SIMPLIFY EXCHANGE TRADED FUN (HIGH)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
39
Reporting holders
$37.1M
Reported value
0.0%
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 |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | $12.3M | 570,535 | 0.15% | 11q | -3.0%-$378.0K |
| LPL Financial LLC | $5.9M | 270,501 | 0.00% | 11q | -5.3%-$330.6K |
| ENVESTNET ASSET MANAGEMENT INC | $5.3M | 244,573 | 0.00% | 11q | -8.6%-$498.4K |
| OSAIC HOLDINGS, INC. | $2.5M | 114,829 | 0.00% | 13q | -3.8%-$99.4K |
| WealthPlan Investment Management, LLC | $2.1M | 99,386 | 0.11% | 10q | -16.7%-$432.0K |
| OLD MISSION CAPITAL LLC | $2.1M | 97,555 | 0.03% | 4q | +137.3%+$1.2M |
| Legacy Wealth Managment, LLC/ID | $1.3M | 61,667 | 0.55% | 8q | +46.0%+$420.4K |
| WealthPLAN Partners, LLC | $924.2K | 42,726 | 0.18% | 10q | -40.3%-$623.9K |
| TME FINANCIAL, INC. | $866.3K | 40,050 | 0.53% | 7q | -9.5%-$90.7K |
| AE Wealth Management LLC | $597.5K | 27,624 | 0.00% | 11q | -0.9%-$5.7K |
| Summit Financial, LLC | $427.8K | 19,780 | 0.00% | 4q | -39.5%-$279.8K |
| MML INVESTORS SERVICES, LLC | $350.8K | 16,218 | 0.00% | 2q | +24.4%+$68.7K |
| Mosley Wealth Management | $337.0K | 15,580 | 0.11% | 2q | +94.0%+$163.3K |
| Redhawk Wealth Advisors, Inc. | $257.1K | 11,888 | 0.03% | 9q | +1.4%+$3.5K |
| MATHER GROUP, LLC. | $257.1K | 11,886 | 0.00% | 2q | -63.7%-$452.1K |
| PANORAMIC INVESTMENT ADVISORS, LLC | $256.3K | 11,850 | 0.12% | 8q | HELD |
| Integrated Advisors Network LLC | $240.1K | 11,098 | 0.01% | 5q | -17.3%-$50.1K |
| CITADEL ADVISORS LLC | $219.4K | 10,142 | 0.00% | new | NEW |
| IFP Advisors, Inc | $212.7K | 9,835 | 0.00% | 11q | -14.5%-$36.1K |
| Elevated Capital Advisors, LLC | $205.9K | 9,519 | 0.06% | 7q | -43.2%-$156.3K |
| Arax Advisory Partners | $104.9K | 4,848 | 0.00% | 12q | +28.2%+$23.1K |
| LANARK FINANCIAL, INC. | $66.5K | 3,074 | 0.00% | 3q | +251.7%+$47.6K |
| Larson Financial Group LLC | $52.6K | 2,430 | 0.00% | 6q | +1.4% |
| PNC Financial Services Group, Inc. | $51.9K | 2,400 | 0.00% | new | NEW |
| Key Capital Management, INC | $30.4K | 1,405 | 0.02% | 3q | -5.1%-$1.6K |
| Luminist Capital LLC | $29.4K | 1,358 | 0.03% | 7q | -12.3%-$4.1K |
| SouthState Bank Corp | $27.3K | 1,262 | 0.00% | new | NEW |
| BlackRock, Inc. | $22.8K | 1,053 | 0.00% | 2q | +902.9%+$20.5K |
| ROYAL BANK OF CANADA | $14.0K | 660 | 0.00% | 8q | -81.7%-$62.7K |
| HARBOUR INVESTMENTS, INC. | $11.1K | 511 | 0.00% | 10q | +53.5%+$3.9K |
| Steward Partners Investment Advisory, LLC | $9.2K | 425 | 0.00% | 8q | -87.1%-$62.2K |
| UBS Group AG | $8.7K | 400 | 0.00% | 10q | -68.7%-$19.0K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $4.3K | 200 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $2.9K | 133 | 0.00% | 10q | HELD |
| HRT FINANCIAL LP | $439 | 20,331 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $40 | 2 | 0.00% | new | NEW |
| MORGAN STANLEY | $36 | 1 | 0.00% | 11q | HELD |
| Farther Finance Advisors, LLC | $21 | 1 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $20 | 1 | 0.00% | 11q | -50.0% |
| Lloyd Advisory Services, LLC. | $12 | 1 | 0.00% | new | NEW |
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 | 39 | $37.1M | 1,717,407 | 6 | 10 | 19 | 0.0% |
| Q1 2026 | 42 | $45.2M | 2,115,722 | 6 | 10 | 22 | 0.0% |
| Q4 2025 | 51 | $88.8M | 3,978,716 | 5 | 10 | 23 | 0.0% |
| Q3 2025 | 52 | $119.5M | 5,174,283 | 8 | 24 | 14 | 0.0% |
| Q2 2025 | 55 | $122.3M | 5,065,090 | 9 | 24 | 16 | 0.0% |
| Q1 2025 | 58 | $110.6M | 5,011,917 | 9 | 14 | 26 | 0.0% |
| Q4 2024 | 86 | $175.4M | 7,614,419 | 13 | 28 | 32 | 0.0% |
| Q3 2024 | 79 | $198.8M | 8,475,870 | 15 | 32 | 24 | 0.0% |
| Q2 2024 | 75 | $221.3M | 9,108,987 | 13 | 33 | 20 | 0.0% |
| Q1 2024 | 71 | $221.0M | 9,404,809 | 22 | 25 | 21 | 0.0% |
| Q4 2023 | 52 | $130.8M | 5,357,797 | 36 | 9 | 3 | 0.0% |
| Q3 2023 | 16 | $33.4M | 1,341,482 | 11 | 3 | 2 | 0.0% |
| Q2 2023 | 8 | $14.6M | 584,566 | 7 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $1.8M | 72,258 | 0 | 2 | 0 | 0.0% |
| Q4 2022 | 4 | $1.3M | 52,624 | 4 | 0 | 0 | 0.0% |