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

SIMPLIFY EXCHANGE TRADED FUN

RFIX
Institutions
13
Combined AUM (Q2 2026)
$27.8M
Combined Shares (Q2 2026)
709,672
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+74,357
9 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-130,135
6 · 4 Exit · ≈
⚖️ Net
-55,778
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$27.8M
Institutions
13
New Buys
6
Adds
3
Reduces
2
Exits
4
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
JANE STREET GROUP, LLC
<0.01%<0.01%#9$17.0M434,678$21.7M537,078-102,400-19.07%Reduce
True Wealth Design, LLC
1.57%1.89%#1$6.6M168,484$6.8M168,792-308-0.18%Reduce
Journey Advisory Group, LLC
0.17%#2$2.2M56,757$00+56,757New Buy
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#13$559,50814,306$578,82114,30600.00%Unchanged
Mount Lucas Management LP
0.15%0.16%#4$431,26611,027$445,06011,000+27+0.25%Add
OLD MISSION CAPITAL LLC
0.01%<0.01%#6$408,30810,440$205,2535,073+5,367+105.80%Add
LANE BROTHERS & CO INC
0.16%#3$239,4716,123$00+6,123New Buy
AE Wealth Management LLC
<0.01%<0.01%#10$230,4685,893$18,678462+5,431+1,175.54%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#11$51,3121,312$53,0841,31200.00%Unchanged
POM Investment Strategies, LLC
0.01%#5$9,660247$00+247New Buy
Ameritas Advisory Services, LLC
<0.01%#12$8,282212$00+212New Buy
Decker Retirement Planning Inc.
<0.01%#8$4,302110$00+110New Buy
Key Capital Management, INC
<0.01%#7$3,24683$00+83New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow