90 institutions reported holding $128.1M of SIMPLIFY EXCHANGE TRADED FUN (PINK) in SEC 13F filings for 2026-03-31. Largest institutional holders: WCG Wealth Advisors LLC ($16.9M), LPL Financial LLC ($15.5M), HighTower Advisors, LLC ($12.7M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($12.5M), Gladstone Institutional Advisory LLC ($11.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WCG Wealth Advisors LLC | $16.9M | 503,148 | Added |
| 2 | LPL Financial LLC | $15.5M | 461,340 | Trimmed |
| 3 | HighTower Advisors, LLC | $12.7M | 377,893 | Trimmed |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.5M | 370,233 | Trimmed |
| 5 | Gladstone Institutional Advisory LLC | $11.7M | 347,007 | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $9.1M | 270,132 | Added |
| 7 | CIBC WORLD MARKET INC. | $6.0M | 177,677 | Trimmed |
| 8 | LEE DANNER & BASS INC | $5.6M | 165,477 | Added |
| 9 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $3.8M | 111,591 | Added |
| 10 | Ironsides Asset Advisors, LLC | $3.4M | 100,146 | Added |
| 11 | Copia Wealth Management | $3.0M | 88,868 | Trimmed |
| 12 | Thrivent Financial for Lutherans | $2.5M | 73,706 | Trimmed |
| 13 | STIFEL FINANCIAL CORP | $1.8M | 54,621 | Trimmed |
| 14 | Haven Private, LLC | $1.7M | 49,135 | Added |
| 15 | HRT FINANCIAL LP | $1.4M | 42,431 | New |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 41,122 | Trimmed |
| 17 | Sanctuary Advisors, LLC | $1.3M | 39,167 | Added |
| 18 | OSAIC HOLDINGS, INC. | $1.3M | 38,853 | Trimmed |
| 19 | CITADEL ADVISORS LLC | $1.1M | 31,672 | New |
| 20 | Cambridge Advisors Inc. | $1.1M | 31,553 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $986,380 | 29,304 | Added |
| 22 | Royal Bank of Canada | $980,000 | 29,124 | Added |
| 23 | Independent Advisor Alliance | $979,676 | 29,105 | Added |
| 24 | HARMONY ASSET MANAGEMENT LLC | $977,386 | 29,037 | Added |
| 25 | Gambit Capital Management, LLC | $953,453 | 28,326 | Added |
Source: SEC Form 13F filings · as of 2026-03-31