DOSSIER · 13F Holders · Q2 2026
CAS

SIMPLIFY EXCHANGE TRADED FUN

4 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 82889N384·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$13M
visible holders
Holders
4
filers reporting
Concentration
98.98%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported CAS in Q2 2026. Simplify Asset Management Inc. leads at 99.0% 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
TD Waterhouse Canada Inc.
CIK 0001999606
$123K5K0.00%Q1 2026
03
UBS Group AG
CIK 0001610520
$5K1870.00%Q1 2026
04
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at SIMPLIFY EXCHANGE TRADED FUN
Hunter GordonSheehan Michael JWb & CoMellin JonathanTraub Kenneth HSchwind PaulYoung Allan JBrownstein Howard Brod