SIMPLIFY EXCHANGE TRADED FUNDS HIGH YIELD 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.74% | 0.79% | #8 | $41.0M | 1.9M | $38.9M | 1.8M | +117,249+6.43% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% | 0.01% | #53 | $35.0M | 1.7M | $31.9M | 1.5M | +159,062+10.63% | Add | |
| AE Wealth Management LLC | 0.12% | 0.15% | #22 | $25.0M | 1.2M | $27.0M | 1.3M | -80,224-6.34% | Reduce | |
| Park Edge Advisors, LLC | 3.43% | 3.72% | #1 | $16.3M | 772,287 | $16.1M | 755,936 | +16,351+2.16% | Add | |
| Insight Wealth Strategies, LLC | 1.56% | 1.62% | #3 | $16.0M | 764,328 | $14.5M | 680,098 | +84,230+12.38% | Add | |
| Altiora Financial Group, LLC | 1.91% | 3.16% | #2 | $12.1M | 572,852 | $19.2M | 898,970 | -326,118-36.28% | Reduce | |
| PRINCIPAL SECURITIES, INC. | 0.11% | 0.12% | #24 | $9.1M | 432,404 | $8.1M | 378,392 | +54,012+14.27% | Add | |
| DRIVE WEALTH MANAGEMENT, LLC | 1.41% | 1.79% | #4 | $7.9M | 374,924 | $8.5M | 396,511 | -21,587-5.44% | Reduce | |
| Orion Porfolio Solutions, LLC | 0.06% | 0.06% | #30 | $7.9M | 373,393 | $7.1M | 333,447 | +39,946+11.98% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #66 | $7.8M | 367,962 | $12.5M | 586,651 | -218,689-37.28% | Reduce | |
| FLAGSHIP HARBOR ADVISORS, LLC | 0.26% | 0.27% | #16 | $6.7M | 318,211 | $6.1M | 286,313 | +31,898+11.14% | Add | |
| Meridian Wealth Management, LLC | 0.2% | 0.23% | #17 | $6.6M | 314,635 | $6.6M | 308,412 | +6,223+2.02% | Add | |
| Soltis Investment Advisors LLC | 0.32% | 0.23% | #13 | $5.8M | 273,003 | $3.7M | 172,003 | +101,000+58.72% | Add | |
| Envestnet Portfolio Solutions, Inc. | 0.03% | 0.03% | #42 | $5.6M | 267,497 | $5.2M | 241,758 | +25,739+10.65% | Add | |
| WCG Wealth Advisors LLC | 0.13% | 0.1% | #21 | $5.4M | 256,662 | $3.7M | 173,191 | +83,471+48.20% | Add | |
| OSAIC HOLDINGS, INC. | 0.01% | 0.01% | #54 | $5.3M | 250,086 | $5.2M | 243,113 | +6,973+2.87% | Add | |
| SlateStone Wealth, LLC | 0.38% | — | #11 | $4.9M | 232,405 | $0 | 0 | +232,405 | New Buy | |
| ADAPT WEALTH ADVISORS, LLC | 1.39% | 1.66% | #5 | $4.3M | 201,459 | $4.6M | 214,160 | -12,701-5.93% | Reduce | |
| Focus Partners Wealth | <0.01% | <0.01% | #57 | $4.2M | 199,619 | $4.2M | 196,137 | +3,482+1.78% | Add | |
| Security National Bank | 0.44% | 0.68% | #10 | $3.7M | 173,368 | $4.7M | 218,388 | -45,020-20.61% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | 0.01% | #56 | $3.6M | 172,024 | $4.0M | 189,421 | -17,397-9.18% | Reduce | |
| FIFTH THIRD SECURITIES, INC. | 0.2% | 0.18% | #18 | $3.5M | 165,206 | $2.8M | 130,418 | +34,788+26.67% | Add | |
| Steward Partners Investment Advisory, LLC | 0.01% | 0.02% | #48 | $2.9M | 138,183 | $3.1M | 142,941 | -4,758-3.33% | Reduce | |
| Janney Montgomery Scott LLC | 0.01% | <0.01% | #55 | $2.8M | 134,820 | $1.5M | 71,939 | +62,881+87.41% | Add | |
