IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Simplify Gamma E/M BND ETF (GAEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Elevated Capital Advisors, LLC
INCREASED
Shares107,652 from 102,237
Change+5,415 (+5%)
Value$2.7M (-$2.8K)
Filed 2026-11-04
Key Capital Management, Inc
INCREASED
Shares56,066 from 54,117
Change+1,949 (+4%)
Value$1.4M (-$24.9K)
Filed 2026-11-03
Encompass More Asset Management
INCREASED
Shares52,406 from 46,446
Change+5,960 (+13%)
Value$1.3M (+$88.1K)
Filed 2026-10-16
Pekin Hardy Strauss, Inc.
INCREASED
Shares44,564 from 37,764
Change+6,800 (+18%)
Value$1.1M (+$121.5K)
Filed 2026-11-02
Mosley Wealth Management
NEW
Shares39,728
Change+39,728
Value$1.0M
Filed 2026-10-16
Winnacle Wealth LLC
INCREASED
Shares38,764 from 13,438
Change+25,326 (+188%)
Value$989.8K (+$628.1K)
Filed 2026-10-15
SteelPeak Wealth, LLC
INCREASED
Shares36,087 from 18,758
Change+17,329 (+92%)
Value$921.5K (+$416.6K)
Filed 2026-10-16
Howard Bailey Securities, LLC
DECREASED
Shares35,502 from 37,237
Change-1,735 (-5%)
Value$906.5K (-$95.7K)
Filed 2026-10-27
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares29,934 from 31,176
Change-1,242 (-4%)
Value$764.4K (-$74.7K)
Filed 2026-10-26
Blackston Financial Advisory Group, LLC
DECREASED
Shares15,976 from 16,172
Change-196 (-1%)
Value$407.9K (-$27.3K)
Filed 2026-11-04
Networth Advisors, LLC
INCREASED
Shares12,295 from 11,440
Change+855 (+7%)
Value$314.0K (+$6.0K)
Filed 2026-11-03
Beacon Capital Management, LLC
DECREASED
Shares10,232 from 15,850
Change-5,618 (-35%)
Value$261.3K (-$165.3K)
Filed 2026-10-23
Lloyd Advisory Services, Llc.
DECREASED
Shares6,022 from 6,143
Change-121 (-2%)
Value$153.8K (-$11.6K)
Filed 2026-11-02
Decker Retirement Planning Inc.
DECREASED
Shares3,111 from 3,421
Change-310 (-9%)
Value$79.4K (-$12.6K)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
DECREASED
Shares1,713 from 1,753
Change-40 (-2%)
Value$43.7K (-$3.4K)
Filed 2026-11-04
Montgomery Financial Services LLC
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$9.0K (-$486)
Filed 2026-11-03
Buck Wealth Strategies, LLC
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$8.9K (-$480)
Filed 2026-10-28
Assetmark, Inc
NEW
Shares33
Change+33
Value$843
Filed 2026-10-21
POM Investment Strategies, LLC
DECREASED
Shares3 from 986
Change-983 (-100%)
Value$79 (-$26.4K)
Filed 2026-10-20
AE Wealth Management LLC
N/A
Shares— from 206,978
Change-206,978 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 50,903
Change-50,903 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 29,090
Change-29,090 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 26,937
Change-26,937 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 18,506
Change-18,506 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,577
Change-11,577 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
Elevated Capital Advisors, LLC
INCREASED107,652102,237+5,415+5%$2.8M$2.7M-$2.8K2026-11-04
Key Capital Management, Inc
INCREASED56,06654,117+1,949+4%$1.5M$1.4M-$24.9K2026-11-03
Encompass More Asset Management
INCREASED52,40646,446+5,960+13%$1.3M$1.3M+$88.1K2026-10-16
Pekin Hardy Strauss, Inc.
INCREASED44,56437,764+6,800+18%$1.0M$1.1M+$121.5K2026-11-02
Mosley Wealth Management
NEW39,728—+39,728——$1.0M—2026-10-16
Winnacle Wealth LLC
INCREASED38,76413,438+25,326+188%$361.7K$989.8K+$628.1K2026-10-15
SteelPeak Wealth, LLC
INCREASED36,08718,758+17,329+92%$504.8K$921.5K+$416.6K2026-10-16
Howard Bailey Securities, LLC
DECREASED35,50237,237-1,735-5%$1.0M$906.5K-$95.7K2026-10-27
B.O.S.S. Retirement Advisors, LLC
DECREASED29,93431,176-1,242-4%$839.1K$764.4K-$74.7K2026-10-26
Blackston Financial Advisory Group, LLC
DECREASED15,97616,172-196-1%$435.3K$407.9K-$27.3K2026-11-04
Networth Advisors, LLC
INCREASED12,29511,440+855+7%$307.9K$314.0K+$6.0K2026-11-03
Beacon Capital Management, LLC
DECREASED10,23215,850-5,618-35%$426.6K$261.3K-$165.3K2026-10-23
Lloyd Advisory Services, Llc.
DECREASED6,0226,143-121-2%$165.3K$153.8K-$11.6K2026-11-02
Decker Retirement Planning Inc.
DECREASED3,1113,421-310-9%$92.1K$79.4K-$12.6K2026-10-19
Tounjian Advisory Partners, LLC
DECREASED1,7131,753-40-2%$47.2K$43.7K-$3.4K2026-11-04
Montgomery Financial Services LLC
UNCHANGED35235200%$9.5K$9.0K-$4862026-11-03
Buck Wealth Strategies, LLC
UNCHANGED34834800%$9.4K$8.9K-$4802026-10-28
Assetmark, Inc
NEW33—+33——$843—2026-10-21
POM Investment Strategies, LLC
DECREASED3986-983-100%$26.5K$79-$26.4K2026-10-20
AE Wealth Management LLC
N/A—206,978-206,978-100%$5.6M———
Inspire Advisors, LLC
N/A—50,903-50,903-100%$1.4M———
FSA Advisors, Inc.
N/A—29,090-29,090-100%$782.9K———
CreativeOne Wealth, LLC
N/A—26,937-26,937-100%$725.0K———
Authentikos Wealth Advisory, LLC
N/A—18,506-18,506-100%$498.1K———
Jane Street Group, LLC
N/A—11,577-11,577-100%$311.6K———
Osaic Holdings, Inc.
N/A—15-15-100%$403———
Showing 26 of 26 institutions