13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
AGGH

SIMPLIFY EXCHANGE TRADED FUN

93 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N723·93 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.5%
vs prior quarter
13F value held
$260M
46.0% inst. owned
of float
Holders
93
-111 QoQ
filers reporting
Activity
+26 / −112
+878 added · −769 reduced
this quarter
Concentration
16.54%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q1 2026

93 institutions reported AGGH in Q1 2026. Simplify Asset Management Inc. leads at 16.5% of the visible book. -111 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Simplify Asset Management Inc.
CIK 0001846368
$43M2.1M0.66%Q1 202602
WCG Wealth Advisors LLC
CIK 0001855713
$38M1.9M1.06%Q1 202603
Sowell Financial Services LLC
CIK 0001633697
$24M1.2M0.90%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$24M1.2M0.01%Q1 202605
LPL Financial LLC
CIK 0001403438
$16M808K0.00%Q1 202606
WealthPlan Investment Management, LLC
CIK 0001929986
$15M719K0.81%Q1 202607
AE Wealth Management LLC
CIK 0001697723
$14M704K0.08%Q1 202608
Great Diamond Partners, LLC
CIK 0001801112
$12M569K2.23%Q1 202609
Brookwood Investment Group LLC
CIK 0002066812
$10M469K1.18%Q1 202610
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$9M423K1.45%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M419K0.01%Q1 202612
Park Edge Advisors, LLC
CIK 0001965659
$8M410K1.92%Q1 202613
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$8M405K0.12%Q1 202614
Elevated Capital Advisors, LLC
CIK 0001802387
$7M352K1.80%Q1 202615
Financial Enhancement Group LLC
CIK 0001641438
$6M285K0.73%Q1 202616
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$4M191K0.02%Q1 202617
Key Capital Management, INC
CIK 0002107249
$4M186K2.50%Q1 202618
RiverTree Advisors, LLC
CIK 0001872501
$3M157K2.02%Q1 202619
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$3M139K0.02%Q2 202520
IFS Group,LLC
CIK 0002087139
$3M140K2.53%Q1 2026
Page 1 of 5
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