Filing Research | SIMPLIFY EXCHANGE TRADED FUN Institutional Holdings

Snapshot holdings

50 / 67 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.1MSH	$75.4M
2	Boothe Investment Group, Inc.	Shares	1.7MSH	$45.2M
3	Deane Retirement Strategies, Inc.	Shares	597.7KSH	$15.5M
4	PEAK FINANCIAL ADVISORS LLC	Shares	427.6KSH	$11.1M
5	Ferguson Shapiro LLC	Shares	372.9KSH	$9.7M
6	Longview Financial Advisors, Inc.	Shares	236.8KSH	$6.1M
7	PRIVATE CLIENT SERVICES, LLC	Shares	192.8KSH	$5.0M
8	NorthCrest Asset Manangement, LLC	Shares	183.7KSH	$4.8M
9	Fiduciary Alliance LLC	Shares	152.6KSH	$4.0M
10	Dynamic Advisor Solutions LLC	Shares	130.8KSH	$3.4M
11	TriaGen Wealth Management LLC	Shares	127.0KSH	$3.3M
12	Upper Left Wealth Management, LLC	Shares	125.8KSH	$3.3M
13	FINANCIAL DISCOVERY GROUP INC	Shares	124.4KSH	$3.2M
14	Sowell Financial Services LLC	Shares	116.2KSH	$3.0M
15	B.O.S.S. Retirement Advisors, LLC	Shares	116.1KSH	$3.0M
16	Roan Capital Partners	Shares	96.4KSH	$2.5M
17	EXCHANGE TRADED CONCEPTS, LLC	Shares	78.2KSH	$2.0M
18	Professional Financial Advisors, LLC	Shares	77.6KSH	$2.0M
19	Wealthcare Advisory Partners LLC	Shares	77.1KSH	$2.0M
20	Austin Wealth Management, LLC	Shares	60.4KSH	$1.6M
21	Sharp Wealth Advisory, LLC	Shares	61.9KSH	$1.6M
22	Darwin Wealth Management, LLC	Shares	61.2KSH	$1.6M
23	Wealth Enhancement Trust Services, Inc.	Shares	60.5KSH	$1.6M
24	Global View Capital Management LLC	Shares	59.9KSH	$1.6M
25	FMA Wealth Management, LLC	Shares	56.5KSH	$1.5M
26	Farther Finance Advisors, LLC	Shares	56.3KSH	$1.5M
27	Apollon Wealth Management, LLC	Shares	51.1KSH	$1.3M
28	PFG Investments, LLC	Shares	41.9KSH	$1.1M
29	Fermata Advisors, LLC	Shares	41.4KSH	$1.1M
30	Networth Advisors, LLC	Shares	41.4KSH	$1.1M
31	Aries Wealth Management	Shares	39.9KSH	$1.0M
32	SECURED RETIREMENT ADVISORS, LLC	Shares	39.1KSH	$1.0M
33	INDEPENDENT FINANCIAL GROUP, LLC	Shares	36.0KSH	$934.8K
34	Global Wealth Strategies & Associates	Shares	34.4KSH	$891.6K
35	NWAM LLC	Shares	33.8KSH	$877.6K
36	Financial Enhancement Group LLC	Shares	29.3KSH	$759.4K
37	Cambridge Advisors Inc.	Shares	21.4KSH	$556.1K
38	NEW WAVE WEALTH ADVISORS LLC	Shares	21.4KSH	$555.9K
39	Ignite Planners, LLC	Shares	21.3KSH	$548.7K
40	Optivise Advisory Services LLC	Shares	20.2KSH	$524.0K
41	PFG Advisors	Shares	20.2KSH	$523.4K
42	City Center Advisors, LLC	Shares	20.1KSH	$520.6K
43	Insight Wealth Strategies, LLC	Shares	19.4KSH	$500.7K
44	Guilbault Capital LLC	Shares	17.9KSH	$463.0K
45	Great Diamond Partners, LLC	Shares	16.8KSH	$435.1K
46	Composition Wealth, LLC	Shares	16.4KSH	$426.4K
47	Decker Retirement Planning Inc.	Shares	12.6KSH	$326.4K
48	CARY STREET PARTNERS FINANCIAL LLC	Shares	12.0KSH	$310.7K
49	Lewis Asset Management, LLC	Shares	10.3KSH	$267.2K
50	Legacy Private Trust Co.	Shares	10.0KSH	$259.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 78 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+993.5K	+$15.6M	$75.4M
2	PRIVATE CLIENT SERVICES, LLC new	Shares	+192.8K	+$5.0M	$5.0M
3	Deane Retirement Strategies, Inc. added	Shares	+198.4K	+$3.4M	$15.5M
