Simplify Exchange Traded Funds - HIGH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 599,795 | 13,381 | 0.21% | 0.2% | 1 | +78,956 | 15.16% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 536,199 | 11,962 | 0.07% | 0.12% | 2 | -309,713 | -36.61% | Q4 2025 | Jan 26, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 420,805 | 9,388 | 2.19% | 2.0% | 3 | +72,510 | 20.82% | Q4 2025 | Jan 27, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 353,781 | 7,892 | 0.5% | 0.86% | 4 | -205,885 | -36.79% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 295,843 | 6,600 | 0.0% | 0.0% | 5 | +8,121 | 2.82% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 288,462 | 6,435 | 0.0% | 0.0% | 6 | +46,405 | 19.17% | Q4 2025 | Feb 10, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 152,194 | 3,395 | 1.75% | 3.92% | 7 | -160,223 | -51.28% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 136,196 | 3,038 | 0.0% | 0.01% | 8 | -22,973 | -14.43% | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | New | 99,631 | 2,222 | 2.2% | — | 9 | +99,631 | New | Q4 2025 | Jan 26, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 93,014 | 2,075 | 0.31% | 0.37% | 10 | -14,859 | -13.77% | Q4 2025 | Feb 12, 2026 |
| Encompass More Asset Management | History | Added to | 90,554 | 2,020 | 0.37% | 0.39% | 11 | +2,127 | 2.41% | Q4 2025 | Feb 03, 2026 |
| Altiora Financial Group, LLC | History | New | 88,800 | 1,981 | 0.34% | — | 12 | +88,800 | New | Q4 2025 | Feb 12, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 83,991 | 1,873 | 1.46% | 1.79% | 13 | -11,333 | -11.89% | Q4 2025 | Jan 14, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 82,454 | 1,839 | 0.29% | 1.76% | 14 | -453,057 | -84.6% | Q4 2025 | Feb 13, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 80,330 | 1,792 | 0.71% | 0.77% | 15 | -37,565 | -31.86% | Q4 2025 | Feb 11, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 66,624 | 1,486 | 0.47% | 0.27% | 16 | +17,125 | 34.6% | Q4 2025 | Feb 02, 2026 |
| FSA Advisors, Inc. | History | New | 62,589 | 1,396 | 0.97% | — | 17 | +62,589 | New | Q4 2025 | Feb 02, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 50,805 | 1,133 | 0.54% | 0.87% | 18 | -32,199 | -38.79% | Q4 2025 | Feb 03, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 48,310 | 1,077 | 0.71% | 1.22% | 19 | -31,473 | -39.45% | Q4 2025 | Feb 06, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 47,068 | 1,050 | 0.74% | 1.16% | 20 | -19,784 | -29.59% | Q4 2025 | Jan 27, 2026 |
| Summit Financial, LLC | History | Reduced | 35,265 | 786 | 0.01% | 0.01% | 21 | -1,533 | -4.17% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 31,925 | 712 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 30,170 | 673 | 0.41% | 0.54% | 23 | -9,035 | -23.05% | Q4 2025 | Feb 06, 2026 |
| Networth Advisors, LLC | History | New | 21,420 | 477 | 0.35% | — | 24 | +21,420 | New | Q4 2025 | Jan 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 17,931 | 400 | 0.0% | 0.01% | 25 | -21,625 | -54.67% | Q4 2025 | Feb 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 17,697 | 394 | 0.04% | 0.09% | 26 | -14,186 | -44.49% | Q4 2025 | Jan 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 14,837 | 331 | 0.01% | 0.02% | 27 | -3,185 | -17.67% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 13,267 | 295 | 0.01% | 0.03% | 28 | -41,358 | -75.71% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 12,321 | 274 | 0.0% | 0.0% | 29 | +3,342 | 37.22% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 12,227 | 273 | 0.0% | — | 30 | +12,227 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,052 | 268 | 0.0% | 0.0% | 31 | +19 | 0.16% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 11,743 | 261 | 0.01% | 0.01% | 32 | -3 | -0.03% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,671 | 260 | 0.0% | — | 33 | +11,671 | New | Q4 2025 | Feb 17, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 10,460 | 233 | 0.09% | — | 34 | +10,460 | New | Q4 2025 | Feb 06, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 10,350 | 230 | 0.12% | 0.15% | 35 | -950 | -8.41% | Q4 2025 | Feb 05, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 9,625 | 214 | 0.02% | 0.04% | 36 | -6,700 | -41.04% | Q4 2025 | Jan 30, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 8,566 | 191 | 0.09% | 0.35% | 37 | -18,913 | -68.83% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Reduced | 3,755 | 83 | 0.0% | 0.01% | 38 | -24,138 | -86.54% | Q4 2025 | Feb 13, 2026 |
| Whipplewood Advisors, LLC | History | No change | 2,909 | 64 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | New | 2,747 | 61 | 0.0% | — | 40 | +2,747 | New | Q4 2025 | Jan 29, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,769 | 61 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 2,361 | 52 | 0.0% | 0.0% | 42 | +44 | 1.9% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 2,133 | 47 | 0.0% | 0.0% | 43 | -3,701 | -63.44% | Q4 2025 | Jan 29, 2026 |
| Luminist Capital LLC | History | Reduced | 1,539 | 34 | 0.04% | 0.04% | 44 | -344 | -18.27% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,125 | 25 | 0.0% | 0.0% | 45 | +651 | 137.34% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 252 | 5 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 133 | 2 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -98,197 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,588 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,967 | -100.0% | Q3 2025 | Nov 13, 2025 |
| J HAGAN CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.25% | — | -17,979 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BlackDiamond Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -8,788 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,037 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Signature Equity Partners, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |