13F Insight
DOSSIER · 13F Holders · Q1 2026
CTAP

SIMPLIFY EXCHANGE TRADED FUN

19 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 82889N228·19 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$137M
visible holders
Holders
19
filers reporting
Concentration
65.82%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

19 institutions reported CTAP in Q1 2026. CWM, LLC leads at 65.8% 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 202602
MATHER GROUP, LLC.
CIK 0001527641
$17M579K0.14%Q3 202603
MML INVESTORS SERVICES, LLC
CIK 0000701059
$7M275K0.01%Q2 202604
Tactive Advisors, LLC
CIK 0002002409
$3M112K0.79%Q3 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M105K0.00%Q2 202606
Professional Financial Advisors, LLC
CIK 0001798221
$3M92K0.46%Q3 202607
Kensington Asset Management, LLC
CIK 0001979884
$3M100K0.14%Q2 202608
Simplify Asset Management Inc.
CIK 0001846368
$3M100K0.04%Q2 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M78K0.00%Q2 202610
Kestra Advisory Services, LLC
CIK 0001830819
$2M64K0.01%Q2 202611
WEDBUSH SECURITIES INC
CIK 0001142495
$1M41K0.03%Q1 202612
RHS Financial, LLC
CIK 0001766514
$1M36K0.36%Q3 202613
JPMORGAN CHASE & CO
CIK 0000019617
$802K31K0.00%Q2 202614
Pekin Hardy Strauss, Inc.
CIK 0001020317
$702K27K0.06%Q2 202615
Triton Wealth Management, PLLC
CIK 0001791126
$482K18K0.15%Q2 202616
Magnolia Private Wealth, LLC
CIK 0002055130
$447K17K0.25%Q2 202617
Chicago Partners Investment Group LLC
CIK 0001563525
$204K7K0.00%Q2 202618
Reyes Financial Architecture, Inc.
CIK 0002047201
$23K8740.01%Q2 202619
Caitlin John, LLC
CIK 0002010947
$9K3370.00%Q2 2026