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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WCG Wealth Advisors LLC | History | Added to | 503,148 | 16,936 | 0.47% | 0.52% | 1 | +271 | 0.05% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 461,340 | 15,528 | 0.0% | 0.01% | 2 | -443,700 | -49.03% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 377,893 | 12,719 | 0.01% | 0.02% | 3 | -5,685 | -1.48% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 370,233 | 12,521 | 0.03% | 0.03% | 4 | -296,563 | -44.48% | Q1 2026 | Apr 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 347,007 | 11,680 | 0.43% | 0.5% | 5 | -15,080 | -4.16% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 270,132 | 9,092 | 0.0% | 0.0% | 6 | +58,461 | 27.62% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 177,677 | 5,980 | 0.01% | 0.01% | 7 | -35,031 | -16.47% | Q1 2026 | May 14, 2026 |
| LEE DANNER & BASS INC | History | Added to | 165,477 | 5,569 | 0.35% | 0.42% | 8 | +4,825 | 3.0% | Q1 2026 | Apr 28, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 111,591 | 3,756 | 1.97% | 2.07% | 9 | +3,477 | 3.22% | Q1 2026 | Apr 21, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 100,146 | 3,370 | 0.85% | 0.36% | 10 | +60,992 | 155.77% | Q1 2026 | May 11, 2026 |
| Copia Wealth Management | History | Reduced | 88,868 | 2,991 | 2.06% | 2.43% | 11 | -4,083 | -4.39% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 73,706 | 2,481 | 0.0% | 0.01% | 12 | -13,406 | -15.39% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 54,621 | 1,838 | 0.0% | 0.0% | 13 | -18,655 | -25.46% | Q1 2026 | May 12, 2026 |
| Haven Private, LLC | History | Added to | 49,135 | 1,653 | 0.72% | 0.78% | 14 | +95 | 0.19% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 42,431 | 1,428 | 0.0% | — | 15 | +42,431 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 41,122 | 1,384 | 0.0% | 0.0% | 16 | -20,716 | -33.5% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 39,167 | 1,318 | 0.01% | 0.01% | 17 | +59 | 0.15% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 38,853 | 1,307 | 0.0% | 0.0% | 18 | -16,923 | -30.34% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 31,672 | 1,066 | 0.0% | — | 19 | +31,672 | New | Q1 2026 | May 15, 2026 |
| Cambridge Advisors Inc. | History | Added to | 31,553 | 1,062 | 0.21% | 0.16% | 20 | +8,867 | 39.09% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 29,304 | 986 | 0.0% | 0.0% | 21 | +16,827 | 134.86% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 29,124 | 980 | 0.0% | 0.0% | 22 | +704 | 2.48% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 29,105 | 979 | 0.01% | 0.01% | 23 | +22,750 | 357.99% | Q1 2026 | May 12, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 29,037 | 977 | 0.3% | 0.14% | 24 | +17,699 | 156.1% | Q1 2026 | May 05, 2026 |
| Gambit Capital Management, LLC | History | Added to | 28,326 | 953 | 0.66% | 0.66% | 25 | +3,261 | 13.01% | Q1 2026 | May 14, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 28,099 | 945 | 0.38% | 0.64% | 26 | -16,667 | -37.23% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 25,227 | 849 | 0.05% | 0.04% | 27 | +1,705 | 7.25% | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 25,118 | 845 | 0.04% | 0.1% | 28 | -31,037 | -55.27% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 24,206 | 815 | 0.0% | 0.0% | 29 | -961 | -3.82% | Q1 2026 | Apr 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 23,318 | 784 | 0.03% | 0.03% | 30 | -3,043 | -11.54% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 23,185 | 780 | 0.0% | — | 31 | +23,185 | New | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 18,874 | 635 | 0.0% | 0.0% | 32 | +4,933 | 35.38% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Reduced | 11,660 | 392 | 0.0% | 0.04% | 33 | -60,388 | -83.82% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 10,489 | 353 | 0.0% | 0.0% | 34 | -513 | -4.66% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 10,094 | 339 | 0.01% | 0.0% | 35 | +4,500 | 80.44% | Q1 2026 | Apr 13, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 8,730 | 304 | 0.05% | 0.05% | 36 | -83 | -0.94% | Q1 2026 | May 08, 2026 |
| LeClair Wealth Partners LLC | History | New | 8,728 | 293 | 0.1% | — | 38 | +8,728 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 8,728 | 293 | 0.1% | 0.11% | 37 | +15 | 0.17% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,986 | 268 | 0.0% | 0.0% | 39 | +1,477 | 22.69% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Added to | 7,390 | 248 | 0.01% | 0.01% | 40 | +347 | 4.93% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,576 | 221 | 0.0% | 0.0% | 41 | -710 | -9.74% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 5,575 | 187 | 0.0% | 0.0% | 42 | -1,625 | -22.57% | Q1 2026 | May 15, 2026 |
| Holos Integrated Wealth LLC | History | New | 3,757 | 126 | 0.06% | — | 43 | +3,757 | New | Q1 2026 | Apr 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,795 | 59 | 0.0% | 0.0% | 44 | +573 | 46.89% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | No change | 1,641 | 55 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,553 | 52 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,476 | 49 | 0.0% | 0.02% | 47 | -5,503 | -78.85% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | New | 730 | 24 | 0.0% | — | 48 | +730 | New | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 718 | 24 | 0.0% | — | 49 | +718 | New | Q1 2026 | Apr 28, 2026 |
| MORGAN STANLEY | History | Added to | 630 | 21 | 0.0% | — | 50 | +628 | 31400.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 356 | 11 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 300 | 10 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 251 | 8 | 0.0% | 0.0% | 53 | -8,000 | -96.96% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 202 | 6 | 0.0% | — | 54 | +202 | New | Q1 2026 | May 05, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 200 | 6 | 0.0% | — | 55 | +200 | New | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | New | 200 | 6 | 0.0% | — | 56 | +200 | New | Q1 2026 | May 14, 2026 |
| Realta Investment Advisors | History | New | 160 | 5 | 0.0% | — | 57 | +160 | New | Q1 2026 | Apr 22, 2026 |
| Solstein Capital, LLC | History | Reduced | 124 | 4 | 0.0% | 0.0% | 58 | -15 | -10.79% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | New | 75 | 2 | 0.0% | — | 59 | +75 | New | Q1 2026 | May 06, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 2.41% | — | -480,216 | -100.0% | Q1 2026 | May 01, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 1.88% | — | -86,075 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -64,313 | -100.0% | Q1 2026 | May 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -41,563 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,100 | -100.0% | Q1 2026 | May 15, 2026 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -27,573 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,830 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,231 | -100.0% | Q1 2026 | May 04, 2026 |
| JT Stratford LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -17,877 | -100.0% | Q1 2026 | May 15, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,510 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Essex Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -13,561 | -100.0% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -12,018 | -100.0% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -10,619 | -100.0% | Q1 2026 | May 13, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -9,171 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,913 | -100.0% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,824 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.25% | — | -8,313 | -100.0% | Q1 2026 | May 14, 2026 |
| South Shore Capital Advisors | History | Closed out | 0 | 0 | — | 0.21% | — | -8,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,708 | -100.0% | Q1 2026 | May 14, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,490 | -100.0% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,999 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,258 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,344 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,667 | -100.0% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q1 2026 | May 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,015 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q1 2026 | Apr 22, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | Apr 17, 2026 |
| True Link Financial Advisors, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q1 2026 | Apr 29, 2026 |