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

SIMPLIFY EXCHANGE TRADED FUN

PINK
Institutions
77
Combined AUM (Q2 2026)
$212.2M
Combined Shares (Q2 2026)
5.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.0M
57 · 29 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-349,324
27 · 12 Exit · ≈
⚖️ Net
+1.6M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$212.2M
Institutions
77
New Buys
29
Adds
28
Reduces
15
Exits
12
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.01%<0.01%#43$27.3M698,169$15.5M461,340+236,829+51.34%Add
WCG Wealth Advisors LLC
0.5%0.47%#8$21.2M540,937$16.9M503,148+37,789+7.51%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.03%0.03%#32$15.4M388,933$12.5M370,233+18,700+5.05%Add
Gladstone Institutional Advisory LLC
0.39%0.43%#9$12.4M315,941$11.7M347,007-31,066-8.95%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#48$12.2M312,603$9.1M270,132+42,471+15.72%Add
NewEdge Advisors, LLC
0.03%#29$10.8M275,933$00+275,933New Buy
HighTower Advisors, LLC
0.01%0.01%#37$10.2M261,171$12.7M377,893-116,722-30.89%Reduce
FOURPATH CAPITAL MANAGEMENT, LLC
1.29%#4$9.8M250,047$00+250,047New Buy
CIBC WORLD MARKET INC.
0.01%0.01%#34$7.5M191,687$6.0M177,677+14,010+7.89%Add
Private Advisor Group, LLC
0.03%#28$7.2M184,344$00+184,344New Buy
LEE DANNER & BASS INC
0.37%0.35%#10$6.4M163,962$5.6M165,477-1,515-0.92%Reduce
Janney Montgomery Scott LLC
0.01%#35$5.7M145,502$00+145,502New Buy
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
0.69%#7$4.6M118,256$00+118,256New Buy
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
2.07%1.97%#2$4.4M112,680$3.8M111,591+1,089+0.98%Add
Ironsides Asset Advisors, LLC
0.88%0.85%#5$3.7M95,660$3.4M100,146-4,486-4.48%Reduce
Copia Wealth Management
2.12%2.06%#1$3.5M90,199$3.0M88,868+1,331+1.50%Add
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#45$3.1M78,656$2.5M73,706+4,950+6.72%Add
Gambit Capital Management, LLC
1.73%0.66%#3$3.0M75,889$953,45328,326+47,563+167.91%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#67$2.7M69,156$980,00029,124+40,032+137.45%Add
Summit Financial, LLC
0.03%0.01%#30$2.6M67,609$392,47611,660+55,949+479.84%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#50$2.6M66,791$1.3M38,853+27,938+71.91%Add
Encompass More Asset Management
0.34%#12$2.4M60,533$00+60,533New Buy
RATIONAL ADVISORS, INC.
0.2%#19$2.2M56,100$00+56,100New Buy
STIFEL FINANCIAL CORP
<0.01%<0.01%#54$2.2M55,278$1.8M54,621+657+1.20%Add
Haven Private, LLC
0.81%0.72%#6$2.1M54,235$1.7M49,135+5,100+10.38%Add
D. E. Shaw & Co., Inc.
<0.01%#59$2.1M53,284$00+53,284New Buy
Sanctuary Advisors, LLC
0.01%0.01%#38$2.0M51,490$1.3M39,167+12,323+31.46%Add
BANK OF MONTREAL /CAN/
<0.01%#66$1.3M37,196$00+37,196New Buy
MML INVESTORS SERVICES, LLC
<0.01%#51$1.3M34,285$00+34,285New Buy
Cambridge Advisors Inc.
0.22%0.21%#18$1.3M32,380$1.1M31,553+827+2.62%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#68$1.2M31,724$780,39923,185+8,539+36.83%Add
HARMONY ASSET MANAGEMENT LLC
0.31%0.3%#14$1.1M29,339$977,38629,037+302+1.04%Add
KENNEDY INVESTMENT GROUP, INC.
0.36%#11$1.1M27,367$00+27,367New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#53$1.0M26,760$815,00024,206+2,554+10.55%Add
Stratos Wealth Advisors, LLC
0.05%0.05%#25$987,86425,232$849,14925,227+5+0.02%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#70$976,01024,930$1.4M41,122-16,192-39.38%Reduce
Flagship Private Wealth, LLC
0.3%0.38%#15$855,50721,852$945,81328,099-6,247-22.23%Reduce
JT Stratford LLC
0.09%#21$776,89319,844$00+19,844New Buy
PRIMORIS WEALTH ADVISORS, LLC
0.34%#13$743,85319,000$00+19,000New Buy
Blue Water Asset Management
0.24%0.1%#17$738,50618,864$293,7998,728+10,136+116.13%Add
NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#64$672,68417,213$59,8451,795+15,418+858.94%Add
Ignite Planners, LLC
0.08%#22$617,90615,729$00+15,729New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#71$615,36015,718$1.1M31,672-15,954-50.37%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#62$609,95015,580$986,38029,304-13,724-46.83%Reduce
WESPAC Advisors, LLC
0.28%#16$574,68314,679$00+14,679New Buy
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#52$531,12413,566$268,8217,986+5,580+69.87%Add
DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%#41$528,72213,616$00+13,616New Buy
Maridea Wealth Management LLC
0.05%#27$466,59011,918$00+11,918New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#72$420,86210,750$635,29918,874-8,124-43.04%Reduce
Independent Advisor Alliance
0.01%0.01%#39$385,8239,855$979,67629,105-19,250-66.14%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow