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

SIMPLIFY EXCHANGE TRADED FUN

HIGH
Institutions
40
Combined AUM (Q2 2026)
$37.6M
Combined Shares (Q2 2026)
1.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+125,539
17 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-503,522
27 · 9 Exit · ≈
⚖️ Net
-377,983
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$37.6M
Institutions
40
New Buys
7
Adds
10
Reduces
18
Exits
9
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PRINCIPAL SECURITIES, INC.
0.15%0.18%#4$12.3M570,535$12.5M588,013-17,478-2.97%Reduce
LPL Financial LLC
<0.01%<0.01%#22$5.9M270,501$6.1M285,784-15,283-5.35%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#23$5.3M244,573$5.7M267,617-23,044-8.61%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#17$2.5M114,829$2.5M119,424-4,595-3.85%Reduce
WealthPlan Investment Management, LLC
0.11%0.14%#7$2.1M99,386$2.5M119,357-19,971-16.73%Reduce
OLD MISSION CAPITAL LLC
0.03%0.01%#9$2.1M97,555$877,20241,106+56,449+137.33%Add
Legacy Wealth Managment, LLC/ID
0.55%0.45%#1$1.3M61,667$901,26442,233+19,434+46.02%Add
WealthPLAN Partners, LLC
0.18%0.3%#3$924,17142,726$1.5M71,568-28,842-40.30%Reduce
TME FINANCIAL, INC.
0.53%0.65%#2$866,28540,050$944,19144,245-4,195-9.48%Reduce
AE Wealth Management LLC
<0.01%<0.01%#18$597,49027,624$595,10527,887-263-0.94%Reduce
HRT FINANCIAL LP
<0.01%#25$439,75920,331$00+20,331New Buy
Summit Financial, LLC
<0.01%0.01%#14$427,83619,780$698,11832,714-12,934-39.54%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#26$350,78716,218$278,28013,040+3,178+24.37%Add
Mosley Wealth Management
0.11%0.08%#6$336,99815,580$185,4198,030+7,550+94.02%Add
Redhawk Wealth Advisors, Inc.
0.03%0.03%#11$257,13411,888$250,19711,724+164+1.40%Add
MATHER GROUP, LLC.
<0.01%0.01%#19$257,09411,886$699,65332,786-20,900-63.75%Reduce
PANORAMIC INVESTMENT ADVISORS, LLC
0.12%0.14%#5$256,31611,850$252,87911,85000.00%Unchanged
Integrated Advisors Network LLC
0.01%0.02%#13$240,05411,098$286,27513,415-2,317-17.27%Reduce
CITADEL ADVISORS LLC
<0.01%#31$219,37110,142$00+10,142New Buy
IFP Advisors, Inc
<0.01%0.01%#16$212,7319,835$245,45311,502-1,667-14.49%Reduce
Elevated Capital Advisors, LLC
0.06%0.09%#8$205,8879,519$357,35016,746-7,227-43.16%Reduce
Arax Advisory Partners
<0.01%<0.01%#27$104,8774,848$80,6833,781+1,067+28.22%Add
LANARK FINANCIAL, INC.
<0.01%<0.01%#15$66,4903,074$18,651874+2,200+251.72%Add
Larson Financial Group LLC
<0.01%<0.01%#21$52,5722,430$51,1532,397+33+1.38%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%#30$51,9122,400$00+2,400New Buy
Key Capital Management, INC
0.02%0.02%#12$30,3901,405$31,6051,481-76-5.13%Reduce
Luminist Capital LLC
0.03%0.04%#10$29,3741,358$33,0381,548-190-12.27%Reduce
SouthState Bank Corp
<0.01%#24$27,2971,262$00+1,262New Buy
BlackRock, Inc.
<0.01%<0.01%#36$22,7761,053$2,241105+948+902.86%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#34$14,000660$77,0003,615-2,955-81.74%Reduce
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#28$11,053511$7,106333+178+53.45%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#29$9,193425$70,4433,301-2,876-87.13%Reduce
UBS Group AG
<0.01%<0.01%#35$8,652400$27,2731,278-878-68.70%Reduce
TOUNJIAN ADVISORY PARTNERS, LLC
<0.01%#20$4,336200$00+200New Buy
NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#33$2,877133$2,82213300.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#38$402$00+2New Buy
MORGAN STANLEY
<0.01%<0.01%#40$221$27100.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#37$211$20100.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#39$201$23100.00%Unchanged
Lloyd Advisory Services, LLC.
<0.01%#32$121$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow