SIMPLIFY US EQUITY PLUS MANAGED FUTURES 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| MATHER GROUP, LLC. | 0.13% | 0.08% | #5 | $15.4M | 583,086 | $8.2M | 307,750 | +275,336+89.47% | Add | |
| MML INVESTORS SERVICES, LLC | 0.01% | — | #10 | $7.3M | 274,867 | $0 | 0 | +274,867 | New Buy | |
| Tactive Advisors, LLC | 0.71% | — | #1 | $2.9M | 109,411 | $0 | 0 | +109,411 | New Buy | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | — | #17 | $2.8M | 105,028 | $0 | 0 | +105,028 | New Buy | |
| Simplify Asset Management Inc. | 0.04% | 0.04% | #9 | $2.6M | 100,000 | $2.7M | 100,000 | 00.00% | Unchanged | |
| Kensington Asset Management, LLC | 0.14% | — | #4 | $2.6M | 100,000 | $0 | 0 | +100,000 | New Buy | |
| Professional Financial Advisors, LLC | 0.4% | 0.42% | #2 | $2.3M | 87,942 | $2.1M | 76,807 | +11,135+14.50% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #15 | $2.1M | 78,163 | $2.0M | 74,002 | +4,161+5.62% | Add | |
| WEDBUSH SECURITIES INC | 0.05% | 0.03% | #8 | $2.0M | 77,078 | $1.1M | 41,240 | +35,838+86.90% | Add | |
| Kestra Advisory Services, LLC | 0.01% | — | #12 | $1.7M | 64,469 | $0 | 0 | +64,469 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #18 | $802,257 | 30,561 | $3,838 | 145 | +30,416+20,976.55% | Add | |
| Pekin Hardy Strauss, Inc. | 0.06% | 0.06% | #7 | $701,872 | 26,576 | $572,340 | 21,370 | +5,206+24.36% | Add | |
| Triton Wealth Management, PLLC | 0.15% | 0.18% | #3 | $482,001 | 18,126 | $491,636 | 18,493 | -367-1.98% | Reduce | |
| Magnolia Private Wealth, LLC | 0.13% | 0.28% | #6 | $447,338 | 16,938 | $417,890 | 15,603 | +1,335+8.56% | Add | |
| Chicago Partners Investment Group LLC | <0.01% | — | #14 | $203,888 | 7,159 | $0 | 0 | +7,159 | New Buy | |
| Reyes Financial Architecture, Inc. | 0.01% | — | #11 | $23,082 | 874 | $0 | 0 | +874 | New Buy | |
| Caitlin John, LLC | <0.01% | — | #13 | $8,900 | 337 | $0 | 0 | +337 | New Buy | |
| Deane Retirement Strategies, Inc. | <0.01% | <0.01% | #16 | $3,991 | 149 | $3,991 | 149 | 00.00% | Unchanged |