Vault-13

SIMPLIFY EXCHANGE TRADED FUN CTAP

US EQUI PLUS ETF · ETP · CUSIP 82889N228

13 institutional holders +11 vs Q4 2025
4,025,7554.0m shares reported held*
$107.8mreported value*
11 new 1 added 0 reduced 0 sold out net bought ≈ $104.9m (+3.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $26.78.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

051015Q4 25: 2Q1 26: 1313Q4 25Q1 26
Numbers
QuarterHolders
Q4 20252
Q1 202613

Biggest buyers

CWM, LLC New +3,369,085+3.4m
MATHER GROUP, LLC. New +307,750+307.8k
Professional Financial Advisors, LLC New +76,807+76.8k
COMMONWEALTH EQUITY SERVICES, LLC New +74,002+74.0k
WEDBUSH SECURITIES INC Added +32,029+32.0k
Pekin Hardy Strauss, Inc. New +21,370+21.4k
Triton Wealth Management, PLLC New +18,493+18.5k
Magnolia Private Wealth, LLC New +15,603+15.6k
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ New +956+956
AE Wealth Management LLC New +155+155

Biggest sellers

None

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.24% of their portfolio OMAHA, NE 3,369,0853.4m $90.2m $90.2m 0.24% New
2 MATHER GROUP, LLC. 0.08% of their portfolio CHICAGO, IL 307,750307.8k $8.2m $8.2m 0.08% New
3 Simplify Asset Management Inc. 0.04% of their portfolio Las Vegas, NV 100,000100.0k $2.7m $2.7m 0.04% Unchanged
4 Professional Financial Advisors, LLC 0.42% of their portfolio NORTH PLATTE, NE 76,80776.8k $2.1m $2.1m 0.42% New
5 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 74,00274.0k $2.0m $2.0m 0.00% New
6 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 41,24041.2k $1.1m $1.1m 0.03% Added +32.0k +32,029
7 Pekin Hardy Strauss, Inc. 0.06% of their portfolio CHICAGO, IL 21,37021.4k $572.3k $572.3k 0.06% New
8 Triton Wealth Management, PLLC 0.18% of their portfolio SUN CITY, AZ 18,49318.5k $491.6k $491.6k 0.18% New
9 Magnolia Private Wealth, LLC 0.28% of their portfolio PHILADELPHIA, PA 15,60315.6k $417.9k $417.9k 0.28% New
10 ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 0.00% of their portfolio SALT LAKE CITY, UT 956956 $25.6k $25.6k 0.00% New
11 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 155155 $4.2k $4.2k 0.00% New
12 Deane Retirement Strategies, Inc. 0.00% of their portfolio NEW ORLEANS, LA 149149 $4.0k $4.0k 0.00% New
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 145145 $3.8k $3.8k 0.00% New