13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
CDX

SIMPLIFY EXCHANGE TRADED FUN

92 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 82889N830·92 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.3%
vs prior quarter
13F value held
$242M
55.0% inst. owned
of float
Holders
92
+2 QoQ
filers reporting
Activity
+77 / −22
+952 added · −880 reduced
this quarter
Concentration
16.08%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC #1
top holder share
AI Holders Summary · Q1 2026

92 institutions reported CDX in Q1 2026. SIGNATURE ESTATE & INVESTMENT ADVISORS LLC leads at 16.1% of the visible book. +2 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$39M1.8M0.79%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$32M1.5M0.01%Q1 202603
AE Wealth Management LLC
CIK 0001697723
$27M1.3M0.15%Q1 202604
Altiora Financial Group, LLC
CIK 0001986156
$19M899K3.16%Q1 202605
Park Edge Advisors, LLC
CIK 0001965659
$16M756K3.72%Q1 202606
Insight Wealth Strategies, LLC
CIK 0001749914
$15M680K1.62%Q1 202607
LPL Financial LLC
CIK 0001403438
$13M587K0.00%Q1 202608
DRIVE WEALTH MANAGEMENT, LLC
CIK 0001952781
$8M397K1.79%Q1 202609
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$8M378K0.12%Q1 202610
NewEdge Wealth, LLC
CIK 0001861796
$8M368K0.09%Q1 202611
Orion Porfolio Solutions, LLC
CIK 0001360533
$7M333K0.06%Q1 202612
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$7M316K1.14%Q1 202613
Meridian Wealth Management, LLC
CIK 0001697300
$7M308K0.23%Q1 202614
Prime Capital Investment Advisors, LLC
CIK 0001731446
$7M305K0.08%Q1 202615
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$6M286K0.27%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M243K0.01%Q1 202617
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$5M242K0.03%Q1 202618
NewEdge Advisors, LLC
CIK 0001633516
$5M226K0.02%Q1 202619
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$5M210K1.98%Q1 202620
Security National Bank
CIK 0001719739
$5M218K0.68%Q1 2026
Page 1 of 5
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