SIMPLIFY EXCHANGE TRADED FUN (GAEM)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
24
Reporting holders
$20.7M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | $5.6M | 206,978 | 0.03% | 4q | +7.0%+$362.8K |
| Elevated Capital Advisors, LLC | $2.8M | 102,237 | 0.76% | 4q | +8.9%+$225.9K |
| FSA Advisors, Inc. | $1.6M | 58,180 | 0.36% | 3q | +126.2%+$873.6K |
| Key Capital Management, INC | $1.5M | 54,117 | 0.75% | 3q | +8.4%+$112.9K |
| Inspire Advisors, LLC | $1.4M | 50,903 | 0.10% | 3q | -59.0%-$2.0M |
| Encompass More Asset Management | $1.3M | 46,446 | 0.18% | 2q | +4.6%+$55.0K |
| Pekin Hardy Strauss, Inc. | $1.0M | 37,764 | 0.09% | 2q | -0.9%-$9.4K |
| HOWARD BAILEY SECURITIES, LLC | $1.0M | 37,237 | 0.38% | 4q | +1.2%+$11.7K |
| B.O.S.S. Retirement Advisors, LLC | $839.1K | 31,176 | 0.23% | 4q | +7.8%+$61.0K |
| CreativeOne Wealth, LLC | $725.0K | 26,937 | 0.02% | 3q | +88.1%+$339.6K |
| SteelPeak Wealth, LLC | $504.8K | 18,758 | 0.01% | new | NEW |
| Authentikos Wealth Advisory, LLC | $498.1K | 18,506 | 0.32% | 4q | -4.7%-$24.4K |
| Blackston Financial Advisory Group, LLC | $435.3K | 16,172 | 0.25% | 4q | +7.0%+$28.6K |
| Beacon Capital Management, LLC | $426.6K | 15,850 | 0.06% | 4q | -24.8%-$140.4K |
| WINNACLE WEALTH LLC | $361.7K | 13,438 | 0.25% | new | NEW |
| JANE STREET GROUP, LLC | $311.6K | 11,577 | 0.00% | new | NEW |
| Networth Advisors, LLC | $307.9K | 11,440 | 0.18% | 3q | +2.4%+$7.1K |
| Lloyd Advisory Services, LLC. | $165.3K | 6,143 | 0.06% | new | NEW |
| Decker Retirement Planning Inc. | $92.1K | 3,421 | 0.03% | 4q | +1.6%+$1.5K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $47.2K | 1,753 | 0.02% | new | NEW |
| POM Investment Strategies, LLC | $26.5K | 986 | 0.03% | 4q | -57.2%-$35.5K |
| Montgomery Financial Services LLC | $9.5K | 352 | 0.01% | new | FIRST |
| Buck Wealth Strategies, LLC | $9.4K | 348 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $403 | 15 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 24 | $20.7M | 770,734 | 6 | 11 | 5 | 0.0% |
| Q1 2026 | 18 | $18.7M | 722,123 | 2 | 8 | 7 | 0.0% |
| Q4 2025 | 17 | $19.3M | 726,617 | 5 | 7 | 3 | 0.0% |
| Q3 2025 | 11 | $14.1M | 534,223 | 11 | 0 | 0 | 0.0% |
| Q1 2025 | 1 | $212.9K | 8,446 | 0 | 0 | 1 | 0.0% |
| Q4 2024 | 1 | $515.4K | 20,570 | 0 | 1 | 0 | 0.0% |
| Q3 2024 | 1 | $366.9K | 14,244 | 1 | 0 | 0 | 0.0% |