14 institutions reported holding $14.6M of SIMPLIFY EXCHANGE TRADED FUN (GAEM) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($5.6M), Elevated Capital Advisors, LLC ($2.8M), Key Capital Management, INC ($1.5M), Encompass More Asset Management ($1.3M), Pekin Hardy Strauss, Inc. ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $5.6M | 206,978 | Added |
| 2 | Elevated Capital Advisors, LLC | $2.8M | 102,237 | Added |
| 3 | Key Capital Management, INC | $1.5M | 54,117 | Added |
| 4 | Encompass More Asset Management | $1.3M | 46,446 | Added |
| 5 | Pekin Hardy Strauss, Inc. | $1.0M | 37,764 | Trimmed |
| 6 | B.O.S.S. Retirement Advisors, LLC | $839,069 | 31,176 | Added |
| 7 | SteelPeak Wealth, LLC | $504,840 | 18,758 | New |
| 8 | Beacon Capital Management, LLC | $426,596 | 15,850 | Trimmed |
| 9 | WINNOW WEALTH LLC | $361,667 | 13,438 | New |
| 10 | Networth Advisors, LLC | $307,905 | 11,440 | Added |
| 11 | Decker Retirement Planning Inc. | $92,075 | 3,421 | Added |
| 12 | POM Investment Strategies, LLC | $26,528 | 986 | Trimmed |
| 13 | Buck Wealth Strategies, LLC | $9,366 | 348 | New |
| 14 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30