4	Sowell Financial Services LLC new	Shares	+116.2K	+$3.0M	$3.0M
5	Roan Capital Partners added	Shares	+53.8K	+$1.2M	$2.5M
6	NEW WAVE WEALTH ADVISORS LLC new	Shares	+21.4K	+$555.9K	$555.9K
7	Global View Capital Management LLC added	Shares	+24.3K	+$479.1K	$1.6M
8	Guilbault Capital LLC new	Shares	+17.9K	+$463.0K	$463.0K
9	PFG Advisors added	Shares	+13.3K	+$315.7K	$523.4K
10	Lewis Asset Management, LLC new	Shares	+10.3K	+$267.2K	$267.2K
11	E&G Advisors, LLC new	Shares	+9.7K	+$251.6K	$251.6K
12	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+12.3K	+$216.4K	$934.8K
13	XY Planning Network, Inc. new	Shares	+8.0K	+$208.6K	$208.6K
14	LANARK FINANCIAL, INC. added	Shares	+4.0K	+$81.5K	$238.6K
15	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+12.2K	+$32.8K	$2.0M
16	Signature Resources Capital Management, LLC new	Shares	+916	+$23.8K	$23.8K
17	JFS WEALTH ADVISORS, LLC new	Shares	+435	+$11.3K	$11.3K
18	Cape Investment Advisory, Inc. new	Shares	+323	+$8.4K	$8.4K
19	SJS Investment Consulting Inc. new	Shares	+68	+$1.8K	$1.8K
20	PARK AVENUE SECURITIES LLC added	Shares	+9.0K	+$164	$656
21	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	-$2.2K	$13.5K
22	Golden State Wealth Management, LLC trimmed	Shares	-48	-$3.0K	$9.5K
23	Vision Retirement, LLC exited	Shares	-115	-$3.5K	$0
24	Triumph Capital Management unchanged	Shares	0	-$3.6K	$21.9K
25	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	-$4.2K	$25.4K
26	LifeWealth Investments, LLC added	Shares	+1.1K	-$4.3K	$227.8K
27	Sharp Wealth Advisory, LLC added	Shares	+8.5K	-$7.4K	$1.6M
28	Sound Income Strategies, LLC exited	Shares	-415	-$12.2K	$0
29	Innovative Wealth Building LLC added	Shares	+646	-$16.6K	$219.3K
30	Raleigh Capital Management Inc. trimmed	Shares	-374	-$23.3K	$72.9K
31	Financial Enhancement Group LLC added	Shares	+1.6K	-$25.3K	$759.4K
32	MBM WEALTH CONSULTANTS, LLC exited	Shares	-939	-$28.4K	$0
33	Legacy Private Trust Co. unchanged	Shares	0	-$42.8K	$259.4K
34	Decker Retirement Planning Inc. added	Shares	+120	-$50.2K	$326.4K
35	Reyes Financial Architecture, Inc. exited	Shares	-1.7K	-$51.0K	$0
36	CoreCap Advisors, LLC exited	Shares	-1.7K	-$52.3K	$0
37	NWAM LLC added	Shares	+2.9K	-$56.7K	$877.6K
38	Archford Capital Strategies, LLC trimmed	Shares	-494	-$57.3K	$256.9K
39	Composition Wealth, LLC unchanged	Shares	0	-$70.3K	$426.4K
40	Global Wealth Strategies & Associates added	Shares	+2.5K	-$71.7K	$891.6K
41	IFP Advisors, Inc trimmed	Shares	-2.0K	-$73.7K	$85.9K
42	Cambridge Advisors Inc. added	Shares	+283	-$83.2K	$556.1K
43	Great Diamond Partners, LLC trimmed	Shares	-537	-$88.0K	$435.1K
44	Longview Financial Advisors, Inc. added	Shares	+30.5K	-$93.4K	$6.1M
45	Insight Wealth Strategies, LLC trimmed	Shares	-257	-$94.2K	$500.7K
46	City Center Advisors, LLC trimmed	Shares	-482	-$100.5K	$520.6K
47	Aries Wealth Management added	Shares	+1.4K	-$129.8K	$1.0M
48	Networth Advisors, LLC added	Shares	+819	-$152.2K	$1.1M
49	SECURED RETIREMENT ADVISORS, LLC added	Shares	+372	-$156.0K	$1.0M
50	NorthCrest Asset Manangement, LLC added	Shares	+23.4K	-$160.6K	$4.8M

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