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

SIMPLIFY EXCHANGE TRADED FUN

FOXY
Institutions
46
Combined AUM (Q2 2026)
$145.7M
Combined Shares (Q2 2026)
4.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.9M
39 · 18 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-70,839
9 · 3 Exit · ≈
⚖️ Net
+1.9M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$145.7M
Institutions
46
New Buys
18
Adds
21
Reduces
6
Exits
3
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Gradient Investments LLC
0.49%#13$35.4M1.2M$00+1.2MNew Buy
AE Wealth Management LLC
0.08%0.08%#23$16.4M551,834$15.0M512,020+39,814+7.78%Add
BNP PARIBAS FINANCIAL MARKETS
0.01%0.01%#34$12.7M427,035$12.5M426,687+348+0.08%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#41$9.4M314,840$8.1M276,000+38,840+14.07%Add
Elevated Capital Advisors, LLC
2.24%1.8%#2$8.1M273,420$7.1M243,929+29,491+12.09%Add
PRINCIPAL SECURITIES, INC.
0.08%0.06%#22$6.4M213,835$4.3M146,122+67,713+46.34%Add
CITIGROUP INC
<0.01%<0.01%#38$5.3M177,600$5.2M177,60000.00%Unchanged
Encompass More Asset Management
0.76%0.64%#7$5.2M174,857$3.8M130,010+44,847+34.50%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#40$4.4M147,884$2.3M77,211+70,673+91.53%Add
Key Capital Management, INC
2.26%2.62%#1$4.4M147,315$4.0M135,453+11,862+8.76%Add
Park Edge Advisors, LLC
0.76%0.87%#8$3.6M120,373$3.8M128,359-7,986-6.22%Reduce
Pekin Hardy Strauss, Inc.
0.28%0.23%#15$3.2M106,956$2.2M74,790+32,166+43.01%Add
HOWARD BAILEY SECURITIES, LLC
1.17%1.24%#3$3.1M104,465$3.0M103,529+936+0.90%Add
CreativeOne Wealth, LLC
0.06%0.08%#27$2.8M94,370$3.3M111,364-16,994-15.26%Reduce
B.O.S.S. Retirement Advisors, LLC
0.69%0.71%#10$2.6M85,893$2.3M79,799+6,094+7.64%Add
JANE STREET GROUP, LLC
<0.01%#42$2.5M84,172$00+84,172New Buy
FSA Advisors, Inc.
1.1%1.36%#4$2.4M80,187$2.1M70,422+9,765+13.87%Add
Brown Financial Advisors
0.59%#11$1.7M56,984$00+56,984New Buy
Authentikos Wealth Advisory, LLC
1.03%1.02%#5$1.6M54,267$1.5M51,917+2,350+4.53%Add
Janney Montgomery Scott LLC
<0.01%#37$1.4M48,463$00+48,463New Buy
Paladin Wealth, LLC
0.77%#6$1.3M44,227$00+44,227New Buy
Blackston Financial Advisory Group, LLC
0.74%0.75%#9$1.3M43,783$1.2M40,922+2,861+6.99%Add
Beacon Capital Management, LLC
0.19%0.29%#18$1.3M43,066$1.6M56,005-12,939-23.10%Reduce
Networth Advisors, LLC
0.55%0.62%#12$944,11331,692$879,80230,089+1,603+5.33%Add
MATHER GROUP, LLC.
0.01%0.01%#33$845,20228,372$1.1M37,382-9,010-24.10%Reduce
Mattson Financial Services, LLC
0.17%#19$835,44628,533$00+28,533New Buy
WealthCare Asset Management, LLC
0.33%0.41%#14$794,81226,680$384,66013,155+13,525+102.81%Add
Mosley Wealth Management
0.21%#16$663,20122,263$00+22,263New Buy
CITADEL ADVISORS LLC
<0.01%#46$636,34421,361$00+21,361New Buy
Belpointe Asset Management LLC
0.02%0.02%#30$622,86320,908$562,92819,252+1,656+8.60%Add
Maridea Wealth Management LLC
0.07%#25$619,59020,799$00+20,799New Buy
Lloyd Advisory Services, LLC.
0.19%#17$489,93716,446$00+16,446New Buy
Altiora Financial Group, LLC
0.07%0.06%#24$454,33715,251$382,36813,077+2,174+16.62%Add
Summit Global Investments
0.03%0.02%#28$444,94314,936$320,00010,954+3,982+36.35%Add
Sowell Financial Services LLC
0.01%#32$389,50813,075$00+13,075New Buy
&PARTNERS
<0.01%#39$321,48910,792$00+10,792New Buy
Decker Retirement Planning Inc.
0.09%0.12%#20$265,9128,926$261,7408,951-25-0.28%Reduce
LANARK FINANCIAL, INC.
0.02%0.01%#31$265,2798,905$74,4742,547+6,358+249.63%Add
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#36$263,0778,831$228,5027,815+1,016+13.00%Add
TOUNJIAN ADVISORY PARTNERS, LLC
0.06%#26$142,4484,782$00+4,782New Buy
POM Investment Strategies, LLC
0.09%0.23%#21$76,5902,571$181,4056,204-3,633-58.56%Reduce
Buck Wealth Strategies, LLC
<0.01%#35$29,492990$00+990New Buy
Montgomery Financial Services LLC
0.03%#29$28,837968$00+968New Buy
Steward Partners Investment Advisory, LLC
<0.01%#44$14,895500$00+500New Buy
HARBOUR INVESTMENTS, INC.
<0.01%#45$5,511185$00+185New Buy
Global Retirement Partners, LLC
<0.01%#43$5,362180$00+180New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow