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 | Added to | 698,169 | 27,333 | 0.01% | 0.0% | 1 | +236,829 | 51.34% | Q2 2026 | Aug 07, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 540,937 | 21,177 | 0.5% | 0.47% | 2 | +37,789 | 7.51% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 388,933 | 15,405 | 0.03% | 0.03% | 3 | +18,700 | 5.05% | Q2 2026 | Jul 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 315,941 | 12,369 | 0.39% | 0.43% | 4 | -31,066 | -8.95% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 312,603 | 12,238 | 0.0% | 0.0% | 5 | +42,471 | 15.72% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | New | 275,933 | 10,802 | 0.03% | — | 6 | +275,933 | New | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 261,171 | 10,224 | 0.01% | 0.01% | 7 | -116,722 | -30.89% | Q2 2026 | Aug 05, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | New | 250,047 | 9,789 | 1.29% | — | 8 | +250,047 | New | Q2 2026 | Jul 22, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 191,687 | 7,504 | 0.01% | 0.01% | 9 | +14,010 | 7.89% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | New | 184,344 | 7,217 | 0.03% | — | 10 | +184,344 | New | Q2 2026 | Jul 27, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 163,962 | 6,419 | 0.37% | 0.35% | 11 | -1,515 | -0.92% | Q2 2026 | Jul 21, 2026 |
| Janney Montgomery Scott LLC | History | New | 145,502 | 5,696 | 0.01% | — | 12 | +145,502 | New | Q2 2026 | Aug 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 118,256 | 4,629 | 0.69% | — | 13 | +118,256 | New | Q2 2026 | Jul 20, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 112,680 | 4,411 | 2.07% | 1.97% | 14 | +1,089 | 0.98% | Q2 2026 | Jul 21, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 95,660 | 3,745 | 0.88% | 0.85% | 15 | -4,486 | -4.48% | Q2 2026 | Aug 12, 2026 |
| Copia Wealth Management | History | Added to | 90,199 | 3,531 | 2.12% | 2.06% | 16 | +1,331 | 1.5% | Q2 2026 | Aug 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 78,656 | 3,079 | 0.01% | 0.0% | 17 | +4,950 | 6.72% | Q2 2026 | Aug 14, 2026 |
| Gambit Capital Management, LLC | History | Added to | 75,889 | 2,971 | 1.73% | 0.66% | 18 | +47,563 | 167.91% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 69,156 | 2,707 | 0.0% | 0.0% | 19 | +40,032 | 137.45% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Added to | 67,609 | 2,646 | 0.03% | 0.0% | 20 | +55,949 | 479.84% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 66,791 | 2,615 | 0.0% | 0.0% | 21 | +27,938 | 71.91% | Q2 2026 | Aug 14, 2026 |
| Encompass More Asset Management | History | New | 60,533 | 2,369 | 0.34% | — | 22 | +60,533 | New | Q2 2026 | Jul 14, 2026 |
| RATIONAL ADVISORS, INC. | History | New | 56,100 | 2,196 | 0.2% | — | 23 | +56,100 | New | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 55,278 | 2,164 | 0.0% | 0.0% | 24 | +657 | 1.2% | Q2 2026 | Aug 12, 2026 |
| Haven Private, LLC | History | Added to | 54,235 | 2,123 | 0.81% | 0.72% | 25 | +5,100 | 10.38% | Q2 2026 | Jul 28, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 53,284 | 2,086 | 0.0% | — | 26 | +53,284 | New | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 51,490 | 2,015 | 0.01% | 0.01% | 27 | +12,323 | 31.46% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 37,196 | 1,345 | 0.0% | — | 28 | +37,196 | New | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 34,285 | 1,342 | 0.0% | — | 29 | +34,285 | New | Q2 2026 | Aug 07, 2026 |
| Cambridge Advisors Inc. | History | Added to | 32,380 | 1,267 | 0.22% | 0.21% | 30 | +827 | 2.62% | Q2 2026 | Jul 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 31,724 | 1,242 | 0.0% | 0.0% | 31 | +8,539 | 36.83% | Q2 2026 | Sep 23, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 29,339 | 1,148 | 0.31% | 0.3% | 32 | +302 | 1.04% | Q2 2026 | Jul 20, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | New | 27,367 | 1,071 | 0.36% | — | 33 | +27,367 | New | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 26,760 | 1,048 | 0.0% | 0.0% | 34 | +2,554 | 10.55% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 25,232 | 987 | 0.05% | 0.05% | 35 | +5 | 0.02% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 24,930 | 976 | 0.0% | 0.0% | 36 | -16,192 | -39.38% | Q2 2026 | Aug 14, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 21,852 | 855 | 0.3% | 0.38% | 37 | -6,247 | -22.23% | Q2 2026 | Aug 04, 2026 |
| JT Stratford LLC | History | New | 19,844 | 776 | 0.09% | — | 38 | +19,844 | New | Q2 2026 | Aug 14, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | New | 19,000 | 743 | 0.34% | — | 39 | +19,000 | New | Q2 2026 | Jul 29, 2026 |
| Blue Water Asset Management | History | Added to | 18,864 | 738 | 0.24% | 0.1% | 40 | +10,136 | 116.13% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 17,213 | 672 | 0.0% | 0.0% | 41 | +15,418 | 858.94% | Q2 2026 | Aug 10, 2026 |
| Ignite Planners, LLC | History | New | 15,729 | 617 | 0.08% | — | 42 | +15,729 | New | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,718 | 615 | 0.0% | 0.0% | 43 | -15,954 | -50.37% | Q2 2026 | Sep 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,580 | 609 | 0.0% | 0.0% | 44 | -13,724 | -46.83% | Q2 2026 | Jul 29, 2026 |
| WESPAC Advisors, LLC | History | New | 14,679 | 574 | 0.28% | — | 45 | +14,679 | New | Q2 2026 | Aug 10, 2026 |
| GFS Advisors, LLC | History | New | 10,480 | 546 | 0.06% | — | 46 | +10,480 | New | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 13,566 | 531 | 0.0% | 0.0% | 47 | +5,580 | 69.87% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | New | 13,616 | 528 | 0.01% | — | 48 | +13,616 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 13,616 | 528 | 0.01% | — | 49 | +13,616 | New | Q2 2026 | Jul 29, 2026 |
| Maridea Wealth Management LLC | History | New | 11,918 | 466 | 0.05% | — | 50 | +11,918 | New | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,750 | 420 | 0.0% | 0.0% | 51 | -8,124 | -43.04% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Reduced | 9,855 | 385 | 0.01% | 0.01% | 52 | -19,250 | -66.14% | Q2 2026 | Aug 12, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 8,661 | 339 | 0.05% | 0.05% | 53 | -69 | -0.79% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 8,594 | 336 | 0.01% | 0.01% | 54 | -1,500 | -14.86% | Q2 2026 | Jul 20, 2026 |
| Mutual Advisors, LLC | History | New | 8,400 | 328 | 0.01% | — | 55 | +8,400 | New | Q2 2026 | Aug 14, 2026 |
| Fielder Capital Group LLC | History | New | 8,230 | 322 | 0.07% | — | 56 | +8,230 | New | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | Reduced | 7,227 | 282 | 0.01% | 0.01% | 57 | -163 | -2.21% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | New | 6,460 | 252 | 0.0% | — | 58 | +6,460 | New | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | New | 5,972 | 233 | 0.0% | — | 59 | +5,972 | New | Q2 2026 | Aug 14, 2026 |
| North Forty Two & Co. | History | New | 5,800 | 227 | 0.19% | — | 60 | +5,800 | New | Q2 2026 | Jul 24, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,616 | 219 | 0.0% | 0.0% | 61 | -960 | -14.6% | 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 | Added to | 5,314 | 208 | 0.0% | 0.0% | 63 | +5,014 | 1671.33% | Q2 2026 | Aug 06, 2026 |
| Holos Integrated Wealth LLC | History | No change | 3,757 | 149 | 0.07% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,180 | 124 | 0.01% | 0.0% | 65 | +1,704 | 115.45% | Q2 2026 | Jul 28, 2026 |
| Realta Investment Advisors | History | Added to | 2,155 | 84 | 0.03% | 0.0% | 66 | +1,995 | 1246.88% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,953 | 76 | 0.0% | 0.0% | 67 | +400 | 25.76% | Q2 2026 | Jul 17, 2026 |
| MORGAN STANLEY | History | Added to | 631 | 24 | 0.0% | 0.0% | 68 | +1 | 0.16% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 500 | 19 | 0.0% | — | 69 | +500 | New | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 379 | 14 | 0.0% | — | 70 | +379 | New | 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 | New | 80 | 3 | 0.0% | — | 73 | +80 | New | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 59 | 2 | 0.0% | 0.0% | 74 | -671 | -91.92% | Q2 2026 | Aug 03, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -42,431 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -25,118 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -23,318 | -100.0% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,489 | -100.0% | Q1 2026 | May 14, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,728 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -1,641 | -100.0% | Q2 2026 | Jul 02, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -718 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -251 | -100.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q2 2026 | Jul 30, 2026 |
| True Link Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Ameritas Advisory Services, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Aug 14, 2026 |