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

SIMPLIFY EXCHANGE TRADED FUN

HARD
Institutions
23
Combined AUM (Q2 2026)
$32.5M
Combined Shares (Q2 2026)
1.1M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+147,898
12 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-774,183
16 · 7 Exit · ≈
⚖️ Net
-626,285
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$32.5M
Institutions
23
New Buys
5
Adds
7
Reduces
9
Exits
7
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Encompass More Asset Management
1.42%2.4%#3$9.7M328,252$14.3M405,214-76,962-18.99%Reduce
Longview Financial Advisors, Inc.
4.17%4.97%#1$7.1M240,644$8.1M229,783+10,861+4.73%Add
AE Wealth Management LLC
0.02%0.02%#11$4.1M137,844$4.2M120,037+17,807+14.83%Add
BLVD Private Wealth, LLC
1.75%2.05%#2$2.4M79,590$2.4M66,808+12,782+19.13%Add
Park Edge Advisors, LLC
0.33%0.44%#5$1.6M53,003$1.9M53,492-489-0.91%Reduce
Global View Capital Management LLC
0.32%0.3%#6$1.6M52,571$1.1M31,788+20,783+65.38%Add
FLOW TRADERS U.S. LLC
0.05%#9$1.2M40,723$00+40,723New Buy
HighTower Advisors, LLC
<0.01%<0.01%#15$670,67522,612$881,54724,925-2,313-9.28%Reduce
JANE STREET GROUP, LLC
<0.01%#20$595,66220,083$00+20,083New Buy
Tidal Investments LLC
<0.01%<0.01%#13$564,75619,041$717,40020,000-959-4.80%Reduce
LANE BROTHERS & CO INC
0.36%#4$552,44718,626$00+18,626New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#19$547,17018,448$7.2M203,946-185,498-90.95%Reduce
Summit Global Investments
0.03%0.03%#10$470,46715,862$418,00011,821+4,041+34.18%Add
Bluesphere Advisors LLC
0.09%0.13%#7$306,80310,344$365,86710,34400.00%Unchanged
Stratos Wealth Partners, LTD.
<0.01%0.01%#12$299,06210,083$503,56314,237-4,154-29.18%Reduce
Straight Path Wealth Management
0.07%0.09%#8$297,34210,025$344,8589,750+275+2.82%Add
MML INVESTORS SERVICES, LLC
<0.01%0.02%#16$267,5849,022$6.3M177,393-168,371-94.91%Reduce
Belvedere Trading LLC
<0.01%<0.01%#17$234,3147,900$275,8867,800+100+1.28%Add
Global Retirement Partners, LLC
<0.01%#14$52,6861,776$00+1,776New Buy
MATHER GROUP, LLC.
<0.01%<0.01%#18$15,275515$68,4761,936-1,421-73.40%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#21$7,563255$159,6254,513-4,258-94.35%Reduce
ROYAL BANK OF CANADA
<0.01%#22$1,00041$00+41New Buy
MORGAN STANLEY
<0.01%<0.01%#23$311$31100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow