DOSSIER · 13F Holders · Q2 2026
CAS

SIMPLIFY EXCHANGE TRADED FUN

3 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N384·3 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$12M
visible holders
Holders
3
filers reporting
Concentration
99.99%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported CAS in Q2 2026. Simplify Asset Management Inc. leads at 100.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Simplify Asset Management Inc.
CIK 0001846368
$12M428K0.17%Q2 2026
02
UBS Group AG
CIK 0001610520
$1K470.00%Q2 2026
03
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025
Insiders at SIMPLIFY EXCHANGE TRADED FUN
Hunter Gordon →Sheehan Michael J →Wb & Co →Mellin Jonathan →Traub Kenneth H →Schwind Paul →Young Allan J →Brownstein Howard Brod →