DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded

CTA

SIMPLIFY EXCHANGE TRADED FUN

249 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·249 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 8.6%

vs prior quarter

13F value held

$664M

69.0% inst. owned

of float

Holders

249

-33 QoQ

filers reporting

Activity

+103 / −99

+907 added · −884 reduced

this quarter

Concentration

20.34%

BANK OF AMERICA CORP /DE/ #1

top holder share

AI Holders Summary · Q1 2026

249 institutions reported CTA in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 20.3% of the visible book. -33 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

BANK OF AMERICA CORP /DE/

$135M4.5M0.01%Q1 2026 02

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$60M2.1M0.12%Q1 2026 03

Boothe Investment Group, Inc.

$53M1.7M16.91%Q1 2026 04

Concurrent Investment Advisors, LLC

$44M1.5M0.48%Q1 2026 05

$41M1.3M0.02%Q1 2026 06

ENVESTNET ASSET MANAGEMENT INC

$39M1.3M0.01%Q1 2026 07

LPL Financial LLC

$32M1.1M0.01%Q1 2026 08

Independence Wealth Advisors, LLC

$29M951K15.33%Q1 2026 09

AE Wealth Management LLC

$28M939K0.15%Q1 2026 10

Orion Portfolio Solutions, LLC

$25M877K0.12%Q1 2025 11

$24M810K0.00%Q1 2026 12

IAG Wealth Partners, LLC

$24M795K2.68%Q1 2026 13

HighTower Advisors, LLC

$21M684K0.02%Q1 2026 14

Altiora Financial Group, LLC

$19M630K3.14%Q1 2026 15

Pasadena Private Wealth, LLC

$16M524K2.19%Q1 2026 16

ABBINGTON INVESTMENT GROUP

$15M513K9.01%Q1 2026 17

$15M564K0.03%Q4 2025 18

Beaumont Financial Advisors, LLC

$15M501K1.04%Q1 2026 19

$15M489K0.07%Q1 2026 20

Fielder Capital Group LLC

$14M468K3.08%Q1 2026

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