Filing Research | SIMPLIFY EXCHANGE TRADED FUN Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	Simplify Asset Management Inc.	Shares	2.1MSH	$42.5M
2	Gradient Investments LLC	Shares	1.9MSH	$37.5M
3	Sowell Financial Services LLC	Shares	1.2MSH	$24.6M
4	Great Diamond Partners, LLC	Shares	603.6KSH	$12.2M
5	Brookwood Investment Group LLC	Shares	475.3KSH	$9.6M
6	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	420.9KSH	$8.5M
7	Park Edge Advisors, LLC	Shares	418.1KSH	$8.4M
8	Financial Enhancement Group LLC	Shares	297.2KSH	$6.0M
9	Envestnet Portfolio Solutions, Inc.	Shares	210.0KSH	$4.2M
10	RiverTree Advisors, LLC	Shares	188.5KSH	$3.8M
11	EVOLUTION WEALTH MANAGEMENT INC.	Shares	163.5KSH	$3.3M
12	B.O.S.S. Retirement Advisors, LLC	Shares	122.0KSH	$2.5M
13	LANARK FINANCIAL, INC.	Shares	82.0KSH	$1.7M
14	SteelPeak Wealth, LLC	Shares	67.7KSH	$1.4M
15	Financial Partners Group, Inc	Shares	63.3KSH	$1.3M
16	Networth Advisors, LLC	Shares	49.3KSH	$994.0K
17	GK Wealth Management LLC	Shares	44.9KSH	$904.9K
18	WINNACLE WEALTH LLC	Shares	44.8KSH	$903.7K
19	Bay Rivers Group	Shares	39.0KSH	$786.9K
20	FIFTH THIRD SECURITIES, INC.	Shares	27.3KSH	$551.4K
21	Worth Asset Management, LLC	Shares	26.1KSH	$526.2K
22	INDEPENDENT FINANCIAL GROUP, LLC	Shares	24.7KSH	$498.2K
23	Balance Wealth Partners LLC	Shares	23.2KSH	$467.9K
24	Cooper Financial Group	Shares	20.9KSH	$420.8K
25	NWAM LLC	Shares	19.2KSH	$387.3K
26	Revisor Wealth Management LLC	Shares	17.7KSH	$357.0K
27	Secure Asset Management, LLC	Shares	14.7KSH	$296.4K
28	Paladin Wealth, LLC	Shares	14.5KSH	$293.1K
29	Decker Retirement Planning Inc.	Shares	12.6KSH	$254.1K
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.7KSH	$33.9K
31	Farther Finance Advisors, LLC	Shares	1.5KSH	$30.8K
32	Triumph Capital Management	Shares	200SH	$4.0K
33	PARK AVENUE SECURITIES LLC	Shares	11.0KSH	$222

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

36 / 36 loaded

#		Instrument
1	Gradient Investments LLC new	Shares	+1.9M	+$37.5M	$37.5M
2	SteelPeak Wealth, LLC new	Shares	+67.7K	+$1.4M	$1.4M
3	GK Wealth Management LLC new	Shares	+44.9K	+$904.9K	$904.9K
4	RiverTree Advisors, LLC added	Shares	+31.6K	+$609.4K	$3.8M
5	Great Diamond Partners, LLC added	Shares	+34.6K	+$595.5K	$12.2M
6	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+27.4K	+$528.1K	$3.3M
7	LANARK FINANCIAL, INC. added	Shares	+23.5K	+$463.0K	$1.7M
8	WINNACLE WEALTH LLC added	Shares	+18.9K	+$376.2K	$903.7K
9	Envestnet Portfolio Solutions, Inc. added	Shares	+18.9K	+$346.1K	$4.2M
10	Paladin Wealth, LLC new	Shares	+14.5K	+$293.1K	$293.1K
11	FIFTH THIRD SECURITIES, INC. added	Shares	+13.4K	+$267.0K	$551.4K
12	Sowell Financial Services LLC added	Shares	+21.1K	+$209.6K	$24.6M
13	B.O.S.S. Retirement Advisors, LLC added	Shares	+9.7K	+$175.6K	$2.5M
14	Financial Partners Group, Inc added	Shares	+9.0K	+$171.8K	$1.3M
15	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+8.5K	+$168.1K	$498.2K
16	Networth Advisors, LLC added	Shares	+7.3K	+$139.4K	$994.0K
17	Financial Enhancement Group LLC added	Shares	+12.5K	+$134.8K	$6.0M
18	Park Edge Advisors, LLC added	Shares	+8.1K	+$89.6K	$8.4M
19	Bay Rivers Group added	Shares	+3.1K	+$55.8K	$786.9K
20	Brookwood Investment Group LLC added	Shares	+6.5K	+$47.3K	$9.6M
21	Decker Retirement Planning Inc. added	Shares	+391	+$5.7K	$254.1K
22	Worth Asset Management, LLC added	Shares	+273	+$860	$526.2K
23	Farther Finance Advisors, LLC added	Shares	+19	+$120	$30.8K
24	Triumph Capital Management unchanged	Shares	0	-$36	$4.0K
25	PARK AVENUE SECURITIES LLC trimmed	Shares	-4.3K	-$89	$222
26	Secure Asset Management, LLC trimmed	Shares	-74	-$4.1K	$296.4K
27	Balance Wealth Partners LLC trimmed	Shares	-182	-$7.9K	$467.9K
28	Sound Income Strategies, LLC exited	Shares	-435	-$8.8K	$0
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-878	-$18.2K	$33.9K
30	Cooper Financial Group trimmed	Shares	-944	-$23.0K	$420.8K
31	Revisor Wealth Management LLC trimmed	Shares	-1.3K	-$29.0K	$357.0K
32	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed	Shares	-2.2K	-$119.9K	$8.5M
33	Simplify Asset Management Inc. unchanged	Shares	0	-$379.6K	$42.5M
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC exited	Shares	-21.2K	-$432.5K	$0
35	NWAM LLC trimmed	Shares	-50.5K	-$1.0M	$387.3K
36	IFS Group,LLC exited	Shares	-139.7K	-$2.8M	$0