13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
CTA

SIMPLIFY EXCHANGE TRADED FUN

265 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 82889N699·Exchange Traded Fund·265 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$624M
visible holders
Holders
265
filers reporting
Concentration
21.48%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

265 institutions reported CTA in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 21.5% 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
$134M5.2M0.01%Q2 202602
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$75M3.1M0.13%Q2 202603
CITIGROUP INC
CIK 0000831001
$55M2.1M0.02%Q2 202604
Boothe Investment Group, Inc.
CIK 0001749798
$45M1.7M14.24%Q2 202605
LPL Financial LLC
CIK 0001403438
$38M1.5M0.01%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$30M1.2M0.01%Q2 202607
Independence Wealth Advisors, LLC
CIK 0002001765
$29M951K15.33%Q1 202608
AE Wealth Management LLC
CIK 0001697723
$26M1.0M0.12%Q2 202609
Orion Portfolio Solutions, LLC
CIK 0001802647
$25M877K0.12%Q1 202510
IAG Wealth Partners, LLC
CIK 0001827261
$21M821K2.11%Q2 202611
UBS Group AG
CIK 0001610520
$21M805K0.00%Q2 202612
ASSETMARK, INC
CIK 0001344551
$16M621K0.03%Q2 202613
Deane Retirement Strategies, Inc.
CIK 0001659346
$16M598K6.56%Q2 202614
HighTower Advisors, LLC
CIK 0001462245
$14M538K0.01%Q2 202615
ABBINGTON INVESTMENT GROUP
CIK 0002088867
$14M537K8.87%Q2 202616
Beacon Capital Management, Inc.
CIK 0001575301
$14M529K0.83%Q2 202617
Pasadena Private Wealth, LLC
CIK 0001760578
$13M513K1.69%Q2 202618
Altiora Financial Group, LLC
CIK 0001986156
$13M503K2.06%Q2 202619
Fielder Capital Group LLC
CIK 0002010765
$13M487K2.73%Q2 202620
Compound Planning, Inc.
CIK 0001978879
$12M463K0.31%Q2 2026
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