13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
CTA

SIMPLIFY EXCHANGE TRADED FUN

248 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 82889N699·Exchange Traded Fund·248 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$674M
visible holders
Holders
248
filers reporting
Concentration
20.05%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

248 institutions reported CTA in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 20.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$135M4.5M0.01%Q1 202602
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$75M3.1M0.13%Q2 202603
Boothe Investment Group, Inc.
CIK 0001749798
$45M1.7M14.24%Q2 202604
Concurrent Investment Advisors, LLC
CIK 0002001015
$44M1.5M0.48%Q1 202605
CITIGROUP INC
CIK 0000831001
$41M1.3M0.02%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$39M1.3M0.01%Q1 202607
LPL Financial LLC
CIK 0001403438
$32M1.1M0.01%Q1 202608
Independence Wealth Advisors, LLC
CIK 0002001765
$29M951K15.33%Q1 202609
AE Wealth Management LLC
CIK 0001697723
$28M939K0.15%Q1 202610
Orion Portfolio Solutions, LLC
CIK 0001802647
$25M877K0.12%Q1 202511
UBS Group AG
CIK 0001610520
$24M810K0.00%Q1 202612
IAG Wealth Partners, LLC
CIK 0001827261
$24M795K2.68%Q1 202613
HighTower Advisors, LLC
CIK 0001462245
$21M684K0.02%Q1 202614
Altiora Financial Group, LLC
CIK 0001986156
$19M630K3.14%Q1 202615
Pasadena Private Wealth, LLC
CIK 0001760578
$16M524K2.19%Q1 202616
Deane Retirement Strategies, Inc.
CIK 0001659346
$16M598K6.56%Q2 202617
ABBINGTON INVESTMENT GROUP
CIK 0002088867
$15M513K9.01%Q1 202618
ASSETMARK, INC
CIK 0001344551
$15M564K0.03%Q4 202519
Beaumont Financial Advisors, LLC
CIK 0001957394
$15M501K1.04%Q1 202620
&PARTNERS
CIK 0000107136
$15M489K0.07%Q1 2026
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