Filing Research | SIMPLIFY EXCHANGE TRADED FUN Institutional Holdings

Snapshot holdings

43 / 43 loaded

#		Instrument	quantity
1	Edge Wealth Management LLC	Shares	1.1MSH	$53.5M
2	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.1MSH	$51.8M
3	Aprio Wealth Management, LLC	Shares	485.1KSH	$23.8M
4	BAR HARBOR WEALTH MANAGEMENT	Shares	240.3KSH	$11.8M
5	True Wealth Design, LLC	Shares	220.2KSH	$10.8M
6	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	194.6KSH	$9.5M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	152.0KSH	$7.4M
8	NWAM LLC	Shares	116.6KSH	$5.7M
9	Breakwater Capital Group	Shares	95.4KSH	$4.7M
10	J.W. COLE ADVISORS, INC.	Shares	70.4KSH	$3.5M
11	Park Edge Advisors, LLC	Shares	64.0KSH	$3.1M
12	FIRST NATIONAL BANK SIOUX FALLS	Shares	52.5KSH	$2.6M
13	PRIVATE CLIENT SERVICES, LLC	Shares	33.0KSH	$1.6M
14	Citizens National Bank Trust Department	Shares	31.5KSH	$1.5M
15	HARMONY ASSET MANAGEMENT LLC	Shares	31.0KSH	$1.5M
16	Crumly & Associates Inc.	Shares	25.7KSH	$1.3M
17	GK Wealth Management LLC	Shares	24.6KSH	$1.2M
18	Longview Financial Advisors, Inc.	Shares	24.1KSH	$1.2M
19	BENJAMIN EDWARDS INC	Shares	22.5KSH	$1.1M
20	Sequoia Financial Advisors, LLC	Shares	22.4KSH	$1.1M
21	Spire Wealth Management	Shares	22.1KSH	$1.1M
22	Mosley Wealth Management	Shares	21.8KSH	$1.1M
23	Cambridge Advisors Inc.	Shares	21.0KSH	$1.0M
24	Sharp Wealth Advisory, LLC	Shares	14.5KSH	$709.8K
25	SteelPeak Wealth, LLC	Shares	12.1KSH	$591.5K
26	Nautilus Advisors LLC	Shares	11.7KSH	$570.9K
27	Envestnet Portfolio Solutions, Inc.	Shares	11.1KSH	$546.5K
28	BAM Wealth Management, LLC	Shares	11.1KSH	$546.0K
29	PFG Investments, LLC	Shares	10.9KSH	$535.4K
30	Venturi Wealth Management, LLC	Shares	10.6KSH	$518.6K
31	Revisor Wealth Management LLC	Shares	9.2KSH	$451.8K
32	Atlas Brown,Inc.	Shares	7.0KSH	$341.0K
33	PEAK FINANCIAL ADVISORS LLC	Shares	6.5KSH	$319.2K
34	ABLES, IANNONE, MOORE & ASSOCIATES, INC.	Shares	6.2KSH	$305.0K
35	Trust Point Inc.	Shares	6.1KSH	$302.7K
36	Seelaus Asset Management LLC	Shares	5.1KSH	$249.9K
37	Vawter Financial, Ltd.	Shares	5.0KSH	$244.1K
38	Realta Investment Advisors	Shares	1.2KSH	$58.9K
39	WEBSTER BANK, N. A.	Shares	1.0KSH	$49.1K
40	Farther Finance Advisors, LLC	Shares	740SH	$36.3K
41	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	21SH	$1.0K
42	AdvisorNet Financial, Inc	Shares	20SH	$981
43	SIGNATUREFD, LLC	Shares	1SH	$37

