13FBOX
SIMPLIFY EXCHANGE TRADED FUN · 13F Institutional Holdings
Options Calculator Rankings
S

SIMPLIFY EXCHANGE TRADED FUN

GAEM
Institutions
24
Combined AUM (Q2 2026)
$20.0M
Combined Shares (Q2 2026)
741,644
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+100,551
18 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-81,030
6 · 1 Exit · ≈
⚖️ Net
+19,521
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$20.0M
Institutions
24
New Buys
7
Adds
11
Reduces
5
Exits
1
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AE Wealth Management LLC
0.03%0.03%#17$5.6M206,978$5.0M193,498+13,480+6.97%Add
Elevated Capital Advisors, LLC
0.76%0.61%#1$2.8M102,237$2.4M93,843+8,394+8.94%Add
Key Capital Management, INC
0.75%0.85%#2$1.5M54,117$1.3M49,922+4,195+8.40%Add
Inspire Advisors, LLC
0.09%0.26%#11$1.4M50,903$3.2M124,031-73,128-58.96%Reduce
Encompass More Asset Management
0.18%0.19%#9$1.3M46,446$1.1M44,403+2,043+4.60%Add
Pekin Hardy Strauss, Inc.
0.09%0.1%#12$1.0M37,764$986,77138,114-350-0.92%Reduce
HOWARD BAILEY SECURITIES, LLC
0.38%0.39%#3$1.0M37,237$952,82836,803+434+1.18%Add
B.O.S.S. Retirement Advisors, LLC
0.23%0.23%#8$839,06931,176$748,41728,908+2,268+7.85%Add
FSA Advisors, Inc.
0.36%0.44%#4$782,93229,090$665,94325,722+3,368+13.09%Add
CreativeOne Wealth, LLC
0.02%0.01%#19$724,98126,937$370,68314,318+12,619+88.13%Add
SteelPeak Wealth, LLC
0.01%#20$504,84018,758$00+18,758New Buy
Authentikos Wealth Advisory, LLC
0.32%0.34%#5$498,07118,506$502,58219,412-906-4.67%Reduce
Blackston Financial Advisory Group, LLC
0.25%0.25%#7$435,25416,172$391,17215,109+1,063+7.04%Add
Beacon Capital Management, LLC
0.06%0.1%#14$426,59615,850$545,38821,066-5,216-24.76%Reduce
WINNACLE WEALTH LLC
0.25%#6$361,66713,438$00+13,438New Buy
JANE STREET GROUP, LLC
<0.01%#23$311,58211,577$00+11,577New Buy
Networth Advisors, LLC
0.18%0.2%#10$307,90511,440$289,34711,176+264+2.36%Add
Lloyd Advisory Services, LLC.
0.06%#13$165,3266,143$00+6,143New Buy
Decker Retirement Planning Inc.
0.03%0.04%#15$92,0753,421$87,1713,367+54+1.60%Add
TOUNJIAN ADVISORY PARTNERS, LLC
0.02%#18$47,1741,753$00+1,753New Buy
POM Investment Strategies, LLC
0.03%0.07%#16$26,528986$59,6762,305-1,319-57.22%Reduce
Montgomery Financial Services LLC
0.01%#21$9,474352$00+352New Buy
Buck Wealth Strategies, LLC
<0.01%#22$9,366348$00+348New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#24$40315$3881500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow