SIMPLIFY EXCHANGE TRADED FUN (PINK)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
74
Reporting holders
$203.4M
Reported value
0.0%
Held as options
+16
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $27.3M | 698,169 | 0.01% | 13q | +51.3%+$9.3M |
| WCG Wealth Advisors LLC | $21.2M | 540,937 | 0.50% | 3q | +7.5%+$1.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.4M | 388,933 | 0.03% | 10q | +5.1%+$740.7K |
| Gladstone Institutional Advisory LLC | $12.4M | 315,941 | 0.39% | 13q | -9.0%-$1.2M |
| RAYMOND JAMES FINANCIAL INC | $12.2M | 312,603 | 0.00% | 7q | +15.7%+$1.7M |
| NewEdge Advisors, LLC | $10.8M | 275,933 | 0.03% | new | NEW |
| HighTower Advisors, LLC | $10.2M | 261,171 | 0.01% | 16q | -30.9%-$4.6M |
| FOURPATH CAPITAL MANAGEMENT, LLC | $9.8M | 250,047 | 1.29% | new | NEW |
| CIBC WORLD MARKET INC. | $7.5M | 191,687 | 0.01% | 15q | +7.9%+$548.5K |
| Private Advisor Group, LLC | $7.2M | 184,344 | 0.03% | new | NEW |
| LEE DANNER & BASS INC | $6.4M | 163,962 | 0.37% | 15q | -0.9%-$59.3K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $4.6M | 118,256 | 0.69% | new | NEW |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $4.4M | 112,680 | 2.07% | 3q | +1.0%+$42.6K |
| Ironsides Asset Advisors, LLC | $3.7M | 95,660 | 0.88% | 8q | -4.5%-$175.6K |
| Copia Wealth Management | $3.5M | 90,199 | 2.12% | 7q | +1.5%+$52.1K |
| Gambit Capital Management, LLC | $3.0M | 75,889 | 1.73% | 3q | +167.9%+$1.9M |
| ROYAL BANK OF CANADA | $2.7M | 69,156 | 0.00% | 17q | +137.5%+$1.6M |
| Summit Financial, LLC | $2.6M | 67,609 | 0.03% | 3q | +479.8%+$2.2M |
| OSAIC HOLDINGS, INC. | $2.6M | 66,791 | 0.00% | 18q | +71.9%+$1.1M |
| Encompass More Asset Management | $2.4M | 60,533 | 0.34% | new | NEW |
| RATIONAL ADVISORS, INC. | $2.2M | 56,100 | 0.20% | new | NEW |
| STIFEL FINANCIAL CORP | $2.2M | 55,278 | 0.00% | 3q | +1.2%+$25.7K |
| Haven Private, LLC | $2.1M | 54,235 | 0.81% | 7q | +10.4%+$199.7K |
| D. E. Shaw & Co., Inc. | $2.1M | 53,284 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $2.0M | 51,490 | 0.01% | 9q | +31.5%+$482.4K |
| BANK OF MONTREAL /CAN/ | $1.3M | 37,196 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $1.3M | 34,285 | 0.00% | new | NEW |
| Cambridge Advisors Inc. | $1.3M | 32,380 | 0.22% | 6q | +2.6%+$32.4K |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 31,724 | 0.00% | 2q | +36.8%+$334.3K |
| HARMONY ASSET MANAGEMENT LLC | $1.1M | 29,339 | 0.31% | 4q | +1.0%+$11.8K |
| KENNEDY INVESTMENT GROUP, INC. | $1.1M | 27,367 | 0.36% | new | NEW |
| Stratos Wealth Advisors, LLC | $987.9K | 25,232 | 0.05% | 8q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $976.0K | 24,930 | 0.00% | 4q | -39.4%-$633.9K |
| Flagship Private Wealth, LLC | $855.5K | 21,852 | 0.30% | 3q | -22.2%-$244.6K |
| JT Stratford LLC | $776.9K | 19,844 | 0.09% | new | NEW |
| PRIMORIS WEALTH ADVISORS, LLC | $743.9K | 19,000 | 0.34% | new | NEW |
| Blue Water Asset Management | $738.5K | 18,864 | 0.24% | 3q | +116.1%+$396.8K |
| NATIONAL BANK OF CANADA /FI/ | $672.7K | 17,213 | 0.00% | 3q | +858.9%+$602.5K |
| GFS Advisors, LLC | $670.3K | 24,440 | 0.04% | 7q | +78.3%+$294.3K |
| Ignite Planners, LLC | $617.9K | 15,729 | 0.08% | new | NEW |
| CITADEL ADVISORS LLC | $615.4K | 15,718 | 0.00% | 2q | -50.4%-$624.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $610.0K | 15,580 | 0.00% | 10q | -46.8%-$537.3K |
| WESPAC Advisors, LLC | $574.7K | 14,679 | 0.28% | new | NEW |
| Steward Partners Investment Advisory, LLC | $531.1K | 13,566 | 0.00% | 5q | +69.9%+$218.5K |
