Vault-13

SIMPLIFY EXCHANGE TRADED FUN YGLD

GOLD STRATEGY PL · ETP · CUSIP 82889N426

16 institutional holders +2 vs Q1 2026
256,667256.7k shares reported held*
$8.1mreported value*
5 new 5 added 4 reduced 4 sold out net sold ≈ $878.9k (-27.9k 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 ≈ $31.46.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q4 24: 4Q1 25: 8Q2 25: 7Q3 25: 8Q4 25: 10Q1 26: 14Q2 26: 1616Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20244
Q1 20258
Q2 20257
Q3 20258
Q4 202510
Q1 202614
Q2 202616

Buyers vs sellers

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

Bought or addedCut or sold out
10010Q1 25: 6 bought or addedQ1 25: 2 cut or sold outQ1 25Q2 25: 4 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 6 bought or addedQ3 25: 4 cut or sold outQ3 25Q4 25: 7 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 10 bought or addedQ1 26: 5 cut or sold outQ1 26Q2 26: 10 bought or addedQ2 26: 8 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202562
Q2 202544
Q3 202564
Q4 202576
Q1 2026105
Q2 2026108

Biggest buyers

RFG Advisory, LLC New +32,378+32.4k
Authentikos Wealth Advisory, LLC Added +14,138+14.1k
BANK OF AMERICA CORP /DE/ New +6,626+6.6k
MATHER GROUP, LLC. Added +1,682+1.7k
Holcombe Financial, Inc. Added +1,096+1.1k
Luminist Capital LLC Added +1,011+1.0k
Cambridge Advisors Inc. Added +949+949
Steward Partners Investment Advisory, LLC New +65+65
IFP Advisors, Inc New +16+16
JPMORGAN CHASE & CO New +16+16

Biggest sellers

Legacy Wealth Managment, LLC/ID Reduced -19,885-19.9k
Reyes Financial Architecture, Inc. Reduced -17,273-17.3k
OLD MISSION CAPITAL LLC Reduced -16,687-16.7k
JANE STREET GROUP, LLC Sold out -16,038-16.0k
Park Edge Advisors, LLC Reduced -9,302-9.3k
Quantinno Capital Management LP Sold out -6,698-6.7k
IMA Advisory Services, Inc. Sold out -20-20
WFA of San Diego, LLC Sold out -10-10

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Authentikos Wealth Advisory, LLC 1.66% of their portfolio MORGAN HILL, CA 82,77482.8k $2.6m $2.6m 1.66% Added +14.1k +14,138
2 Legacy Wealth Managment, LLC/ID 0.43% of their portfolio BOISE, ID 33,43533.4k $1.1m $1.1m 0.43% Reduced -19.9k -19,885
3 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 32,37832.4k $1.0m $1.0m 0.02% New
4 Park Edge Advisors, LLC 0.18% of their portfolio Cleveland, OH 27,55527.6k $866.9k $866.9k 0.18% Reduced -9.3k -9,302
5 Holcombe Financial, Inc. 0.40% of their portfolio ATLANTA, GA 22,27622.3k $700.8k $700.8k 0.40% Added +1.1k +1,096
6 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 19,14319.1k $602.2k $602.2k 0.02% Reduced -16.7k -16,687
7 Cambridge Advisors Inc. 0.09% of their portfolio OMAHA, NE 16,10416.1k $506.6k $506.6k 0.09% Added +949 +949
8 J. M. Brown & Associates Inc. 0.13% of their portfolio TULSA, OK 7,4327.4k $233.8k $233.8k 0.13% First filing
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 6,6266.6k $208.5k $208.5k 0.00% New
10 Luminist Capital LLC 0.18% of their portfolio GRAND RAPIDS, MI 5,1175.1k $161.0k $161.0k 0.18% Added +1.0k +1,011
11 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 1,9962.0k $62.8k $62.8k 0.00% Added +1.7k +1,682
12 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,5001.5k $47.2k $47.2k 0.00% Unchanged
13 Reyes Financial Architecture, Inc. 0.00% of their portfolio SAN DIEGO, CA 234234 $7.4k $7.4k 0.00% Reduced -17.3k -17,273
14 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 6565 $2.0k $2.0k 0.00% New
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1616 $503 $503 0.00% New
16 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1616 $503 $503 0.00% New