DaveManuel.com · Institutional Ownership · Who Owns It
SIMPLIFY EXCHANGE TRADED FUN (PINK)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
76
Reporting holders
$214.2M
Reported value
0.0%
Calls
0.0%
Puts
+14
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 |
|---|---|---|---|---|---|
| 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 |
| Janney Montgomery Scott LLC | $5.7M | 145,502 | 0.01% | new | NEW |
| 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 |
| Thrivent Financial for Lutherans | $3.1M | 78,656 | 0.01% | 5q | +6.7%+$193.8K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $2.1M | 53,520 | 0.00% | 10q | +121.1%+$1.1M |
| 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 |
| 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 |
| BFC Planning, Inc. | $7.5K | 192 | 0.00% | 4q | HELD |
| Solstein Capital, LLC | $4.9K | 124 | 0.00% | 18q | HELD |
| Silver Grove Financial Group, Inc. | $3.1K | 80 | 0.00% | new | NEW |
| AE Wealth Management LLC | $2.3K | 59 | 0.00% | 2q | -91.9%-$26.3K |
| 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 22 | $70.7M | 1,848,685 | 3 | 9 | 6 | 0.0% |
| Q2 2026 | 76 | $214.2M | 5,476,484 | 27 | 27 | 15 | 0.0% |
| Q1 2026 | 62 | $128.1M | 3,802,749 | 13 | 18 | 23 | 0.0% |
| Q4 2025 | 78 | $197.4M | 5,379,858 | 29 | 31 | 7 | 0.0% |
| Q3 2025 | 52 | $85.8M | 2,688,944 | 19 | 15 | 12 | 0.0% |
| Q2 2025 | 41 | $75.4M | 2,512,319 | 5 | 16 | 14 | 0.0% |
| Q1 2025 | 49 | $83.2M | 2,837,354 | 10 | 18 | 16 | 0.0% |
| Q4 2024 | 50 | $77.5M | 2,612,278 | 5 | 8 | 25 | 0.0% |
| Q3 2024 | 64 | $120.4M | 3,674,872 | 24 | 25 | 8 | 0.0% |
| Q2 2024 | 44 | $87.6M | 2,804,158 | 7 | 14 | 18 | 0.0% |
| Q1 2024 | 48 | $65.1M | 2,106,155 | 28 | 11 | 7 | 0.0% |
| Q4 2023 | 23 | $21.7M | 793,160 | 6 | 6 | 6 | 0.0% |
| Q3 2023 | 27 | $21.1M | 841,782 | 10 | 6 | 8 | 0.0% |
| Q2 2023 | 24 | $20.7M | 780,942 | 8 | 9 | 3 | 0.0% |
| Q1 2023 | 19 | $12.2M | 486,503 | 2 | 6 | 5 | 0.0% |
| Q4 2022 | 26 | $15.3M | 585,746 | 9 | 9 | 5 | 0.0% |
| Q3 2022 | 21 | $15.3M | 642,802 | 9 | 3 | 6 | 0.0% |
| Q2 2022 | 15 | $8.5M | 596,036 | 7 | 3 | 5 | 0.0% |
| Q1 2022 | 12 | $43.2M | 1,592,620 | 10 | 1 | 1 | 0.0% |
| Q4 2021 | 4 | $1.1M | 38,555 | 4 | 0 | 0 | 0.0% |