Funds holding Simplify Exchange Traded Funds
1 fund declares a position · 1 ETFs and 0 other funds · 42.9M $ · US82889N7232
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Simplify Volatility Premium ETF Simplify Exchange Traded Funds | 2,109,127 | 42.9M $ | 7.44 % | as of Mar 31, 2026 · Original filing |
Institutional managers
90 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. | 2,109,127 | 42.9M $ | as of Mar 31, 2026 |
| WCG Wealth Advisors LLC | 1,867,814 | 38M $ | as of Mar 31, 2026 |
| Sowell Financial Services LLC | 1,198,667 | 24.4M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 1,196,695 | 24.4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 807,669 | 16.4M $ | as of Mar 31, 2026 |
| WealthPlan Investment Management, LLC | 718,613 | 14.6M $ | as of Mar 31, 2026 |
| AE Wealth Management LLC | 703,684 | 14.3M $ | as of Mar 31, 2026 |
| Great Diamond Partners, LLC | 569,038 | 11.6M $ | as of Mar 31, 2026 |
| Brookwood Investment Group LLC | 468,796 | 9.5M $ | as of Mar 31, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 423,120 | 8.6M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 419,351 | 8.5M $ | as of Mar 31, 2026 |
| Park Edge Advisors, LLC | 410,019 | 8.3M $ | as of Mar 31, 2026 |
| PRINCIPAL SECURITIES, INC. | 405,197 | 8.2M $ | as of Mar 31, 2026 |
| Elevated Capital Advisors, LLC | 351,530 | 7.2M $ | as of Mar 31, 2026 |
| Financial Enhancement Group LLC | 284,674 | 5.9M $ | as of Mar 31, 2026 |
| Envestnet Portfolio Solutions, Inc. | 191,098 | 3.9M $ | as of Mar 31, 2026 |
| Key Capital Management, INC | 186,376 | 3.8M $ | as of Mar 31, 2026 |
| RiverTree Advisors, LLC | 156,859 | 3.2M $ | as of Mar 31, 2026 |
| IFS Group,LLC | 139,748 | 2.8M $ | as of Mar 31, 2026 |
| HOWARD BAILEY SECURITIES, LLC | 139,538 | 2.8M $ | as of Mar 31, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | 136,124 | 2.8M $ | as of Mar 31, 2026 |
| Orion Porfolio Solutions, LLC | 134,159 | 2.7M $ | as of Mar 31, 2026 |
| B.O.S.S. Retirement Advisors, LLC | 112,296 | 2.3M $ | as of Mar 31, 2026 |
| FSA Advisors, Inc. | 97,369 | 2M $ | as of Mar 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 89,329 | 1.8M $ | as of Mar 31, 2026 |