Stock
Simplify Exchange Traded Fun
Ticker not mapped · held by 78 managers
Reported value
$56.8M
Holders
78
+13 new · −13 exited
Holders’ est. mark
−$6.96M
Price effect on 65 books still in the name
Largest holder
$10.7M
AE Wealth Management LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| AE Wealth Management LLC | 699.9K | $10.7M | −$1.55M | Cut−$2.69M |
| Elevated Capital Advisors, LLC | 304.6K | $4.67M | −$676.3K | Cut−$2.59M |
| Cavalier Investments, LLC | 260.5K | $4M | — | New |
| Owen LaRue, LLC | 232.8K | $3.57M | −$516.9K | Cut−$2.28M |
| Visionary Wealth Advisors | 177.7K | $2.73M | −$394.4K | Cut−$570.2K |
| Key Capital Management, INC | 170.5K | $2.62M | −$327.6K | Added$24.5K |
| One Capital Management, LLC | 129.7K | $1.99M | −$240.4K | Added$88.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 123K | $1.89M | −$273.1K | Cut−$900.8K |
| HOWARD BAILEY SECURITIES, LLC | 121.6K | $1.87M | −$240K | Cut−$32K |
| B.O.S.S. Retirement Advisors, LLC | 100.2K | $1.54M | −$209K | Cut−$115.3K |
| Legacy Wealth Managment, LLC/ID | 99.9K | $1.53M | −$221.8K | Cut−$259.4K |
| Park Edge Advisors, LLC | 97.7K | $1.5M | −$211.3K | Cut−$173K |
| FSA Advisors, Inc. | 86K | $1.32M | −$191K | Cut−$201.2K |
| CAPTRUST FINANCIAL ADVISORS | 81.5K | $1.25M | −$160.1K | Cut−$16K |
| Beacon Capital Management, LLC | 70.7K | $1.09M | −$157K | Cut−$908.5K |
| Authentikos Wealth Advisory, LLC | 60.4K | $926.5K | −$134.1K | Cut−$215.6K |
| Tactive Advisors, LLC | 57.9K | $887.5K | −$128.4K | Cut−$176.3K |
| Blackston Financial Advisory Group, LLC | 52.9K | $812.2K | −$102.2K | Added$4.1K |
| Claris Financial LLC | 52.6K | $807.3K | −$107.6K | Cut−$44.2K |
| Cambridge Advisors Inc. | 49.5K | $759.2K | −$106.2K | Cut−$81.1K |
| JANE STREET GROUP, LLC | 43.6K | $669.5K | — | New |
| Sigma Planning Corp | 38.9K | $596.3K | −$83.2K | Cut−$61.4K |
| Networth Advisors, LLC | 36.1K | $554K | −$66.5K | Added$28.2K |
| Discipline Wealth Solutions, LLC | 35K | $537.3K | −$77.8K | Cut−$423.3K |
| ENVESTNET ASSET MANAGEMENT INC | 33.1K | $508.2K | −$70.8K | Cut−$51.7K |
| LPL Financial LLC | 33.1K | $507.8K | −$73.5K | Cut−$475.2K |
| MML INVESTORS SERVICES, LLC | 32.5K | $498.7K | −$64.9K | Cut−$14.4K |
| Avidian Wealth Enterprises, LLC | 31.1K | $476.5K | −$69K | Cut−$69K |
| MATHER GROUP, LLC. | 30K | $460.8K | — | New |
| Maridea Wealth Management LLC | 25.6K | $392.5K | — | New |
| Stirlingshire Investments, Inc. | 22.2K | $340.2K | −$49.2K | Cut−$262.4K |
| Summit Financial, LLC | 21.7K | $332.5K | −$48.1K | Cut−$182.6K |
| IMC-Chicago, LLC | 21.2K | $325.1K | — | New |
| Wealthcare Advisory Partners LLC | 18.5K | $284K | −$34.7K | Added$9.11K |
| RFG Advisory, LLC | 18.2K | $279.5K | −$40.5K | Cut−$40.5K |
| Koshinski Asset Management, Inc. | 14.3K | $219.8K | −$26.1K | Added$13.2K |
| Fiduciary Alliance LLC | 13.6K | $217.1K | −$21.3K | Cut−$86K |
| SIMPLEX TRADING, LLC | 12.8K | $196K | — | New |
| Mosley Wealth Management | 10.3K | $185.8K | −$1.24K | Cut−$73.5K |
