Simplify Exchange Traded Funds - PINK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 905,040 | 33,124 | 0.01% | 0.0% | 1 | +561,199 | 163.21% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 666,796 | 24,891 | 0.03% | 0.03% | 2 | +43,412 | 6.96% | Q4 2025 | Jan 08, 2026 |
| WCG Wealth Advisors LLC | History | New | 502,877 | 18,405 | 0.52% | — | 3 | +502,877 | New | Q4 2025 | Feb 10, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | New | 480,216 | 17,575 | 2.41% | — | 4 | +480,216 | New | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 383,578 | 14,038 | 0.02% | 0.01% | 5 | +91,453 | 31.31% | Q4 2025 | Feb 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 362,087 | 13,252 | 0.5% | 0.47% | 6 | -22,498 | -5.85% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 212,708 | 7,785 | 0.01% | 0.01% | 7 | +42,958 | 25.31% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 211,671 | 7,747 | 0.0% | 0.0% | 8 | +183,219 | 643.96% | Q4 2025 | Feb 18, 2026 |
| LEE DANNER & BASS INC | History | Added to | 160,652 | 5,879 | 0.42% | 0.35% | 9 | +9,850 | 6.53% | Q4 2025 | Jan 29, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 108,114 | 3,956 | 2.07% | — | 10 | +108,114 | New | Q4 2025 | Feb 12, 2026 |
| Copia Wealth Management | History | Added to | 92,951 | 3,402 | 2.43% | 2.02% | 11 | +7,178 | 8.37% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 87,112 | 3,205 | 0.01% | 0.0% | 12 | +17,248 | 24.69% | Q4 2025 | Feb 05, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 86,075 | 3,150 | 1.88% | 0.42% | 13 | +65,300 | 314.32% | Q4 2025 | Feb 03, 2026 |
| STIFEL FINANCIAL CORP | History | New | 73,276 | 2,681 | 0.0% | — | 14 | +73,276 | New | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | New | 72,048 | 2,636 | 0.04% | — | 15 | +72,048 | New | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 64,313 | 2,353 | 0.03% | — | 16 | +64,313 | New | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 61,838 | 2,263 | 0.0% | 0.0% | 17 | +40,742 | 193.13% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 56,155 | 2,055 | 0.1% | 0.06% | 18 | +15,602 | 38.47% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 55,776 | 2,041 | 0.0% | 0.0% | 19 | +20,331 | 57.36% | Q4 2025 | Feb 17, 2026 |
| Haven Private, LLC | History | Added to | 49,040 | 1,794 | 0.78% | 0.61% | 20 | +5,740 | 13.26% | Q4 2025 | Feb 12, 2026 |
| Flagship Private Wealth, LLC | History | New | 44,766 | 1,638 | 0.64% | — | 21 | +44,766 | New | Q4 2025 | Feb 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 41,563 | 1,521 | 0.07% | 0.02% | 22 | +25,418 | 157.44% | Q4 2025 | Feb 17, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 39,154 | 1,433 | 0.36% | 0.1% | 23 | +26,433 | 207.79% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 39,108 | 1,431 | 0.01% | 0.01% | 24 | +119 | 0.31% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 29,100 | 1,065 | 0.0% | — | 25 | +29,100 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 28,420 | 1,041 | 0.0% | — | 26 | +28,420 | New | Q4 2025 | Feb 17, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 27,573 | 1,009 | 0.42% | 0.1% | 27 | +18,050 | 189.54% | Q4 2025 | Jan 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 26,361 | 964 | 0.03% | — | 28 | +26,361 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 25,167 | 921 | 0.0% | 0.0% | 29 | +3,034 | 13.71% | Q4 2025 | Feb 05, 2026 |
| Gambit Capital Management, LLC | History | New | 25,065 | 917 | 0.66% | — | 30 | +25,065 | New | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 24,830 | 908 | 0.0% | 0.0% | 31 | +17,819 | 254.16% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 23,522 | 860 | 0.04% | 0.01% | 32 | +14,076 | 149.02% | Q4 2025 | Jan 20, 2026 |
| Cambridge Advisors Inc. | History | Added to | 22,686 | 830 | 0.16% | 0.06% | 33 | +12,280 | 118.01% | Q4 2025 | Jan 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 19,231 | 703 | 0.0% | — | 34 | +19,231 | New | Q4 2025 | Feb 13, 2026 |
| JT Stratford LLC | History | New | 17,877 | 654 | 0.08% | — | 35 | +17,877 | New | Q4 2025 | Feb 12, 2026 |