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

50 / 50 loaded

#		Instrument
1	GK Wealth Management LLC new	Shares	+24.6K	+$1.2M	$1.2M
2	Sequoia Financial Advisors, LLC new	Shares	+22.4K	+$1.1M	$1.1M
3	Mosley Wealth Management added	Shares	+18.2K	+$890.3K	$1.1M
4	Aprio Wealth Management, LLC added	Shares	+21.8K	+$888.7K	$23.8M
5	SteelPeak Wealth, LLC new	Shares	+12.1K	+$591.5K	$591.5K
6	Edge Wealth Management LLC added	Shares	+19.4K	+$534.1K	$53.5M
7	J.W. COLE ADVISORS, INC. added	Shares	+7.7K	+$352.0K	$3.5M
8	Trust Point Inc. new	Shares	+6.1K	+$302.7K	$302.7K
9	Sharp Wealth Advisory, LLC added	Shares	+5.5K	+$265.2K	$709.8K
10	BAM Wealth Management, LLC added	Shares	+4.3K	+$207.7K	$546.0K
11	Park Edge Advisors, LLC added	Shares	+2.7K	+$107.6K	$3.1M
12	HARMONY ASSET MANAGEMENT LLC added	Shares	+2.4K	+$106.6K	$1.5M
13	Revisor Wealth Management LLC added	Shares	+1.9K	+$90.0K	$451.8K
14	Cambridge Advisors Inc. added	Shares	+1.4K	+$63.4K	$1.0M
15	PFG Investments, LLC added	Shares	+268	+$9.0K	$535.4K
16	Citizens National Bank Trust Department added	Shares	+344	+$4.7K	$1.5M
17	FIRST NATIONAL BANK SIOUX FALLS unchanged	Shares	0	$0	$2.6M
18	SIGNATUREFD, LLC unchanged	Shares	0	$0	$37
19	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$8	$1.0K
20	WEBSTER BANK, N. A. unchanged	Shares	0	-$390	$49.1K
21	Vawter Financial, Ltd. unchanged	Shares	0	-$1.9K	$244.1K
22	Atlas Brown,Inc. unchanged	Shares	0	-$2.7K	$341.0K
23	Spire Wealth Management unchanged	Shares	0	-$8.6K	$1.1M
24	Venturi Wealth Management, LLC trimmed	Shares	-99	-$9.0K	$518.6K
25	AdvisorNet Financial, Inc trimmed	Shares	-264	-$13.1K	$981
26	Longview Financial Advisors, Inc. trimmed	Shares	-173	-$18.0K	$1.2M
27	Seelaus Asset Management LLC trimmed	Shares	-385	-$21.0K	$249.9K
28	ABLES, IANNONE, MOORE & ASSOCIATES, INC. trimmed	Shares	-805	-$42.2K	$305.0K
29	Farther Finance Advisors, LLC trimmed	Shares	-1.1K	-$53.3K	$36.3K
30	Nautilus Advisors LLC trimmed	Shares	-1.2K	-$64.5K	$570.9K
31	Realta Investment Advisors trimmed	Shares	-2.2K	-$109.3K	$58.9K
32	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed	Shares	-815	-$116.2K	$9.5M
33	NATIONS FINANCIAL GROUP INC, /IA/ /ADV exited	Shares	-4.1K	-$202.8K	$0
34	BAR HARBOR WEALTH MANAGEMENT trimmed	Shares	-5.0K	-$342.4K	$11.8M
35	True Wealth Design, LLC trimmed	Shares	-9.7K	-$567.3K	$10.8M
36	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-7.1K	-$764.4K	$51.8M
37	Breakwater Capital Group trimmed	Shares	-17.2K	-$888.1K	$4.7M
38	PRIVATE CLIENT SERVICES, LLC trimmed	Shares	-17.9K	-$896.2K	$1.6M
39	BOS Asset Management, LLC exited	Shares	-19.8K	-$978.7K	$0
40	NWAM LLC trimmed	Shares	-19.0K	-$987.3K	$5.7M
41	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-23.9K	-$1.3M	$7.4M
42	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-29.0K	-$1.4M	$546.5K
43	Crumly & Associates Inc. trimmed	Shares	-34.4K	-$1.7M	$1.3M
44	BENJAMIN EDWARDS INC trimmed	Shares	-36.6K	-$1.8M	$1.1M
45	Encompass More Asset Management exited	Shares	-46.5K	-$2.3M	$0
46	Triad Investment Management exited	Shares	-51.8K	-$2.6M	$0
47	Heck Capital Advisors, LLC exited	Shares	-61.4K	-$3.0M	$0
48	Narwhal Capital Management exited	Shares	-62.1K	-$3.1M	$0
49	Professional Financial Management, Inc. exited	Shares	-129.0K	-$6.4M	$0
50	PEAK FINANCIAL ADVISORS LLC trimmed	Shares	-336.5K	-$16.6M	$319.2K