13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
BUCK

SIMPLIFY EXCHANGE TRADED FUN

94 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 82889N640·94 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.4%
vs prior quarter
13F value held
$176M
79.0% inst. owned
of float
Holders
94
-39 QoQ
filers reporting
Activity
+11 / −8
+873 added · −692 reduced
this quarter
Concentration
22.75%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q1 2026

94 institutions reported BUCK in Q1 2026. Simplify Asset Management Inc. leads at 22.7% of the visible book. -39 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
$40M1.7M0.61%Q1 202602
AE Wealth Management LLC
CIK 0001697723
$24M1.0M0.13%Q1 202603
LPL Financial LLC
CIK 0001403438
$19M826K0.01%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$14M575K0.00%Q1 202605
Elevated Capital Advisors, LLC
CIK 0001802387
$10M441K2.61%Q1 202606
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$10M412K0.14%Q1 202607
RiverTree Advisors, LLC
CIK 0001872501
$7M311K4.63%Q1 202608
VanWeelden Wealth Management, LLC
CIK 0001740451
$7M304K5.70%Q1 202609
Owen LaRue, LLC
CIK 0001965328
$6M256K2.31%Q1 202610
Key Capital Management, INC
CIK 0002107249
$5M227K3.52%Q1 202611
Orion Porfolio Solutions, LLC
CIK 0001360533
$5M215K0.04%Q1 202612
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$4M173K1.67%Q1 202613
Orion Portfolio Solutions, LLC
CIK 0001802647
$4M148K0.02%Q1 202514
Park Edge Advisors, LLC
CIK 0001965659
$3M140K0.76%Q1 202615
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$3M140K0.01%Q1 202616
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$3M135K0.97%Q1 202617
FSA Advisors, Inc.
CIK 0001905627
$3M120K1.98%Q4 202518
Fiduciary Alliance LLC
CIK 0001954805
$3M118K0.17%Q1 202619
Encompass More Asset Management
CIK 0002011218
$3M117K0.46%Q1 202620
Beacon Capital Management, LLC
CIK 0001921487
$2M101K0.42%Q1 2026
Page 1 of 5
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