Funds holding Simplify Exchange Traded Funds
1 fund declares a position · 0 ETFs and 1 other funds · 707.4K $ · US82889N5665
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Atlas America Fund 2023 ETF Series Trust | 20,000 | 707.4K $ | 3.80 % | as of Mar 31, 2026 · Original filing |
Institutional managers
24 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 | |
|---|---|---|---|
| Encompass More Asset Management | 405,214 | 14.3M $ | as of Mar 31, 2026 |
| Longview Financial Advisors, Inc. | 229,783 | 8.1M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 203,946 | 7.2M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 189,518 | 6.7M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 177,393 | 6.3M $ | as of Mar 31, 2026 |
| AE Wealth Management LLC | 120,037 | 4.2M $ | as of Mar 31, 2026 |
| BLVD Private Wealth, LLC | 66,808 | 2.4M $ | as of Mar 31, 2026 |
| Park Edge Advisors, LLC | 53,492 | 1.9M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,396 | 1.2M $ | as of Mar 31, 2026 |
| CreativeOne Wealth, LLC | 33,261 | 1.2M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 32,810 | 1.2M $ | as of Mar 31, 2026 |
| Global View Capital Management LLC | 31,788 | 1.1M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 24,925 | 881.5K $ | as of Mar 31, 2026 |
| Orion Porfolio Solutions, LLC | 24,612 | 870.5K $ | as of Mar 31, 2026 |
| Tidal Investments LLC | 20,000 | 717.4K $ | as of Mar 31, 2026 |
| Stratos Wealth Partners, LTD. | 14,237 | 503.6K $ | as of Mar 31, 2026 |
| Bluesphere Advisors LLC | 10,344 | 365.9K $ | as of Mar 31, 2026 |
| Straight Path Wealth Management | 9,750 | 344.9K $ | as of Mar 31, 2026 |
| CWM, LLC | 9,013 | 318.8K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 6,148 | 217.5K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 4,513 | 159.6K $ | as of Mar 31, 2026 |
| MATHER GROUP, LLC. | 1,936 | 68.5K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 122 | 4.3K $ | as of Mar 31, 2026 |
| Summit Global Investments | 11,821 | 418 $ | as of Mar 31, 2026 |