SIMPLIFY EXCHANGE TRADED FUN 13F Institutional Holdings

Institutions

Combined AUM (Q2 2026)

$14.0M

Combined Shares (Q2 2026)

544,498

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+429,231

6 institutions added · 4 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-27,516

1 institutions reduced · 1 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+401,715

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Tidal Investments LLC	0.01%	<0.01%	#3	$7.1M	277,854	$1.1M	42,346	+235,508+556.15%	Add
Encompass More Asset Management	0.41%	0.31%	#1	$2.8M	109,805	$1.8M	72,921	+36,884+50.58%	Add
Quantinno Capital Management LP	<0.01%	—	#4	$2.3M	89,392	$0	0	+89,392	New Buy
CreativeOne Wealth, LLC	0.02%	—	#2	$1.2M	45,101	$0	0	+45,101	New Buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	<0.01%	—	#5	$573,434	22,330	$0	0	+22,330	New Buy
UBS Group AG	<0.01%	—	#6	$410	16	$0	0	+16	New Buy

SIMPLIFY EXCHANGE TRADED FUN

🧭 Institutional Sector Flow Heatmap