Funds holding Simplify Exchange Traded Funds
2 funds declare a position · 2 ETFs and 0 other funds · 116.7M $ · US82889N6572
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Simplify High Yield ETF Simplify Exchange Traded Funds | 5,510,000 | 116.3M $ | 25.28 % | as of Mar 31, 2026 · Original filing |
| 2 | Simplify VettaFi Private Credit Strategy ETF Simplify Exchange Traded Funds | 18,700 | 394.6K $ | 20.16 % | as of Mar 31, 2026 · Original filing |
Institutional managers
81 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. | 5,528,700 | 116.7M $ | as of Mar 31, 2026 |
| GenTrust, LLC | 2,883,134 | 60.8M $ | as of Mar 31, 2026 |
| Ferguson Shapiro LLC | 2,326,522 | 49.1M $ | as of Mar 31, 2026 |
| AE Wealth Management LLC | 1,917,668 | 40.5M $ | as of Mar 31, 2026 |
| Mid-American Wealth Advisory Group, Inc. | 1,139,443 | 25M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 1,181,534 | 24.9M $ | as of Mar 31, 2026 |
| Ancora Advisors LLC | 990,249 | 20.9M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 765,074 | 16.1M $ | as of Mar 31, 2026 |
| Insight Wealth Strategies, LLC | 666,189 | 14.1M $ | as of Mar 31, 2026 |
| ALTFEST L J & CO INC | 663,501 | 14M $ | as of Mar 31, 2026 |
| Financial Enhancement Group LLC | 633,652 | 13.5M $ | as of Mar 31, 2026 |
| Heck Capital Advisors, LLC | 428,759 | 9M $ | as of Mar 31, 2026 |
| Park Edge Advisors, LLC | 380,176 | 8M $ | as of Mar 31, 2026 |
| Broussard Financial Group LLC | 372,250 | 7.9M $ | as of Mar 31, 2026 |
| Authentikos Wealth Advisory, LLC | 249,065 | 5.3M $ | as of Mar 31, 2026 |
| Aprio Wealth Management, LLC | 233,128 | 4.9M $ | as of Mar 31, 2026 |
| Magnolia Private Wealth, LLC | 298,645 | 4.5M $ | as of Mar 31, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | 201,303 | 4.2M $ | as of Mar 31, 2026 |
| PRIVATE CLIENT SERVICES, LLC | 199,112 | 4.2M $ | as of Mar 31, 2026 |
| Professional Financial Management, Inc. | 198,092 | 4.2M $ | as of Mar 31, 2026 |
| Elevated Capital Advisors, LLC | 165,802 | 3.5M $ | as of Mar 31, 2026 |
| LifeWealth Investments, LLC | 163,258 | 3.4M $ | as of Mar 31, 2026 |
| PRINCIPAL SECURITIES, INC. | 152,411 | 3.2M $ | as of Mar 31, 2026 |
| HOWARD BAILEY SECURITIES, LLC | 148,154 | 3.1M $ | as of Mar 31, 2026 |
| B.O.S.S. Retirement Advisors, LLC | 135,491 | 2.9M $ | as of Mar 31, 2026 |