Simplify Exchange Traded Funds - HIGH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | History | Reduced | 588,013 | 12,548 | 0.18% | 0.21% | 1 | -11,782 | -1.96% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 285,784 | 6,098 | 0.0% | 0.0% | 2 | -10,059 | -3.4% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 267,617 | 5,710 | 0.0% | 0.0% | 3 | -20,845 | -7.23% | Q1 2026 | May 04, 2026 |
| Altiora Financial Group, LLC | History | Added to | 229,662 | 4,900 | 0.81% | 0.34% | 4 | +140,862 | 158.63% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 119,424 | 2,548 | 0.0% | 0.0% | 5 | -16,772 | -12.31% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 119,357 | 2,547 | 0.14% | 0.5% | 6 | -234,424 | -66.26% | Q1 2026 | Apr 29, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 71,568 | 1,527 | 0.3% | 0.31% | 7 | -21,446 | -23.06% | Q1 2026 | Apr 29, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 44,245 | 944 | 0.65% | 0.74% | 8 | -2,823 | -6.0% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 42,233 | 901 | 0.45% | 0.54% | 9 | -8,572 | -16.87% | Q1 2026 | May 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 41,106 | 877 | 0.01% | 0.01% | 10 | +27,839 | 209.84% | Q1 2026 | May 15, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 34,910 | 744 | 0.63% | 1.46% | 11 | -49,081 | -58.44% | Q1 2026 | Apr 24, 2026 |
| MATHER GROUP, LLC. | History | New | 32,786 | 699 | 0.01% | — | 12 | +32,786 | New | Q1 2026 | Apr 13, 2026 |
| Summit Financial, LLC | History | Reduced | 32,714 | 698 | 0.01% | 0.01% | 13 | -2,551 | -7.23% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,512 | 672 | 0.0% | 0.0% | 14 | +19,841 | 170.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 27,887 | 595 | 0.0% | 0.07% | 15 | -508,312 | -94.8% | Q1 2026 | May 13, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 16,746 | 357 | 0.09% | 2.19% | 16 | -404,059 | -96.02% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | New | 15,445 | 329 | 0.0% | — | 17 | +15,445 | New | Q1 2026 | May 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 13,415 | 286 | 0.02% | 0.01% | 18 | -1,422 | -9.58% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 13,040 | 278 | 0.0% | — | 19 | +13,040 | New | Q1 2026 | May 04, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 11,850 | 252 | 0.14% | 0.12% | 20 | +1,500 | 14.49% | Q1 2026 | May 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 11,724 | 250 | 0.03% | 0.04% | 21 | -5,973 | -33.75% | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 11,502 | 245 | 0.01% | 0.01% | 22 | -241 | -2.05% | Q1 2026 | Apr 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 10,228 | 218 | 0.0% | 0.0% | 23 | -2,093 | -16.99% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 10,082 | 215 | 0.0% | 0.0% | 24 | -1,970 | -16.35% | Q1 2026 | Apr 30, 2026 |
| Mosley Wealth Management | History | New | 8,030 | 185 | 0.08% | — | 25 | +8,030 | New | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Added to | 3,781 | 80 | 0.0% | 0.0% | 26 | +26 | 0.69% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,615 | 77 | 0.0% | 0.0% | 27 | -8,612 | -70.43% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,301 | 70 | 0.0% | 0.0% | 28 | -14,630 | -81.59% | Q1 2026 | May 08, 2026 |
| Whipplewood Advisors, LLC | History | No change | 2,909 | 62 | 0.03% | 0.04% | 29 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,796 | 59 | 0.0% | 0.0% | 30 | +27 | 0.98% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 2,397 | 51 | 0.0% | 0.0% | 31 | +36 | 1.52% | Q1 2026 | May 15, 2026 |
| Luminist Capital LLC | History | Added to | 1,548 | 33 | 0.04% | 0.04% | 32 | +9 | 0.58% | Q1 2026 | Apr 24, 2026 |
| Key Capital Management, INC | History | Reduced | 1,481 | 31 | 0.02% | 2.2% | 33 | -98,150 | -98.51% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Reduced | 1,278 | 27 | 0.0% | 0.0% | 34 | -855 | -40.08% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 874 | 18 | 0.0% | 0.0% | 35 | -1,873 | -68.18% | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 333 | 7 | 0.0% | 0.0% | 36 | +81 | 32.14% | Q1 2026 | May 15, 2026 |
| MOTCO | History | New | 287 | 6 | 0.0% | — | 37 | +287 | New | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | New | 105 | 2 | 0.0% | — | 39 | +105 | New | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 133 | 2 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 1.75% | — | -152,194 | -100.0% | Q1 2026 | May 11, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.37% | — | -90,554 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Beacon Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -82,454 | -100.0% | Q1 2026 | May 11, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -80,330 | -100.0% | Q1 2026 | Apr 23, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -66,624 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.97% | — | -62,589 | -100.0% | Q1 2026 | May 06, 2026 |
| Authentikos Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -48,310 | -100.0% | Q1 2026 | May 07, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,925 | -100.0% | Q1 2026 | May 14, 2026 |
| Blackston Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -30,170 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Networth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -21,420 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.09% | — | -10,460 | -100.0% | Q1 2026 | May 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,625 | -100.0% | Q1 2026 | May 06, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -8,566 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,125 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |