Who Owns SIMPLIFY EXCHANGE TRADED FDS (PINK)? -- Institutional Holders (2026-06-30)

87 institutions reported holding $213.0M of SIMPLIFY EXCHANGE TRADED FDS (PINK) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($27.3M), WCG Wealth Advisors LLC ($21.2M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($15.4M), Gladstone Institutional Advisory LLC ($12.4M), RAYMOND JAMES FINANCIAL INC ($12.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$27.3M698,169Added
2WCG Wealth Advisors LLC$21.2M540,937Added
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$15.4M388,933Added
4Gladstone Institutional Advisory LLC$12.4M315,941Trimmed
5RAYMOND JAMES FINANCIAL INC$12.2M312,603Added
6NewEdge Advisors, LLC$10.8M275,933New
7HighTower Advisors, LLC$10.2M261,171Trimmed
8FOURPATH CAPITAL MANAGEMENT, LLC$9.8M250,047New
9CIBC WORLD MARKET INC.$7.5M191,687Added
10Private Advisor Group, LLC$7.2M184,344New
11LEE DANNER & BASS INC$6.4M163,962Trimmed
12Janney Montgomery Scott LLC$5.7M145,502New
13PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$4.6M118,256New
14SBE LLC DBA CEDAR COVE WEALTH PARTNERS$4.4M112,680Added
15Ironsides Asset Advisors, LLC$3.7M95,660Trimmed
16Copia Wealth Management$3.5M90,199Added
17Thrivent Financial for Lutherans$3.1M78,656Added
18Gambit Capital Management, LLC$3.0M75,889Added
19Royal Bank of Canada$2.7M69,156Added
20Summit Financial, LLC$2.6M67,609Added
21OSAIC HOLDINGS, INC.$2.6M66,791Added
22Encompass More Asset Management$2.4M60,533New
23RATIONAL ADVISORS, INC.$2.2M56,100New
24STIFEL FINANCIAL CORP$2.2M55,278Added
25Haven Private, LLC$2.1M54,235Added

Source: SEC Form 13F filings · as of 2026-06-30