DOSSIER · 13F Holders · Q1 2026
CTAP

SIMPLIFY EXCHANGE TRADED FUN

16 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 82889N228·16 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$120M
visible holders
Holders
16
filers reporting
Concentration
75.26%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

16 institutions reported CTAP in Q1 2026. CWM, LLC leads at 75.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$90M3.4M0.24%Q1 2026
02
MATHER GROUP, LLC.
CIK 0001527641
$15M583K0.13%Q2 2026
03
Tactive Advisors, LLC
CIK 0002002409
$3M109K0.71%Q2 2026
04
Simplify Asset Management Inc.
CIK 0001846368
$3M100K0.04%Q2 2026
05
Professional Financial Advisors, LLC
CIK 0001798221
$2M88K0.40%Q2 2026
06
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M78K0.00%Q2 2026
07
Kestra Advisory Services, LLC
CIK 0001830819
$2M64K0.01%Q2 2026
08
WEDBUSH SECURITIES INC
CIK 0001142495
$1M41K0.03%Q1 2026
09
Pekin Hardy Strauss, Inc.
CIK 0001020317
$572K21K0.06%Q1 2026
10
Triton Wealth Management, PLLC
CIK 0001791126
$492K18K0.18%Q1 2026
11
Magnolia Private Wealth, LLC
CIK 0002055130
$418K16K0.28%Q1 2026
12
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
CIK 0000109380
$26K9560.00%Q1 2026
13
Reyes Financial Architecture, Inc.
CIK 0002047201
$23K8740.01%Q2 2026
14
AE Wealth Management LLC
CIK 0001697723
$4K1550.00%Q1 2026
15
Deane Retirement Strategies, Inc.
CIK 0001659346
$4K1490.00%Q2 2026
16
JPMORGAN CHASE & CO
CIK 0000019617
$4K1450.00%Q1 2026