Stock
Simplify Exchange Traded Fun
Ticker not mapped · held by 17 managers
Reported value
$3.49M
Holders
17
+6 new · −4 exited
Holders’ est. mark
−$565.5K
Price effect on 11 books still in the name
Largest holder
$1.18M
Authentikos Wealth Advisory, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Authentikos Wealth Advisory, LLC | 123.3K | $1.18M | −$386.4K | Added$16.6K |
| JANE STREET GROUP, LLC | 53.2K | $506.6K | — | New |
| OLD MISSION CAPITAL LLC | 50.7K | $482.9K | — | New |
| Marshall Financial Group, LLC | 47.4K | $452.1K | — | New |
| Cambridge Advisors Inc. | 32.7K | $312K | −$149.7K | Cut−$137K |
| Mid-American Wealth Advisory Group, Inc. | 17.7K | $253K | $0 | Held |
| SIMPLEX TRADING, LLC | 15.7K | $149.9K | — | New |
| MATHER GROUP, LLC. | 7.13K | $68K | — | New |
| Luminist Capital LLC | 3.42K | $32.6K | −$12.1K | Cut−$3.55K |
| OSAIC HOLDINGS, INC. | 2.99K | $28.5K | −$12.1K | Cut−$7.91K |
| Sound Income Strategies, LLC | 1K | $9.59K | — | New |
| MAI Capital Management | 950 | $9.05K | −$4.53K | Cut−$4.53K |
| MORGAN STANLEY | 447 | $4.26K | −$2.14K | Cut−$2.18K |
| CWM, LLC | 161 | $1.53K | $1.51K | Added$1.53K |
| Caitlin John, LLC | 9 | $86 | −$43 | Cut−$7.29K |
| AE Wealth Management LLC | 6 | $57 | −$27 | Cut−$27 |
| ROYAL BANK OF CANADA | 10 | $0 | $0 | Held |
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.