Funds holding Simplify Exchange Traded Funds
2 funds declare a position · 2 ETFs and 0 other funds · 49.6M $ · US82889N6408
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Simplify Volatility Premium ETF Simplify Exchange Traded Funds | 1,700,000 | 40M $ | 6.92 % | as of Mar 31, 2026 · Original filing |
| 2 | Wisdom Short Duration Income ETF SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 410,000 | 9.6M $ | 2.55 % | as of Apr 30, 2026 · Original filing |
Institutional managers
87 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. | 1,700,000 | 40M $ | as of Mar 31, 2026 |
| AE Wealth Management LLC | 1,005,237 | 23.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 825,521 | 19.4M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 574,740 | 13.5M $ | as of Mar 31, 2026 |
| Elevated Capital Advisors, LLC | 441,417 | 10.4M $ | as of Mar 31, 2026 |
| PRINCIPAL SECURITIES, INC. | 411,536 | 9.7M $ | as of Mar 31, 2026 |
| RiverTree Advisors, LLC | 311,262 | 7.3M $ | as of Mar 31, 2026 |
| VanWeelden Wealth Management, LLC | 304,046 | 7.1M $ | as of Mar 31, 2026 |
| Owen LaRue, LLC | 256,075 | 6M $ | as of Mar 31, 2026 |
| Key Capital Management, INC | 226,781 | 5.3M $ | as of Mar 31, 2026 |
| Orion Porfolio Solutions, LLC | 214,797 | 5M $ | as of Mar 31, 2026 |
| HOWARD BAILEY SECURITIES, LLC | 173,204 | 4.1M $ | as of Mar 31, 2026 |
| Park Edge Advisors, LLC | 140,046 | 3.3M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 139,917 | 3.3M $ | as of Mar 31, 2026 |
| B.O.S.S. Retirement Advisors, LLC | 135,332 | 3.2M $ | as of Mar 31, 2026 |
| FSA Advisors, Inc. | 120,011 | 2.8M $ | as of Mar 31, 2026 |
| Fiduciary Alliance LLC | 118,006 | 2.8M $ | as of Mar 31, 2026 |
| Encompass More Asset Management | 117,407 | 2.8M $ | as of Mar 31, 2026 |
| Beacon Capital Management, LLC | 100,518 | 2.4M $ | as of Mar 31, 2026 |
| Impact Partnership Wealth, LLC | 100,402 | 2.4M $ | as of Mar 31, 2026 |
| Authentikos Wealth Advisory, LLC | 88,578 | 2.1M $ | as of Mar 31, 2026 |
| Reyes Financial Architecture, Inc. | 87,980 | 2.1M $ | as of Mar 31, 2026 |
| SMART Wealth LLC | 86,417 | 2M $ | as of Mar 31, 2026 |
| WCG Wealth Advisors LLC | 72,613 | 1.7M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 69,827 | 1.6M $ | as of Mar 31, 2026 |