SIMPLIFY EXCHANGE TRADED FUN (HARD)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
21
Reporting holders
$30.9M
Reported value
0.8%
Held as options
-3
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 |
|---|---|---|---|---|---|
| Encompass More Asset Management | $9.7M | 328,252 | 1.42% | 6q | -19.0%-$2.3M |
| Longview Financial Advisors, Inc. | $7.1M | 240,644 | 4.17% | 5q | +4.7%+$322.1K |
| AE Wealth Management LLC | $4.1M | 137,844 | 0.02% | 7q | +14.8%+$528.2K |
| BLVD Private Wealth, LLC | $2.4M | 79,590 | 1.75% | 2q | +19.1%+$379.1K |
| Park Edge Advisors, LLC | $1.6M | 53,003 | 0.33% | 11q | -0.9%-$14.5K |
| Global View Capital Management LLC | $1.6M | 52,571 | 0.32% | 6q | +65.4%+$616.4K |
| HighTower Advisors, LLC | $670.7K | 22,612 | 0.00% | 3q | -9.3%-$68.6K |
| JANE STREET GROUP, LLC | $595.7K | 20,083 | 0.00% | new | NEW |
| Tidal Investments LLC | $564.8K | 19,041 | 0.00% | 2q | -4.8%-$28.4K |
| LANE BROTHERS & CO INC | $552.4K | 18,626 | 0.36% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $547.2K | 18,448 | 0.00% | 6q | -91.0%-$5.5M |
| Bluesphere Advisors LLC | $306.8K | 10,344 | 0.09% | 5q | HELD |
| Stratos Wealth Partners, LTD. | $299.1K | 10,083 | 0.00% | 5q | -29.2%-$123.2K |
| Straight Path Wealth Management | $297.3K | 10,025 | 0.07% | 5q | +2.8%+$8.2K |
| MML INVESTORS SERVICES, LLC | $267.6K | 9,022 | 0.00% | 2q | -94.9%-$5.0M |
| Belvedere Trading LLC | $234.3K | options only | 0.00% | 2q | OPTIONS |
| Global Retirement Partners, LLC | $52.7K | 1,776 | 0.00% | 3q | +10.8%+$5.1K |
| MATHER GROUP, LLC. | $15.3K | 515 | 0.00% | 2q | -73.4%-$42.1K |
| OSAIC HOLDINGS, INC. | $7.6K | 255 | 0.00% | 5q | -94.3%-$126.3K |
| FLOW TRADERS U.S. LLC | $1.2K | 40,723 | 0.05% | new | NEW |
| ROYAL BANK OF CANADA | $1.0K | 41 | 0.00% | new | NEW |
| Summit Global Investments | $470 | 15,862 | 0.03% | 2q | +34.2% |
| MORGAN STANLEY | $31 | 1 | 0.00% | 7q | -99.2%-$3.8K |
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 | 21 | $30.9M | 1,032,776 | 3 | 6 | 10 | 0.8% |
| Q1 2026 | 24 | $60.6M | 1,704,046 | 8 | 10 | 4 | 0.5% |
| Q4 2025 | 23 | $23.6M | 787,699 | 6 | 11 | 3 | 0.9% |
| Q3 2025 | 22 | $18.7M | 612,441 | 5 | 10 | 5 | 1.2% |
| Q2 2025 | 22 | $17.8M | 632,155 | 9 | 5 | 4 | 0.0% |
| Q1 2025 | 19 | $23.7M | 780,392 | 14 | 2 | 1 | 0.0% |
| Q4 2024 | 9 | $3.5M | 86,209 | 4 | 3 | 2 | 32.5% |
| Q3 2024 | 6 | $2.0M | 79,128 | 0 | 3 | 3 | 0.0% |
| Q2 2024 | 10 | $6.3M | 261,858 | 4 | 1 | 4 | 0.0% |
| Q1 2024 | 6 | $4.7M | 201,762 | 0 | 1 | 2 | 0.0% |
| Q4 2023 | 8 | $6.7M | 285,640 | 3 | 2 | 2 | 0.0% |
| Q3 2023 | 6 | $6.4M | 252,251 | 3 | 0 | 3 | 0.0% |
| Q2 2023 | 3 | $3.2M | 131,519 | 2 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $2.9M | 114,805 | 2 | 0 | 0 | 0.0% |