Simplify Exchange Traded Funds - PINK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 698,169 | 27,333 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WCG Wealth Advisors LLC | History | No change | 540,937 | 21,177 | 0.5% | 0.5% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 388,933 | 15,405 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 315,941 | 12,369 | 0.39% | 0.39% | 4 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 312,603 | 12,238 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 275,933 | 10,802 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 261,171 | 10,224 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 250,047 | 9,789 | 1.29% | 1.29% | 8 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 191,687 | 7,504 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 184,344 | 7,217 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LEE DANNER & BASS INC | History | No change | 163,962 | 6,419 | 0.37% | 0.37% | 11 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 145,502 | 5,696 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 118,256 | 4,629 | 0.69% | 0.69% | 13 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | No change | 112,680 | 4,411 | 2.07% | 2.07% | 14 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 95,660 | 3,745 | 0.88% | 0.88% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Copia Wealth Management | History | No change | 90,199 | 3,531 | 2.12% | 2.12% | 16 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 78,656 | 3,079 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gambit Capital Management, LLC | History | No change | 75,889 | 2,971 | 1.73% | 1.73% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 69,156 | 2,707 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 67,609 | 2,646 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 66,791 | 2,615 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Encompass More Asset Management | History | No change | 60,533 | 2,369 | 0.34% | 0.34% | 22 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 56,100 | 2,196 | 0.2% | 0.2% | 23 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 55,278 | 2,164 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Haven Private, LLC | History | No change | 54,235 | 2,123 | 0.81% | 0.81% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 53,284 | 2,086 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 51,490 | 2,015 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 37,196 | 1,345 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 34,285 | 1,342 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Advisors Inc. | History | No change | 32,380 | 1,267 | 0.22% | 0.22% | 30 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 31,724 | 1,242 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 29,339 | 1,148 | 0.31% | 0.31% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | No change | 27,367 | 1,071 | 0.36% | 0.36% | 33 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 26,760 | 1,048 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 25,232 | 987 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 24,930 | 976 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Flagship Private Wealth, LLC | History | No change | 21,852 | 855 | 0.3% | 0.3% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JT Stratford LLC | History | No change | 19,844 | 776 | 0.09% | 0.09% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 19,000 | 743 | 0.34% | 0.34% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Blue Water Asset Management | History | No change | 18,864 | 738 | 0.24% | 0.24% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 17,213 | 672 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ignite Planners, LLC | History | No change | 15,729 | 617 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 15,718 | 615 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 15,580 | 609 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WESPAC Advisors, LLC | History | No change | 14,679 | 574 | 0.28% | 0.28% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GFS Advisors, LLC | History | No change | 10,480 | 546 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13,566 | 531 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 13,616 | 528 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 13,616 | 528 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Maridea Wealth Management LLC | History | No change | 11,918 | 466 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 10,750 | 420 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 9,855 | 385 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortis Group Advisors, LLC | History | No change | 8,661 | 339 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | No change | 8,594 | 336 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mutual Advisors, LLC | History | No change | 8,400 | 328 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fielder Capital Group LLC | History | No change | 8,230 | 322 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | No change | 7,227 | 282 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 6,460 | 252 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 5,972 | 233 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Forty Two & Co. | History | No change | 5,800 | 227 | 0.19% | 0.19% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 5,616 | 219 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 5,575 | 218 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,314 | 208 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Holos Integrated Wealth LLC | History | No change | 3,757 | 149 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,180 | 124 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Realta Investment Advisors | History | No change | 2,155 | 84 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,953 | 75 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MORGAN STANLEY | History | No change | 631 | 24 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 500 | 19 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 379 | 14 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 356 | 13 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Solstein Capital, LLC | History | No change | 124 | 4 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 80 | 3 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |