# SIMPLIFY EXCHANGE TRADED FUN (GAEM)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/GAEM/

- Reporting holders: 24
- Reported value: $20.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $5.6M | 206,978 | 0.0% | 4 |
| [Elevated Capital Advisors, LLC](https://holderbook.com/funds/1802387-elevated-capital-advisors-llc/) | $2.8M | 102,237 | 0.8% | 4 |
| [FSA Advisors, Inc.](https://holderbook.com/funds/1905627-fsa-advisors-inc/) | $1.6M | 58,180 | 0.4% | 3 |
| [Key Capital Management, INC](https://holderbook.com/funds/2107249-key-capital-management-inc/) | $1.5M | 54,117 | 0.7% | 3 |
| [Inspire Advisors, LLC](https://holderbook.com/funds/1810558-inspire-advisors-llc/) | $1.4M | 50,903 | 0.1% | 3 |
| [Encompass More Asset Management](https://holderbook.com/funds/2011218-encompass-more-asset-management/) | $1.3M | 46,446 | 0.2% | 2 |
| [Pekin Hardy Strauss, Inc.](https://holderbook.com/funds/1020317-pekin-hardy-strauss-inc/) | $1.0M | 37,764 | 0.1% | 2 |
| [HOWARD BAILEY SECURITIES, LLC](https://holderbook.com/funds/2043986-howard-bailey-securities-llc/) | $1.0M | 37,237 | 0.4% | 4 |
| [B.O.S.S. Retirement Advisors, LLC](https://holderbook.com/funds/1964810-b-o-s-s-retirement-advisors-llc/) | $839.1K | 31,176 | 0.2% | 4 |
| [CreativeOne Wealth, LLC](https://holderbook.com/funds/1739728-creativeone-wealth-llc/) | $725.0K | 26,937 | 0.0% | 3 |
| [SteelPeak Wealth, LLC](https://holderbook.com/funds/1801868-steelpeak-wealth-llc/) | $504.8K | 18,758 | 0.0% | 1 |
| [Authentikos Wealth Advisory, LLC](https://holderbook.com/funds/1967054-authentikos-wealth-advisory-llc/) | $498.1K | 18,506 | 0.3% | 4 |
| [Blackston Financial Advisory Group, LLC](https://holderbook.com/funds/1910984-blackston-financial-advisory-group-llc/) | $435.3K | 16,172 | 0.2% | 4 |
| [Beacon Capital Management, LLC](https://holderbook.com/funds/1921487-beacon-capital-management-llc/) | $426.6K | 15,850 | 0.1% | 4 |
| [WINNACLE WEALTH LLC](https://holderbook.com/funds/2079687-winnacle-wealth-llc/) | $361.7K | 13,438 | 0.2% | 1 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $311.6K | 11,577 | 0.0% | 1 |
| [Networth Advisors, LLC](https://holderbook.com/funds/2099019-networth-advisors-llc/) | $307.9K | 11,440 | 0.2% | 3 |
| [Lloyd Advisory Services, LLC.](https://holderbook.com/funds/1802474-lloyd-advisory-services-llc/) | $165.3K | 6,143 | 0.1% | 1 |
| [Decker Retirement Planning Inc.](https://holderbook.com/funds/1975700-decker-retirement-planning-inc/) | $92.1K | 3,421 | 0.0% | 4 |
| [TOUNJIAN ADVISORY PARTNERS, LLC](https://holderbook.com/funds/2039850-tounjian-advisory-partners-llc/) | $47.2K | 1,753 | 0.0% | 1 |
| [POM Investment Strategies, LLC](https://holderbook.com/funds/1906322-pom-investment-strategies-llc/) | $26.5K | 986 | 0.0% | 4 |
| [Montgomery Financial Services LLC](https://holderbook.com/funds/2149844-montgomery-financial-services-llc/) | $9.5K | 352 | 0.0% | 1 |
| [Buck Wealth Strategies, LLC](https://holderbook.com/funds/1973259-buck-wealth-strategies-llc/) | $9.4K | 348 | 0.0% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $403 | 15 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 24 | $20.7M |
| Q1 2026 | 18 | $18.7M |
| Q4 2025 | 17 | $19.3M |
| Q3 2025 | 11 | $14.1M |
| Q1 2025 | 1 | $212.9K |
| Q4 2024 | 1 | $515.4K |
| Q3 2024 | 1 | $366.9K |