Funds holding Simplify Exchange Traded Funds
1 fund declares a position · 1 ETFs and 0 other funds · 14.7M $ · US82889N3504
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Simplify Volatility Premium ETF Simplify Exchange Traded Funds | 624,406 | 14.7M $ | 2.55 % | as of Mar 31, 2026 · Original filing |
Institutional managers
18 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Simplify Asset Management Inc. | 624,406 | 14.7M $ | as of Mar 31, 2026 |
| PRINCIPAL SECURITIES, INC. | 229,514 | 5.4M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 177,608 | 4.2M $ | as of Mar 31, 2026 |
| CreativeOne Wealth, LLC | 165,094 | 3.9M $ | as of Mar 31, 2026 |
| Owen LaRue, LLC | 80,495 | 1.9M $ | as of Mar 31, 2026 |
| Brookwood Investment Group LLC | 67,700 | 1.6M $ | as of Mar 31, 2026 |
| OLD MISSION CAPITAL LLC | 48,059 | 1.1M $ | as of Mar 31, 2026 |
| Millington Financial Advisors, LLC | 38,669 | 946.6K $ | as of Mar 31, 2026 |
| MATHER GROUP, LLC. | 17,468 | 411.5K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 15,793 | 372.1K $ | as of Mar 31, 2026 |
| Brookstone Capital Management | 15,213 | 358.4K $ | as of Mar 31, 2026 |
| WealthCare Asset Management, LLC | 10,521 | 247.9K $ | as of Mar 31, 2026 |
| Strategic Blueprint, LLC | 8,715 | 205.3K $ | as of Mar 31, 2026 |
| NBC SECURITIES, INC. | 5,885 | 138.7K $ | as of Mar 31, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | 5,275 | 124.3K $ | as of Mar 31, 2026 |
| Clearstead Advisors, LLC | 575 | 13.5K $ | as of Mar 31, 2026 |
| Legacy Wealth Managment, LLC/ID | 371 | 8.7K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1 | 25 $ | as of Mar 31, 2026 |