19 institutions reported holding $18.7M of SIMPLIFY EXCHANGE TRADED FUN (GAEM) in SEC 13F filings for 2026-03-31. Largest institutional holders: AE Wealth Management LLC ($5.0M), Inspire Advisors, LLC ($3.2M), Elevated Capital Advisors, LLC ($2.4M), Key Capital Management, INC ($1.3M), Encompass More Asset Management ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $5.0M | 193,498 | Trimmed |
| 2 | Inspire Advisors, LLC | $3.2M | 124,031 | Trimmed |
| 3 | Elevated Capital Advisors, LLC | $2.4M | 93,843 | Added |
| 4 | Key Capital Management, INC | $1.3M | 49,922 | Added |
| 5 | Encompass More Asset Management | $1.1M | 44,403 | New |
| 6 | Pekin Hardy Strauss, Inc. | $986,771 | 38,114 | New |
| 7 | HOWARD BAILEY SECURITIES, LLC | $952,828 | 36,803 | Added |
| 8 | B.O.S.S. Retirement Advisors, LLC | $748,417 | 28,908 | Added |
| 9 | FSA Advisors, Inc. | $665,943 | 25,722 | Added |
| 10 | Beacon Capital Management, LLC | $545,388 | 21,066 | Trimmed |
| 11 | Authentikos Wealth Advisory, LLC | $502,582 | 19,412 | Trimmed |
| 12 | Blackston Financial Advisory Group, LLC | $391,172 | 15,109 | Added |
| 13 | CreativeOne Wealth, LLC | $370,683 | 14,318 | Added |
| 14 | Networth Advisors, LLC | $289,347 | 11,176 | Added |
| 15 | Decker Retirement Planning Inc. | $87,171 | 3,367 | Trimmed |
| 16 | POM Investment Strategies, LLC | $59,676 | 2,305 | Trimmed |
| 17 | Sound Income Strategies, LLC | $2,882 | 111 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $388 | 15 | Hold |
| 19 | Lloyd Advisory Services, LLC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31