13F Insight
DOSSIER · 13F Holders · Q2 2026
FOXY

SIMPLIFY EXCHANGE TRADED FUN

34 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 82889N368·34 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$121M
visible holders
Holders
34
filers reporting
Concentration
29.34%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q2 2026

34 institutions reported FOXY in Q2 2026. Gradient Investments LLC leads at 29.3% 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
$35M1.2M0.49%Q2 202602
AE Wealth Management LLC
CIK 0001697723
$15M512K0.08%Q1 202603
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$12M427K0.01%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8M276K0.00%Q1 202605
Elevated Capital Advisors, LLC
CIK 0001802387
$7M244K1.80%Q1 202606
Encompass More Asset Management
CIK 0002011218
$5M175K0.76%Q2 202607
CITIGROUP INC
CIK 0000831001
$5M178K0.00%Q1 202608
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$4M146K0.06%Q1 202609
Key Capital Management, INC
CIK 0002107249
$4M135K2.62%Q1 202610
Park Edge Advisors, LLC
CIK 0001965659
$4M120K0.76%Q2 202611
CreativeOne Wealth, LLC
CIK 0001739728
$3M111K0.08%Q1 202612
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$3M104K1.24%Q1 202613
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$3M86K0.69%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M77K0.00%Q1 202615
Pekin Hardy Strauss, Inc.
CIK 0001020317
$2M75K0.23%Q1 202616
Beacon Capital Management, LLC
CIK 0001921487
$2M56K0.29%Q1 202617
Authentikos Wealth Advisory, LLC
CIK 0001967054
$2M52K1.02%Q1 202618
FSA Advisors, Inc.
CIK 0001905627
$1M48K0.92%Q4 202519
Paladin Wealth, LLC
CIK 0002040377
$1M44K0.77%Q2 202620
Blackston Financial Advisory Group, LLC
CIK 0001910984
$1M41K0.75%Q1 2026
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