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

SIMPLIFY EXCHANGE TRADED FUN

XV
Institutions
20
Combined AUM (Q2 2026)
$46.7M
Combined Shares (Q2 2026)
1.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+408,070
13 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-32,803
6 · 2 Exit · ≈
⚖️ Net
+375,267
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$46.7M
Institutions
20
New Buys
4
Adds
9
Reduces
4
Exits
2
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Simplify Asset Management Inc.
0.22%0.23%#4$15.5M624,406$14.7M624,40600.00%Unchanged
PRINCIPAL SECURITIES, INC.
0.1%0.08%#8$8.1M328,521$5.4M229,514+99,007+43.14%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#16$6.5M263,327$4.2M177,608+85,719+48.26%Add
CreativeOne Wealth, LLC
0.13%0.09%#6$6.2M251,782$3.9M165,094+86,688+52.51%Add
Owen LaRue, LLC
0.69%0.73%#1$2.0M80,307$1.9M80,495-188-0.23%Reduce
Millington Financial Advisors, LLC
0.66%0.4%#2$1.7M69,537$946,62838,669+30,868+79.83%Add
Brookwood Investment Group LLC
0.17%0.2%#5$1.5M60,380$1.6M67,700-7,320-10.81%Reduce
OLD MISSION CAPITAL LLC
0.02%0.02%#12$1.2M47,772$1.1M48,059-287-0.60%Reduce
MATHER GROUP, LLC.
0.01%<0.01%#13$988,47439,890$411,54617,468+22,422+128.36%Add
Janney Montgomery Scott LLC
<0.01%#15$863,18634,834$00+34,834New Buy
Brookstone Capital Management
0.01%<0.01%#14$553,01522,317$358,41815,213+7,104+46.70%Add
WealthCare Asset Management, LLC
0.22%0.26%#3$526,98221,266$247,88010,521+10,745+102.13%Add
LANARK FINANCIAL, INC.
0.02%0.01%#11$322,20613,002$138,6565,885+7,117+120.93%Add
Legacy Wealth Managment, LLC/ID
0.12%<0.01%#7$295,30311,917$8,741371+11,546+3,112.13%Add
Crusonia Wealth Advisors LLC
0.04%#10$271,86110,971$00+10,971New Buy
ISLAY CAPITAL MANAGEMENT, LLC
0.06%0.06%#9$130,7155,275$124,2795,27500.00%Unchanged
AE Wealth Management LLC
<0.01%#17$21,360862$00+862New Buy
HARBOUR INVESTMENTS, INC.
<0.01%#18$4,634187$00+187New Buy
Clearstead Advisors, LLC
<0.01%<0.01%#19$1,85975$13,547575-500-86.96%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#20$281$25100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow