SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | <0.01% | <0.01% | #10 | $7.0M | 148,080 | $6.0M | 144,680 | +3,400+2.35% | Add | |
| Professional Financial Advisors, LLC | 1.07% | 1.08% | #1 | $6.2M | 130,926 | $5.3M | 127,184 | +3,742+2.94% | Add | |
| SFG Wealth Management, LLC. | 0.5% | 0.51% | #2 | $1.4M | 29,425 | $1.2M | 29,616 | -191-0.64% | Reduce | |
| Chicago Partners Investment Group LLC | 0.02% | 0.03% | #7 | $1.2M | 26,319 | $1.3M | 29,176 | -2,857-9.79% | Reduce | |
| Total Clarity Wealth Management, Inc. | 0.21% | 0.21% | #3 | $1.1M | 23,086 | $874,101 | 21,019 | +2,067+9.83% | Add | |
| FLOW TRADERS U.S. LLC | 0.04% | — | #6 | $1.0M | 21,866 | $0 | 0 | +21,866 | New Buy | |
| ARQ WEALTH ADVISORS, LLC | 0.07% | — | #5 | $557,279 | 11,671 | $0 | 0 | +11,671 | New Buy | |
| Private Advisor Group, LLC | <0.01% | 0.01% | #9 | $401,913 | 8,517 | $2.4M | 57,214 | -48,697-85.11% | Reduce | |
| Worth Asset Management, LLC | 0.13% | — | #4 | $396,272 | 8,397 | $0 | 0 | +8,397 | New Buy | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #16 | $309,910 | 6,567 | $960,064 | 23,086 | -16,519-71.55% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #13 | $166,565 | 3,528 | $377,408 | 9,073 | -5,545-61.12% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #17 | $96,838 | 2,052 | $7,153 | 172 | +1,880+1,093.02% | Add | |
| NewEdge Advisors, LLC | <0.01% | <0.01% | #14 | $57,952 | 1,228 | $592,972 | 14,259 | -13,031-91.39% | Reduce | |
| PRIVATE TRUST CO NA | <0.01% | <0.01% | #11 | $14,301 | 303 | $12,602 | 303 | 00.00% | Unchanged | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #19 | $10,603 | 226 | $13,953 | 346 | -120-34.68% | Reduce | |
| Larson Financial Group LLC | <0.01% | <0.01% | #15 | $5,442 | 115 | $4,785 | 115 | 00.00% | Unchanged | |
| Asset Planning,Inc | <0.01% | — | #8 | $3,870 | 82 | $0 | 0 | +82 | New Buy | |
| MRP Capital Investments, LLC | <0.01% | <0.01% | #12 | $1,416 | 30 | $1,248 | 30 | 00.00% | Unchanged | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | <0.01% | — | #18 | $330 | 7 | $0 | 0 | +7 | New Buy | |
| MORGAN STANLEY | <0.01% | <0.01% | #20 | $172 | 3 | $291 | 6 | -3-50.00% | Reduce |