DaveManuel.com · Institutional Ownership · Who Owns It
SIMPLIFY EXCHANGE TRADED FUN (HARD)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
23
Reporting holders
$32.5M
Reported value
0.7%
Calls
0.0%
Puts
-2
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 |
|---|---|---|---|---|---|
| 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 |
| FLOW TRADERS U.S. LLC | $1.2M | 40,723 | 0.05% | new | NEW |
| 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 |
| Summit Global Investments | $470.0K | 15,862 | 0.03% | 2q | +34.2%+$119.7K |
| 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 CALL+PUT | 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 |
| ROYAL BANK OF CANADA | $1.0K | 41 | 0.00% | new | NEW |
| 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10 | $21.5M | 637,563 | 1 | 6 | 2 | 0.0% |
| Q2 2026 | 23 | $32.5M | 1,089,361 | 4 | 7 | 10 | 0.7% |
| Q1 2026 | 25 | $61.0M | 1,715,867 | 9 | 10 | 4 | 0.5% |
| Q4 2025 | 24 | $23.7M | 791,538 | 6 | 12 | 3 | 0.9% |
| Q3 2025 | 23 | $18.7M | 612,761 | 5 | 11 | 5 | 1.2% |
| Q2 2025 | 24 | $18.6M | 661,554 | 10 | 5 | 5 | 0.0% |
| Q1 2025 | 22 | $26.0M | 852,639 | 16 | 3 | 1 | 0.0% |
| Q4 2024 | 10 | $3.5M | 86,272 | 5 | 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% |