Stock
Simplify Exchange Traded Fun
Ticker not mapped · held by 19 managers
Reported value
$30.9M
Holders
19
+5 new · −8 exited
Holders’ est. mark
$10.4M
Price effect on 14 books still in the name
Largest holder
$11.3M
CWM, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $960.1K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| CWM, LLC | 271.3K | $11.3M | $11.3M | Added$11.3M |
| LPL Financial LLC | 144.7K | $6.02M | −$453.3K | Cut−$1.73M |
| Professional Financial Advisors, LLC | 127.2K | $5.29M | — | New |
| Private Advisor Group, LLC | 57.2K | $2.38M | −$177.7K | Cut−$157K |
| Chicago Partners Investment Group LLC | 29.2K | $1.35M | $26.1K | Added$4.35K |
| SFG Wealth Management, LLC. | 29.6K | $1.23M | −$92.8K | Cut−$3.26M |
| Citadel | 23.1K | $960.1K | −$31.7K | Added$507.7K |
| Total Clarity Wealth Management, Inc. | 21K | $874.1K | −$65.9K | Cut−$1.29M |
| OLD MISSION CAPITAL LLC | 10.1K | $421.7K | — | New |
| OSAIC HOLDINGS, INC. | 9.07K | $377.4K | −$28.4K | Cut−$1.77M |
| JANE STREET GROUP, LLC | 8.2K | $340.8K | — | New |
| RAYMOND JAMES FINANCIAL INC | 7.11K | $295.7K | — | New |
| JPMORGAN CHASE & CO | 346 | $14K | −$1.52K | Cut−$1.52K |
| PRIVATE TRUST CO NA | 303 | $12.6K | −$949 | Cut−$949 |
| UBS Group AG | 172 | $7.15K | −$539 | Cut−$4.38K |
| Larson Financial Group LLC | 115 | $4.79K | −$348 | Cut−$348 |
| MRP Capital Investments, LLC | 30 | $1.25K | −$94 | Cut−$94 |
| ROYAL BANK OF CANADA | 24 | $1K | — | New |
| MORGAN STANLEY | 5 | $225 | −$24 | Cut−$74 |
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.