Stock
Simplify Exchange Traded Fun
Ticker not mapped · held by 30 managers
Reported value
$33.2M
Holders
30
+3 new · −6 exited
Holders’ est. mark
−$1.86M
Price effect on 27 books still in the name
Largest holder
$11.8M
True Wealth Design, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| True Wealth Design, LLC | 902.4K | $11.8M | −$305.5K | Added$699K |
| Heck Capital Advisors, LLC | 365.6K | $4.8M | −$135.2K | Cut−$232.8K |
| Magnolia Private Wealth, LLC | 438.1K | $4.15M | −$1.14M | Added$323K |
| STAPP WEALTH MANAGEMENT, PLLC | 216.4K | $2.84M | −$80.1K | Cut−$691.4K |
| Continuum Advisory, LLC | 155.1K | $2.04M | −$31.1K | Added$902.1K |
| AE Wealth Management LLC | 151.3K | $1.99M | −$56K | Cut−$2.62M |
| PRIVATE CLIENT SERVICES, LLC | 83.9K | $1.1M | −$28.7K | Added$53.3K |
| Whalen Wealth Management Inc. | 63.7K | $836.9K | −$16.3K | Added$241K |
| Hilltop Holdings Inc. | 58.3K | $765.7K | −$21.6K | Cut−$6.39M |
| Inspire Advisors, LLC | 54.9K | $721.1K | — | New |
| CreativeOne Wealth, LLC | 34.3K | $450.2K | −$6.7K | Added$205.7K |
| Great Lakes Retirement, Inc. | 22.6K | $296.4K | −$8.35K | Cut−$47.5K |
| Rinkey Investments | 18K | $236.3K | −$6.66K | Cut−$6.66K |
| Straight Path Wealth Management | 18K | $235.9K | −$6.37K | Added$3.48K |
| Authentikos Wealth Advisory, LLC | 13.8K | $180.7K | −$5.09K | Cut−$88.3K |
| Elevated Capital Advisors, LLC | 12K | $157.3K | −$4.44K | Cut−$646.9K |
| RHS Financial, LLC | 11.8K | $154.9K | — | New |
| OSAIC HOLDINGS, INC. | 10.2K | $133.4K | −$3.84K | Cut−$5.03K |
| IFP Advisors, Inc | 5.19K | $68.1K | −$1.92K | Cut−$59.8K |
| Kingdom Financial Group LLC. | 4.4K | $57.8K | −$1.62K | Cut−$61K |
| Lloyd Advisory Services, LLC. | 4.4K | $57.8K | −$1.62K | Cut−$1.71M |
| Legacy Wealth Managment, LLC/ID | 2.53K | $33.2K | −$934 | Cut−$20.5K |
| Networth Advisors, LLC | 740 | $9.72K | −$273 | Cut−$22.4K |
| Geneos Wealth Management Inc. | 499 | $6.55K | −$184 | Cut−$145 |
| VIRTUS ADVISERS, LLC | 253 | $3.32K | −$92 | Cut−$13 |
| Quest 10 Wealth Builders, Inc. | 197 | $2.59K | −$73 | Cut−$17.4K |
| UBS Group AG | 10 | $131 | −$4 | Cut−$12.9K |
| ASSETMARK, INC | 9 | $118 | −$4 | Cut−$1.21K |
| MORGAN STANLEY | 2 | $29 | −$8 | Cut−$8 |
| HANTZ FINANCIAL SERVICES, INC. | 98 | $1 | — | New |
Who left
- Citadel$1.88M
- JANE STREET GROUP, LLC$1.6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$931.5K
- OLD MISSION CAPITAL LLC$311.2K
- Professional Financial Advisors, LLC$269.4K
- HOWARD BAILEY SECURITIES, LLC$243.2K
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.