GAEM — Simplify Exchange Traded Fun Institutional Holders · Q2 2026

Name: Who Owns GAEM? 25 Institutions Hold $20M (Q2 2026)
Creator: ko.io

Who owns Simplify Exchange Traded Fun (GAEM)? 25 institutions reported holding $19.96M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: AE Wealth Management LLC ($5.6M), Elevated Capital Advisors, LLC ($2.8M), Key Capital Management, INC ($1.5M).

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	Inspire Advisors, LLC	$1.4M	50,903	Trimmed
5	Encompass More Asset Management	$1.3M	46,446	Added
6	Pekin Hardy Strauss, Inc.	$1.0M	37,764	Trimmed
7	HOWARD BAILEY SECURITIES, LLC	$1.0M	37,237	Added
8	B.O.S.S. Retirement Advisors, LLC	$839,069	31,176	Added
9	FSA Advisors, Inc.	$782,932	29,090	Added
10	CreativeOne Wealth, LLC	$724,981	26,937	Added
11	SteelPeak Wealth, LLC	$504,840	18,758	New
12	Authentikos Wealth Advisory, LLC	$498,071	18,506	Trimmed
13	Blackston Financial Advisory Group, LLC	$435,254	16,172	Added
14	Beacon Capital Management, LLC	$426,596	15,850	Trimmed
15	WINNOW WEALTH LLC	$361,667	13,438	New
16	JANE STREET GROUP, LLC	$311,582	11,577	New
17	Networth Advisors, LLC	$307,905	11,440	Added
18	Lloyd Advisory Services, LLC.	$165,326	6,143	New
19	Decker Retirement Planning Inc.	$92,075	3,421	Added
20	TOUNJIAN ADVISORY PARTNERS, LLC	$47,174	1,753	New
21	POM Investment Strategies, LLC	$26,528	986	Trimmed
22	Montgomery Financial Services LLC	$9,474	352	New
23	Buck Wealth Strategies, LLC	$9,366	348	New
24	OSAIC HOLDINGS, INC.	$403	15	Hold
25	Sound Income Strategies, LLC	$0	0	Exited

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