DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
CRDT

SIMPLIFY EXCHANGE TRADED FUN

20 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 82889N558·20 13F holders·last filed Mar 31, 2026
Market cap
6.6%
vs prior quarter
13F value held
$38M
52.0% inst. owned
of float
Holders
20
-59 QoQ
filers reporting
Activity
+21 / −96
+999 added · −785 reduced
this quarter
Concentration
37.49%
Ascension Capital Advisors, Inc. #1
top holder share
AI Holders Summary · Q1 2026

20 institutions reported CRDT in Q1 2026. Ascension Capital Advisors, Inc. leads at 37.5% of the visible book. -59 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Ascension Capital Advisors, Inc.
CIK 0001689227
$14M639K4.53%Q1 2026
02
Continuum Advisory, LLC
CIK 0001846532
$10M432K0.93%Q1 2026
03
Focus Partners Wealth
CIK 0001542153
$6M276K0.01%Q4 2025
04
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$5M201K1.98%Q1 2026
05
AE Wealth Management LLC
CIK 0001697723
$605,72427K0.00%Q1 2026
06
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$537,52424K0.00%Q1 2026
07
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$537,52424K0.01%Q1 2026
08
NAPA WEALTH MANAGEMENT
CIK 0001602844
$494,84921K0.23%Q3 2025
09
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$383,58217K0.00%Q1 2026
10
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$209,8149K0.00%Q1 2026
11
Trajan Wealth LLC
CIK 0001934415
$201,2809K0.01%Q1 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$68,2973K0.00%Q1 2026
13
MATHER GROUP, LLC.
CIK 0001527641
$35,1912K0.00%Q1 2026
14
Steward Partners Investment Advisory, LLC
CIK 0001723397
$35,1002K0.00%Q1 2026
15
Lloyd Advisory Services, LLC.
CIK 0001802474
$17,1077590.00%Q1 2026
16
Kingdom Financial Group LLC.
CIK 0001962236
$17,1077590.00%Q1 2026
17
Networth Advisors, LLC
CIK 0002099019
$4,5062000.00%Q1 2026
18
Geneos Wealth Management Inc.
CIK 0001764754
$2,9491310.00%Q1 2026
19
Elevated Capital Advisors, LLC
CIK 0001802387
$2,4921110.00%Q1 2026
20
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025