| Diversify Advisory Services, LLC | $528.7K | 13,616 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $528.7K | 13,616 | 0.01% | new | NEW |
| Maridea Wealth Management LLC | $466.6K | 11,918 | 0.05% | new | NEW |
| JANE STREET GROUP, LLC | $420.9K | 10,750 | 0.00% | 4q | -43.0%-$318.1K |
| Independent Advisor Alliance | $385.8K | 9,855 | 0.01% | 3q | -66.1%-$753.6K |
| Fortis Group Advisors, LLC | $339.1K | 8,661 | 0.05% | 3q | -0.8%-$2.7K |
| IFP Advisors, Inc | $336.5K | 8,594 | 0.01% | 18q | -14.9%-$58.7K |
| Mutual Advisors, LLC | $328.9K | 8,400 | 0.01% | new | NEW |
| Fielder Capital Group LLC | $322.2K | 8,230 | 0.07% | new | NEW |
| Sigma Planning Corp | $282.9K | 7,227 | 0.01% | 4q | -2.2%-$6.4K |
| Focus Partners Wealth | $252.9K | 6,460 | 0.00% | new | NEW |
| &PARTNERS | $233.8K | 5,972 | 0.00% | new | NEW |
| North Forty Two & Co. | $227.1K | 5,800 | 0.19% | new | NEW |
| Orion Porfolio Solutions, LLC | $219.9K | 5,616 | 0.00% | 8q | -14.6%-$37.6K |
| MAI Capital Management | $218.3K | 5,575 | 0.00% | 4q | HELD |
| Geneos Wealth Management Inc. | $208.0K | 5,314 | 0.00% | 3q | +1671.3%+$196.3K |
| Holos Integrated Wealth LLC | $149.9K | 3,757 | 0.07% | 2q | HELD |
| PRIVATE TRUST CO NA | $124.5K | 3,180 | 0.01% | 4q | +115.4%+$66.7K |
| Integrated Wealth Concepts LLC | $106.7K | 2,725 | 0.00% | new | NEW |
| Realta Investment Advisors | $84.4K | 2,155 | 0.03% | 2q | +1246.9%+$78.1K |
| Farther Finance Advisors, LLC | $76.5K | 1,953 | 0.00% | 3q | +25.8%+$15.7K |
| MORGAN STANLEY | $24.7K | 631 | 0.00% | 3q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $19.6K | 500 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $14.8K | 379 | 0.00% | new | NEW |
| Golden State Wealth Management, LLC | $13.9K | 356 | 0.00% | 3q | HELD |
| Janney Montgomery Scott LLC | $5.7K | 145,502 | 0.01% | new | NEW |
| Solstein Capital, LLC | $4.9K | 124 | 0.00% | 18q | HELD |
| Silver Grove Financial Group, Inc. | $3.1K | 80 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $3.1K | 78,656 | 0.01% | 5q | +6.7% |
| AE Wealth Management LLC | $2.3K | 59 | 0.00% | 2q | -91.9%-$26.3K |
| Cambridge Investment Research Advisors, Inc. | $2.1K | 53,520 | 0.00% | 10q | +121.1%+$1.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.3K | 32 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $431 | 11 | 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 | 74 | $203.4M | 5,201,371 | 28 | 25 | 15 | 0.0% |
| Q1 2026 | 58 | $123.3M | 3,662,214 | 12 | 17 | 21 | 0.0% |
| Q4 2025 | 73 | $192.5M | 5,247,664 | 28 | 28 | 7 | 0.0% |
| Q3 2025 | 47 | $82.2M | 2,575,007 | 18 | 14 | 10 | 0.0% |
| Q2 2025 | 35 | $73.2M | 2,438,227 | 3 | 15 | 11 | 0.0% |
| Q1 2025 | 45 | $81.4M | 2,776,756 | 10 | 16 | 14 | 0.0% |
| Q4 2024 | 44 | $71.6M | 2,411,394 | 4 | 6 | 22 | 0.0% |
| Q3 2024 | 56 | $109.6M | 3,345,450 | 23 | 19 | 7 | 0.0% |
| Q2 2024 | 37 | $78.7M | 2,520,990 | 7 | 8 | 17 | 0.0% |
| Q1 2024 | 39 | $59.8M | 1,935,031 | 20 | 10 | 7 | 0.0% |
| Q4 2023 | 21 | $17.5M | 641,167 | 6 | 5 | 5 | 0.0% |
| Q3 2023 | 23 | $16.8M | 668,329 | 8 | 5 | 7 | 0.0% |
| Q2 2023 | 22 | $16.9M | 637,384 | 8 | 7 | 3 | 0.0% |
| Q1 2023 | 17 | $8.9M | 353,620 | 2 | 5 | 4 | 0.0% |
| Q4 2022 | 21 | $11.4M | 436,990 | 7 | 8 | 3 | 0.0% |
| Q3 2022 | 21 | $12.9M | 542,902 | 9 | 3 | 6 | 0.0% |
| Q2 2022 | 15 | $6.1M | 496,136 | 7 | 3 | 5 | 0.0% |
| Q1 2022 | 12 | $4.8M | 178,036 | 10 | 1 | 1 | 0.0% |
| Q4 2021 | 4 | $1.1M | 38,555 | 4 | 0 | 0 | 0.0% |