Stock
Simplify Exchange Traded Fun
Ticker not mapped · held by 61 managers
Reported value
$123.3M
Holders
61
+13 new · −29 exited
Holders’ est. mark
−$9.75M
Price effect on 48 books still in the name
Largest holder
$16.9M
WCG Wealth Advisors LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.07M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| WCG Wealth Advisors LLC | 503.1K | $16.9M | −$1.48M | Cut−$1.47M |
| LPL Financial LLC | 461.3K | $15.5M | −$1.36M | Cut−$17.6M |
| HighTower Advisors, LLC | 377.9K | $12.7M | −$1.11M | Cut−$1.32M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 370.2K | $12.5M | −$1.3M | Cut−$12.4M |
| Gladstone Institutional Advisory LLC | 347K | $11.7M | −$1.02M | Cut−$1.57M |
| RAYMOND JAMES FINANCIAL INC | 270.1K | $9.09M | −$622.3K | Added$1.35M |
| CIBC WORLD MARKET INC. | 177.7K | $5.98M | −$522.4K | Cut−$1.8M |
| LEE DANNER & BASS INC | 165.5K | $5.57M | −$472.3K | Cut−$309.9K |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 111.6K | $3.76M | −$317.9K | Cut−$200.8K |
| Ironsides Asset Advisors, LLC | 100.1K | $3.37M | −$115.1K | Added$1.94M |
| Copia Wealth Management | 88.9K | $2.99M | −$261.3K | Cut−$410.7K |
| STIFEL FINANCIAL CORP | 54.6K | $1.84M | −$160.6K | Cut−$843.3K |
| Haven Private, LLC | 49.1K | $1.65M | −$144.2K | Cut−$141K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41.1K | $1.38M | −$120.9K | Cut−$879.1K |
| Sanctuary Advisors, LLC | 39.2K | $1.32M | −$115K | Cut−$113K |
| OSAIC HOLDINGS, INC. | 38.9K | $1.31M | −$114.2K | Cut−$733.6K |
| Citadel | 31.7K | $1.07M | — | New |
| Cambridge Advisors Inc. | 31.6K | $1.06M | −$66.7K | Added$231.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 29.3K | $986.4K | −$36.7K | Added$529.7K |
| ROYAL BANK OF CANADA | 29.1K | $980K | −$84.7K | Cut−$61K |
| Independent Advisor Alliance | 29.1K | $979.7K | −$18.7K | Added$747.1K |
| HARMONY ASSET MANAGEMENT LLC | 29K | $977.4K | −$33.3K | Added$562.4K |
| Gambit Capital Management, LLC | 28.3K | $953.5K | −$73.7K | Added$36.1K |
| Flagship Private Wealth, LLC | 28.1K | $945.8K | −$82.6K | Cut−$692.6K |
| Stratos Wealth Advisors, LLC | 25.2K | $849.1K | −$69.2K | Cut−$11.8K |
| Ausdal Financial Partners, Inc. | 25.1K | $845.5K | −$73.9K | Cut−$1.21M |
| LEVEL FOUR ADVISORY SERVICES, LLC | 23.3K | $784.9K | −$68.6K | Cut−$179.9K |
| ENVESTNET ASSET MANAGEMENT INC | 23.2K | $780.4K | — | New |
| JANE STREET GROUP, LLC | 18.9K | $635.3K | −$41K | Added$125.1K |
| GFS Advisors, LLC | 13.7K | $461.5K | −$40.3K | Cut−$69.6K |
| Summit Financial, LLC | 11.7K | $392.5K | −$34.3K | Cut−$2.24M |
| CWM, LLC | 10.5K | $353.1K | $352.7K | Added$352.7K |
| IFP Advisors, Inc | 10.1K | $339.8K | −$16.4K | Added$135K |
| Fortis Group Advisors, LLC | 8.73K | $304.5K | −$9.66K | Cut−$12.6K |
| LeClair Wealth Partners LLC | 8.73K | $293.8K | — | New |
| Blue Water Asset Management | 8.73K | $293.8K | −$25.6K | Cut−$25.1K |
| Steward Partners Investment Advisory, LLC | 7.99K | $268.8K | −$19.1K | Added$30.6K |
| Sigma Planning Corp | 7.39K | $248.8K | −$20.7K | Cut−$9.01K |
| Orion Porfolio Solutions, LLC | 6.58K | $221.4K | −$19.3K | Cut−$45.3K |
| MAI Capital Management | 5.58K | $187.7K | −$16.4K | Cut−$75.9K |
| Holos Integrated Wealth LLC | 3.76K | $126.2K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 1.79K | $59.8K | −$3.44K | Added$15.7K |
| Versant Capital Management, Inc | 1.64K | $55.2K | −$4.82K | Cut−$4.82K |
| Farther Finance Advisors, LLC | 1.55K | $52.6K | −$4.26K | Cut−$4.25K |
| PRIVATE TRUST CO NA | 1.48K | $49.7K | −$4.34K | Cut−$205.7K |
| AE Wealth Management LLC | 730 | $24.6K | — | New |
| Golden State Equity Partners | 718 | $24.2K | — | New |
| MORGAN STANLEY | 630 | $21.2K | −$7 | Added$21.1K |
| Golden State Wealth Management, LLC | 356 | $12K | −$1.05K | Cut−$1.05K |
| Geneos Wealth Management Inc. | 300 | $10.1K | −$882 | Cut−$882 |
| Advisory Services Network, LLC | 251 | $8.45K | −$738 | Cut−$293.5K |
| UBS Group AG | 202 | $6.8K | — | New |
| Rockefeller Capital Management L.P. | 200 | $6.73K | — | New |
| FINANCIAL CONSULATE, INC | 200 | $6.73K | — | New |
| Realta Investment Advisors | 160 | $5.39K | — | New |
| Solstein Capital, LLC | 124 | $4.17K | −$364 | Cut−$913 |
| ASSETMARK, INC | 75 | $2.52K | — | New |
| Thrivent Financial for Lutherans | 73.7K | $2.48K | −$231 | Cut−$724 |
| HRT FINANCIAL LP | 42.4K | $1.43K | — | New |
| True Link Financial Advisors, LLC | 28 | $942 | — | New |
| Cambridge Investment Research Advisors, Inc. | 24.2K | $815 | −$71 | Cut−$106 |
Who left
- FOURPATH CAPITAL MANAGEMENT, LLC$17.6M
- PRIMORIS WEALTH ADVISORS, LLC$3.15M
- FOUNDATIONS INVESTMENT ADVISORS, LLC$2.35M
- B. Riley Wealth Advisors, Inc.$1.52M
- TWO SIGMA INVESTMENTS, LP$1.07M
- WMG Financial Advisors, LLC$1.01M
- Private Advisor Group, LLC$908.8K
- MML INVESTORS SERVICES, LLC$703.9K
- JT Stratford LLC$654.3K
- Essex Financial Services, Inc.$496.3K
- BANK OF MONTREAL /CAN/$439.9K
- Cetera Investment Advisers$388.6K
- GRIFFIN ASSET MANAGEMENT, INC.$335.7K
- Mutual Advisors, LLC$326.2K
- Cauble & Harre Wealth Management, Inc.$304.3K
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.