Vault-13

SIMPLIFY EXCHANGE TRADED FUN CTAP

US EQUI PLUS ETF · ETP · CUSIP 82889N228

18 institutional holders +5 vs Q1 2026
1,680,7641.7m shares reported held*
$44.4mreported value*
8 new 7 added 1 reduced 2 sold out net bought ≈ $27.0m (+1.0m 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 ≈ $26.42.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q4 25: 2Q1 26: 13Q2 26: 1818Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 20252
Q1 202613
Q2 202618

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q1 26: 12 bought or addedQ1 26: 0 cut or sold outQ1 26Q2 26: 15 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 2026120
Q2 2026153

Biggest buyers

MATHER GROUP, LLC. Added +275,336+275.3k
MML INVESTORS SERVICES, LLC New +274,867+274.9k
Tactive Advisors, LLC New +109,411+109.4k
ENVESTNET ASSET MANAGEMENT INC New +105,028+105.0k
Kensington Asset Management, LLC New +100,000+100.0k
Kestra Advisory Services, LLC New +64,469+64.5k
WEDBUSH SECURITIES INC Added +35,838+35.8k
JPMORGAN CHASE & CO Added +30,416+30.4k
Professional Financial Advisors, LLC Added +11,135+11.1k
Chicago Partners Investment Group LLC New +7,159+7.2k

Biggest sellers

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Sold out -956-956
Triton Wealth Management, PLLC Reduced -367-367
AE Wealth Management LLC Sold out -155-155

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MATHER GROUP, LLC. 0.13% of their portfolio CHICAGO, IL 583,086583.1k $15.4m $15.4m 0.13% Added +275.3k +275,336
2 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 274,867274.9k $7.3m $7.3m 0.01% New
3 Tactive Advisors, LLC 0.71% of their portfolio Jacksonville, FL 109,411109.4k $2.9m $2.9m 0.71% New
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 105,028105.0k $2.8m $2.8m 0.00% New
5 Simplify Asset Management Inc. 0.04% of their portfolio Las Vegas, NV 100,000100.0k $2.6m $2.6m 0.04% Unchanged
6 Kensington Asset Management, LLC 0.14% of their portfolio AUSTIN, TX 100,000100.0k $2.6m $2.6m 0.14% New
7 Professional Financial Advisors, LLC 0.40% of their portfolio NORTH PLATTE, NE 87,94287.9k $2.3m $2.3m 0.40% Added +11.1k +11,135
8 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 78,16378.2k $2.1m $2.1m 0.00% Added +4.2k +4,161
9 WEDBUSH SECURITIES INC 0.05% of their portfolio PASADENA, CA 77,07877.1k $2.0m $2.0m 0.05% Added +35.8k +35,838
10 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 64,46964.5k $1.7m $1.7m 0.01% New
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 30,56130.6k $802.3k $802.3k 0.00% Added +30.4k +30,416
12 Pekin Hardy Strauss, Inc. 0.06% of their portfolio CHICAGO, IL 26,57626.6k $701.9k $701.9k 0.06% Added +5.2k +5,206
13 Triton Wealth Management, PLLC 0.15% of their portfolio SUN CITY, AZ 18,12618.1k $482.0k $482.0k 0.15% Reduced -367 -367
14 Magnolia Private Wealth, LLC 0.25% of their portfolio PHILADELPHIA, PA 16,93816.9k $447.3k $447.3k 0.25% Added +1.3k +1,335
15 Chicago Partners Investment Group LLC 0.00% of their portfolio CHICAGO, IL 7,1597.2k $203.9k $203.9k 0.00% New
16 Reyes Financial Architecture, Inc. 0.01% of their portfolio SAN DIEGO, CA 874874 $23.1k $23.1k 0.01% New
17 Caitlin John, LLC 0.00% of their portfolio BRIGHTON, MI 337337 $8.9k $8.9k 0.00% New
18 Deane Retirement Strategies, Inc. 0.00% of their portfolio NEW ORLEANS, LA 149149 $3.9k $3.9k 0.00% Unchanged