K |
| Integrated Wealth Management | 58.2K | $1.23M | −$46.8K | Cut−$73.1K |
| Hilltop Holdings Inc. | 57.3K | $1.21M | −$46K | Cut−$1.97M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 56.8K | $1.2M | −$45.6K | Cut−$6.39M |
| Centennial Advisors, LLC | 52.2K | $1.1M | −$41.9K | Cut−$84.9K |
| Csenge Advisory Group | 43.5K | $917.4K | −$34.9K | Cut−$48K |
| GOLDMAN SACHS GROUP INC | 41K | $865.1K | −$11.1K | Added$562.8K |
| Belpointe Asset Management LLC | 38.4K | $810K | −$30.8K | Cut−$652.3K |
| Lloyd Advisory Services, LLC. | 38.3K | $807.3K | −$30.7K | Cut−$14.3M |
| Kingdom Financial Group LLC. | 38.3K | $807.3K | −$30.7K | Cut−$83K |
| SMART Wealth LLC | 34K | $717.3K | −$27K | Cut−$18.3K |
| EVOKE WEALTH, LLC | 33K | $697.3K | — | New |
| Straight Path Wealth Management | 32.4K | $684.6K | −$25.3K | Cut−$4.15K |
| Golden Reserve Retirement LLC | 30.4K | $641K | −$10.3K | Added$359.1K |
| Pekin Hardy Strauss, Inc. | 29.9K | $630.9K | −$22.6K | Added$14.8K |
| Equitable Holdings, Inc. | 26K | $570.2K | $1 | Added$592 |
| 4WEALTH ADVISORS, INC. | 22.5K | $473K | −$19.2K | Cut−$174.4K |
| MGO Private Wealth, LLC | 22K | $464.3K | — | New |
| Farther Finance Advisors, LLC | 20.9K | $440.7K | −$17.6K | Cut−$357.9K |
| Anchor Investment Management, LLC | 19.9K | $419.3K | −$16K | Cut−$16K |
| Cumberland Partners Ltd | 19.2K | $404.4K | −$15.4K | Cut−$5.42M |
| EVOLUTION WEALTH MANAGEMENT INC. | 18.1K | $382.1K | −$14.5K | Cut−$33.6K |
| OSAIC HOLDINGS, INC. | 16.1K | $339K | −$7.56K | Added$132K |
| CWC Advisors, LLC. | 14.6K | $308.5K | −$11.7K | Cut−$45.2K |
| KPP Advisory Services LLC | 13.6K | $287.7K | — | New |
| FSA Advisors, Inc. | 13.4K | $283.4K | −$9.8K | Added$16.1K |
| Welch Group, LLC | 12.8K | $269.2K | — | New |
| FSR Wealth Management Ltd. | 11.8K | $248.6K | −$9.05K | Added$1.62K |
| Longview Financial Advisors, Inc. | 10.3K | $216.7K | −$8.24K | Cut−$8.08K |
| Clarity Financial LLC | 10K | $211.6K | −$8.05K | Cut−$79.2K |
| GROUP ONE TRADING LLC | 9.04K | $190.7K | −$4.84K | Added$58.8K |
| Networth Advisors, LLC | 8.76K | $184.9K | −$7.05K | Cut−$31.2K |
| Quest 10 Wealth Builders, Inc. | 7.93K | $167.3K | −$6.37K | Cut−$7.55K |
| SIMPLEX TRADING, LLC | 6.04K | $127.5K | — | New |
| SIGNATUREFD, LLC | 4.64K | $98K | — | New |
| Key Capital Management, INC | 3.73K | $78.7K | −$2.58K | Added$8.26K |
| IFP Advisors, Inc | 3.26K | $68.9K | −$2.62K | Cut−$61.9K |
| Colonial Trust Co / SC | 2K | $42.2K | −$1.61K | Cut−$1.61K |
| US BANCORP \DE\ | 900 | $19K | −$723 | Cut−$723 |
| PRIVATE TRUST CO NA | 820 | $17.3K | −$658 | Cut−$658 |
| Geneos Wealth Management Inc. | 785 | $16.6K | −$634 | Cut−$550 |
| NATIONAL BANK OF CANADA /FI/ | 634 | $13.4K | −$514 | Cut−$514 |
| Aptus Capital Advisors, LLC | 500 | $10.6K | — | New |
| MORGAN STANLEY | 351 | $7.43K | −$261 | Cut−$305 |
| VIRTUS ADVISERS, LLC | 258 | $5.44K | −$207 | Cut−$4K |
| Steward Partners Investment Advisory, LLC | 211 | $4.45K | — | New |
| Mosley Wealth Management | 93 | $2.03K | — | New |
| HRT FINANCIAL LP | 32.6K | $687 | — | New |
| WELLS FARGO & COMPANY/MN | 1 | $23 | $3 | Cut−$17 |
| HANTZ FINANCIAL SERVICES, INC. | 315 | $7 | — | New |
Who left
- Private Advisor Group, LLC$19.1M
- FOURPATH CAPITAL MANAGEMENT, LLC$19.1M
- Encompass More Asset Management$2.02M
- Proficio Capital Partners LLC$1.35M
- Summit Financial, LLC$1.18M
- WESPAC Advisors, LLC$927.3K
- ENVESTNET ASSET MANAGEMENT INC$577.8K
- Professional Financial Advisors, LLC$574.9K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$438.9K
- MML INVESTORS SERVICES, LLC$426K
- OLD MISSION CAPITAL LLC$410.3K
- Magnus Financial Group LLC$304.7K
- FOUNDATIONS INVESTMENT ADVISORS, LLC$279.2K
- Trek Financial, LLC$259.9K
- BANK OF MONTREAL /CAN/$78.9K
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.