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%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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% |