13F Insight
DOSSIER · 13F Holders · Q3 2026
FOXY

SIMPLIFY EXCHANGE TRADED FUN

47 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N368·47 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$139M
visible holders
Holders
47
filers reporting
Concentration
32.28%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q3 2026

47 institutions reported FOXY in Q3 2026. Gradient Investments LLC leads at 32.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Gradient Investments LLC
CIK 0001542265
$45M1.7M0.64%Q3 202602
AE Wealth Management LLC
CIK 0001697723
$16M552K0.08%Q2 202603
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$13M427K0.00%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M315K0.00%Q2 202605
Elevated Capital Advisors, LLC
CIK 0001802387
$8M273K2.24%Q2 202606
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$6M214K0.08%Q2 202607
CITIGROUP INC
CIK 0000831001
$5M178K0.00%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M148K0.00%Q2 202609
Key Capital Management, INC
CIK 0002107249
$4M147K2.26%Q2 202610
Park Edge Advisors, LLC
CIK 0001965659
$4M120K0.76%Q2 202611
Pekin Hardy Strauss, Inc.
CIK 0001020317
$3M107K0.28%Q2 202612
SAX WEALTH ADVISORS, LLC
CIK 0001846150
$3M117K0.09%Q3 202613
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$3M104K1.17%Q2 202614
CreativeOne Wealth, LLC
CIK 0001739728
$3M94K0.06%Q2 202615
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$3M86K0.69%Q2 202616
FSA Advisors, Inc.
CIK 0001905627
$2M80K1.10%Q2 202617
Brown Financial Advisors
CIK 0002035548
$2M57K0.59%Q2 202618
Authentikos Wealth Advisory, LLC
CIK 0001967054
$2M54K1.03%Q2 202619
Sowell Financial Services LLC
CIK 0001633697
$2M59K0.04%Q3 202620
Paladin Wealth, LLC
CIK 0002040377
$1M44K0.77%Q2 2026
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