Who Owns SIMPLIFY EXCHANGE TRADED FUN (PINK)? -- Institutional Holders (2026-06-30)
88 institutions reported holding $213.1M of SIMPLIFY EXCHANGE TRADED FUN (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.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $27.3M | 698,169 | Added |
| 2 | WCG Wealth Advisors LLC | $21.2M | 540,937 | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.4M | 388,933 | Added |
| 4 | Gladstone Institutional Advisory LLC | $12.4M | 315,941 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $12.2M | 312,603 | Added |
| 6 | NewEdge Advisors, LLC | $10.8M | 275,933 | New |
| 7 | HighTower Advisors, LLC | $10.2M | 261,171 | Trimmed |
| 8 | FOURPATH CAPITAL MANAGEMENT, LLC | $9.8M | 250,047 | New |
| 9 | CIBC WORLD MARKET INC. | $7.5M | 191,687 | Added |
| 10 | Private Advisor Group, LLC | $7.2M | 184,344 | New |
| 11 | LEE DANNER & BASS INC | $6.4M | 163,962 | Trimmed |
| 12 | Janney Montgomery Scott LLC | $5.7M | 145,502 | New |
| 13 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $4.6M | 118,256 | New |
| 14 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $4.4M | 112,680 | Added |
| 15 | Ironsides Asset Advisors, LLC | $3.7M | 95,660 | Trimmed |
| 16 | Copia Wealth Management | $3.5M | 90,199 | Added |
| 17 | Thrivent Financial for Lutherans | $3.1M | 78,656 | Added |
| 18 | Gambit Capital Management, LLC | $3.0M | 75,889 | Added |
| 19 | Royal Bank of Canada | $2.7M | 69,156 | Added |
| 20 | Summit Financial, LLC | $2.6M | 67,609 | Added |
| 21 | OSAIC HOLDINGS, INC. | $2.6M | 66,791 | Added |
| 22 | Encompass More Asset Management | $2.4M | 60,533 | New |
| 23 | RATIONAL ADVISORS, INC. | $2.2M | 56,100 | New |
| 24 | STIFEL FINANCIAL CORP | $2.2M | 55,278 | Added |
| 25 | Haven Private, LLC | $2.1M | 54,235 | Added |
Source: SEC Form 13F filings · as of 2026-06-30