| Kingsview Wealth Management, LLC | 0.05% | 0.04% | #36 | $2.7M | 124,698 | $2.7M | 124,698 | 00.00% | Unchanged | |
| Centennial Wealth Advisory LLC | 0.45% | 0.51% | #9 | $2.1M | 99,052 | $2.1M | 98,145 | +907+0.92% | Add | |
| Pekin Hardy Strauss, Inc. | 0.18% | 0.27% | #20 | $2.0M | 96,820 | $2.6M | 119,716 | -22,896-19.13% | Reduce | |
| Arkadios Wealth Advisors | 0.03% | — | #43 | $1.7M | 82,136 | $0 | 0 | +82,136 | New Buy | |
| Advisor OS, LLC | 0.11% | — | #23 | $1.7M | 79,922 | $0 | 0 | +79,922 | New Buy | |
| SILVER OAK SECURITIES, INCORPORATED | 0.08% | 0.1% | #28 | $1.3M | 62,272 | $1.3M | 63,002 | -730-1.16% | Reduce | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #79 | $1.3M | 60,280 | $2.3M | 107,640 | -47,360-44.00% | Reduce | |
| Advisory Services Network, LLC | 0.01% | 0.02% | #49 | $1.3M | 59,261 | $1.3M | 59,293 | -32-0.05% | Reduce | |
| TD Waterhouse Canada Inc. | <0.01% | <0.01% | #60 | $1.1M | 54,500 | $1.0M | 48,600 | +5,900+12.14% | Add | |
| Retirement Planning Group, LLC | 0.03% | 0.03% | #40 | $1.1M | 53,616 | $878,707 | 41,177 | +12,439+30.21% | Add | |
| Mosley Wealth Management | 0.35% | — | #12 | $1.1M | 51,665 | $0 | 0 | +51,665 | New Buy | |
| CIBC WORLD MARKET INC. | <0.01% | <0.01% | #68 | $981,024 | 46,450 | $983,753 | 46,099 | +351+0.76% | Add | |
| CreativeOne Wealth, LLC | 0.02% | 0.02% | #46 | $970,410 | 45,947 | $680,853 | 31,905 | +14,042+44.01% | Add | |
| Independent Wealth Advisors LLC | 0.88% | 2.15% | #6 | $968,299 | 45,848 | $2.2M | 102,390 | -56,542-55.22% | Reduce | |
| MML INVESTORS SERVICES, LLC | <0.01% | <0.01% | #63 | $933,631 | 44,206 | $919,424 | 43,085 | +1,121+2.60% | Add | |
| Regatta Research & Money Management | 0.86% | — | #7 | $914,459 | 43,300 | $0 | 0 | +43,300 | New Buy | |
| WealthCare Asset Management, LLC | 0.3% | 0.38% | #14 | $720,796 | 34,128 | $358,540 | 16,801 | +17,327+103.13% | Add | |
| Belpointe Asset Management LLC | 0.02% | 0.02% | #44 | $707,122 | 33,481 | $672,381 | 31,508 | +1,973+6.26% | Add | |
| Almanack Investment Partners, LLC. | 0.09% | 0.31% | #26 | $699,030 | 33,098 | $1.9M | 86,975 | -53,877-61.95% | Reduce | |
| Advisor Resource Council | 0.19% | 0.2% | #19 | $671,103 | 32,003 | $625,454 | 29,309 | +2,694+9.19% | Add | |
| Cooper Financial Group | 0.05% | 0.06% | #33 | $634,107 | 30,024 | $640,712 | 30,024 | 00.00% | Unchanged | |
| NORDEN GROUP LLC | 0.05% | — | #35 | $614,425 | 29,092 | $0 | 0 | +29,092 | New Buy | |
| NewEdge Advisors, LLC | <0.01% | 0.02% | #65 | $592,954 | 28,075 | $4.8M | 226,089 | -198,014-87.58% | Reduce | |
| Synergy Asset Management, LLC | 0.05% | — | #34 | $539,722 | 25,555 | $0 | 0 | +25,555 | New Buy | |
| BayBridge Capital Group, LLC | 0.28% | 0.14% | #15 | $537,420 | 25,446 | $227,533 | 10,217 | +15,229+149.06% | Add | |
| SteelPeak Wealth, LLC | 0.01% | — | #50 | $497,250 | 23,544 | $0 | 0 | +23,544 | New Buy |