| GFS Advisors, LLC | History | Added to | 14,510 | 531 | 0.06% | 0.06% | 36 | +210 | 1.47% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,941 | 510 | 0.0% | 0.0% | 37 | +1,932 | 16.09% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | New | 13,561 | 496 | 0.03% | — | 38 | +13,561 | New | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,477 | 456 | 0.0% | 0.0% | 39 | +959 | 8.33% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 12,018 | 439 | 0.0% | 0.0% | 40 | +3,959 | 49.13% | Q4 2025 | Feb 12, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 11,338 | 414 | 0.14% | 0.12% | 41 | +28 | 0.25% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 11,002 | 403 | 0.0% | 0.0% | 42 | +669 | 6.47% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,619 | 388 | 0.0% | 0.0% | 43 | -360 | -3.28% | Q4 2025 | Feb 17, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 9,171 | 335 | 0.04% | 0.03% | 44 | +588 | 6.85% | Q4 2025 | Feb 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 8,913 | 326 | 0.01% | 0.01% | 45 | -3,551 | -28.49% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | New | 8,824 | 323 | 0.0% | — | 46 | +8,824 | New | Q4 2025 | Feb 11, 2026 |
| Blue Water Asset Management | History | New | 8,713 | 318 | 0.11% | — | 47 | +8,713 | New | Q4 2025 | Feb 05, 2026 |
| Fortis Group Advisors, LLC | History | New | 8,813 | 317 | 0.05% | — | 48 | +8,813 | New | Q4 2025 | Feb 06, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 8,313 | 304 | 0.25% | — | 49 | +8,313 | New | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,251 | 301 | 0.0% | 0.0% | 50 | +8,001 | 3200.4% | Q4 2025 | Feb 17, 2026 |
| South Shore Capital Advisors | History | New | 8,000 | 292 | 0.21% | — | 51 | +8,000 | New | Q4 2025 | Jan 21, 2026 |
| Hilltop Holdings Inc. | History | New | 7,708 | 282 | 0.02% | — | 52 | +7,708 | New | Q4 2025 | Feb 17, 2026 |
| Brookwood Investment Group LLC | History | New | 7,490 | 274 | 0.03% | — | 53 | +7,490 | New | Q4 2025 | Jan 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,286 | 266 | 0.0% | 0.0% | 54 | -1,194 | -14.08% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 7,200 | 263 | 0.0% | 0.0% | 55 | +3,075 | 74.55% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 7,043 | 257 | 0.01% | 0.01% | 56 | +550 | 8.47% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,979 | 255 | 0.02% | 0.01% | 57 | +3,232 | 86.26% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,509 | 238 | 0.0% | 0.0% | 58 | +15 | 0.23% | Q4 2025 | Feb 12, 2026 |
| Independent Advisor Alliance | History | New | 6,355 | 232 | 0.01% | — | 59 | +6,355 | New | Q4 2025 | Feb 04, 2026 |
| OPPENHEIMER & CO INC | History | New | 5,999 | 219 | 0.0% | — | 60 | +5,999 | New | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Added to | 5,594 | 204 | 0.0% | 0.0% | 61 | +5,550 | 12613.64% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,258 | 119 | 0.0% | — | 62 | +3,258 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,344 | 85 | 0.0% | — | 63 | +2,344 | New | Q4 2025 | Jan 21, 2026 |
| Versant Capital Management, Inc | History | New | 1,641 | 60 | 0.01% | — | 64 | +1,641 | New | Q4 2025 | Jan 08, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,553 | 56 | 0.0% | — | 65 | +1,553 | New | Q4 2025 | Jan 23, 2026 |
| TD Waterhouse Canada Inc. | History | New | 1,500 | 54 | 0.0% | — | 66 | +1,500 | New | Q4 2025 | Jan 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,222 | 44 | 0.0% | — | 67 | +1,222 | New | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,015 | 37 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Stone House Investment Management, LLC | History | New | 1,000 | 36 | 0.01% | — | 69 | +1,000 | New | Q4 2025 | Jan 21, 2026 |
| Golden State Wealth Management, LLC | History | New | 356 | 13 | 0.0% | — | 70 | +356 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | New | 300 | 10 | 0.0% | — | 71 | +300 | New | Q4 2025 | Jan 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 300 | 10 | 0.0% | 0.0% | 72 | -200 | -40.0% | Q4 2025 | Jan 15, 2026 |
| Solstein Capital, LLC | History | No change | 139 | 5 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 51 | 1 | 0.0% | — | 75 | +51 | New | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 48 | 1 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,990 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -6,797 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,760 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 19, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MORGAN STANLEY | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |