Simplify Exchange Traded Funds - GAEM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | History | Added to | 218,261 | 5,811 | 0.03% | 0.03% | 1 | +29,174 | 15.43% | Q4 2025 | Jan 26, 2026 |
| Inspire Advisors, LLC | History | New | 130,501 | 3,474 | 0.32% | — | 2 | +130,501 | New | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 91,720 | 2,442 | 0.57% | 0.49% | 3 | +16,874 | 22.54% | Q4 2025 | Jan 27, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 64,247 | 1,710 | 0.88% | 0.97% | 4 | -3,661 | -5.39% | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | New | 42,474 | 1,130 | 1.12% | — | 5 | +42,474 | New | Q4 2025 | Jan 26, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 32,902 | 876 | 0.35% | 0.22% | 6 | +3,924 | 13.54% | Q4 2025 | Feb 11, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 32,752 | 872 | 0.14% | 0.47% | 7 | -92,919 | -73.94% | Q4 2025 | Feb 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 26,965 | 718 | 0.23% | 0.07% | 8 | +16,315 | 153.19% | Q4 2025 | Feb 02, 2026 |
| FSA Advisors, Inc. | History | New | 25,404 | 676 | 0.47% | — | 9 | +25,404 | New | Q4 2025 | Feb 02, 2026 |
| Authentikos Wealth Advisory, LLC | History | Added to | 20,899 | 556 | 0.37% | 0.34% | 10 | +1,660 | 8.63% | Q4 2025 | Feb 06, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 13,007 | 346 | 0.21% | 0.13% | 11 | +4,539 | 53.6% | Q4 2025 | Feb 06, 2026 |
| CreativeOne Wealth, LLC | History | New | 9,533 | 253 | 0.01% | — | 12 | +9,533 | New | Q4 2025 | Feb 13, 2026 |
| Networth Advisors, LLC | History | New | 9,219 | 245 | 0.18% | — | 13 | +9,219 | New | Q4 2025 | Jan 22, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 4,593 | 122 | 0.05% | — | 14 | +4,593 | New | Q4 2025 | Feb 06, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 3,651 | 97 | 0.05% | 0.09% | 15 | -2,538 | -41.01% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | Added to | 474 | 12 | 0.0% | 0.0% | 16 | +370 | 355.77% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 17, 2026 |