13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
FOXY

SIMPLIFY EXCHANGE TRADED FUN

32 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 82889N368·32 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.2%
vs prior quarter
13F value held
$84M
50.0% inst. owned
of float
Holders
32
+5 QoQ
filers reporting
Activity
+56 / −97
+807 added · −763 reduced
this quarter
Concentration
17.75%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

32 institutions reported FOXY in Q1 2026. AE Wealth Management LLC leads at 17.8% of the visible book. +5 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$15M512K0.08%Q1 202602
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$12M427K0.01%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8M276K0.00%Q1 202604
Elevated Capital Advisors, LLC
CIK 0001802387
$7M244K1.80%Q1 202605
CITIGROUP INC
CIK 0000831001
$5M178K0.00%Q1 202606
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$4M146K0.06%Q1 202607
Key Capital Management, INC
CIK 0002107249
$4M135K2.62%Q1 202608
Encompass More Asset Management
CIK 0002011218
$4M130K0.64%Q1 202609
Park Edge Advisors, LLC
CIK 0001965659
$4M128K0.87%Q1 202610
CreativeOne Wealth, LLC
CIK 0001739728
$3M111K0.08%Q1 202611
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$3M104K1.24%Q1 202612
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$2M80K0.71%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M77K0.00%Q1 202614
Pekin Hardy Strauss, Inc.
CIK 0001020317
$2M75K0.23%Q1 202615
Beacon Capital Management, LLC
CIK 0001921487
$2M56K0.29%Q1 202616
Authentikos Wealth Advisory, LLC
CIK 0001967054
$2M52K1.02%Q1 202617
FSA Advisors, Inc.
CIK 0001905627
$1M48K0.92%Q4 202518
Blackston Financial Advisory Group, LLC
CIK 0001910984
$1M41K0.75%Q1 202619
MATHER GROUP, LLC.
CIK 0001527641
$1M37K0.01%Q1 202620
Networth Advisors, LLC
CIK 0002099019
$879,80230K0.62%Q1 2026
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