| Advisor OS, LLC | 12K | $184.8K | −$26.1K | Cut−$21.8K |
| Decker Retirement Planning Inc. | 11.6K | $177.4K | −$25.7K | Cut−$35.5K |
| Ignite Planners, LLC | 11.3K | $173.5K | −$21.4K | Cut−$9.08K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11K | $168.9K | — | New |
| Gaddis Premier Wealth Advisors LLC | 10.5K | $161.1K | — | New |
| J HAGAN CAPITAL, INC. | 10.4K | $159.5K | −$23.1K | Cut−$35.5K |
| Arkadios Wealth Advisors | 10.2K | $156.1K | — | New |
| Arax Advisory Partners | 10.2K | $155.8K | −$22K | Cut−$18.3K |
| OLD MISSION CAPITAL LLC | 10.2K | $155.7K | −$22.5K | Cut−$429K |
| Allworth Financial LP | 10K | $153.4K | −$22.2K | Cut−$22.2K |
| Aptus Capital Advisors, LLC | 8.11K | $124.4K | −$18K | Cut−$37.9K |
| Belvedere Trading LLC | 7.7K | $118.2K | — | New |
| POM Investment Strategies, LLC | 7.43K | $114K | −$16.5K | Cut−$3.49M |
| Luminist Capital LLC | 6.85K | $105.1K | −$11.9K | Added$11.3K |
| Whipplewood Advisors, LLC | 5.7K | $87.4K | −$12.3K | Cut−$9.75K |
| CoreCap Advisors, LLC | 5.57K | $85.4K | −$12.4K | Cut−$14.2K |
| IFP Advisors, Inc | 4.23K | $64.9K | −$8.12K | Added$705 |
| Strive Financial Group ,LLC | 3.62K | $56K | −$7.6K | Cut−$7.6K |
| Anfield Capital Management, LLC | 2.65K | $40.7K | −$5.89K | Cut−$5.89K |
| Farther Finance Advisors, LLC | 2.62K | $40.3K | −$5.68K | Cut−$269.1K |
| JPMORGAN CHASE & CO | 2.55K | $38.5K | — | New |
| HUNTINGTON NATIONAL BANK | 2K | $30.7K | −$4.44K | Cut−$4.44K |
| Sound Income Strategies, LLC | 1.6K | $24.6K | −$3.64K | Cut−$1.56K |
| Clearstead Advisors, LLC | 1.47K | $22.6K | −$2.81K | Added$336 |
| Crewe Advisors LLC | 1.19K | $18.3K | −$2.65K | Cut−$2.65K |
| BlackRock, Inc. | 1.19K | $18.2K | −$2.64K | Cut−$2.64K |
| UBS Group AG | 969 | $14.9K | −$1.34K | Added$4.24K |
| SHP Wealth Management | 763 | $11.7K | −$1.7K | Cut−$16.5K |
| Smartleaf Asset Management LLC | 685 | $10.4K | — | New |
| Triumph Capital Management | 520 | $7.98K | −$1.15K | Cut−$1.15K |
| STANCE CAPITAL LLC | 519 | $7.96K | — | New |
| Root Financial Partners, LLC | 257 | $3.94K | −$570 | Cut−$570 |
| OSAIC HOLDINGS, INC. | 247 | $3.79K | −$548 | Cut−$20.3K |
| DUNCKER STREETT & CO INC | 200 | $3.07K | −$444 | Cut−$444 |
| MRP Capital Investments, LLC | 200 | $3.07K | −$444 | Cut−$444 |
| ROYAL BANK OF CANADA | 114 | $2K | −$140 | Added$1K |
| CWM, LLC | 48 | $738 | $737 | Added$683 |
| MORGAN STANLEY | 3 | $52 | −$7 | Added$10 |
| Larson Financial Group LLC | 1 | $14 | −$1 | Cut−$1 |
Who left
- IEQ CAPITAL, LLC$1.29M
- Andina Capital Management, LLC$802.1K
- BANK OF MONTREAL /CAN/$565.7K
- Guild Investment Management, Inc.$336.9K
- Collaborative Wealth Managment Inc.$290.9K
- COMPASS CAPITAL CORP /MA/ /ADV$285.3K
- Fiscal Wisdom Wealth Management, LLC$276K
- Soltis Investment Advisors LLC$258.4K
- Lloyd Advisory Services, LLC.$247.8K
- Financial Perspectives, Inc$59.1K
- Kestra Advisory Services, LLC$54.9K
- US BANCORP \DE\$15.8K
- TCTC Holdings, LLC$140
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.