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

SIMPLIFY EXCHANGE TRADED FUN

24 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 82889N459·24 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$20M
visible holders
Holders
24
filers reporting
Concentration
28.38%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q2 2026

24 institutions reported GAEM in Q2 2026. AE Wealth Management LLC leads at 28.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$6M207K0.03%Q2 202602
Elevated Capital Advisors, LLC
CIK 0001802387
$3M102K0.76%Q2 202603
Key Capital Management, INC
CIK 0002107249
$1M54K0.75%Q2 202604
Inspire Advisors, LLC
CIK 0001810558
$1M51K0.10%Q2 202605
Encompass More Asset Management
CIK 0002011218
$1M46K0.18%Q2 202606
Pekin Hardy Strauss, Inc.
CIK 0001020317
$1M38K0.09%Q2 202607
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$1M37K0.38%Q2 202608
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$839K31K0.23%Q2 202609
FSA Advisors, Inc.
CIK 0001905627
$783K29K0.36%Q2 202610
CreativeOne Wealth, LLC
CIK 0001739728
$725K27K0.02%Q2 202611
SteelPeak Wealth, LLC
CIK 0001801868
$505K19K0.01%Q2 202612
Authentikos Wealth Advisory, LLC
CIK 0001967054
$498K19K0.32%Q2 202613
Blackston Financial Advisory Group, LLC
CIK 0001910984
$435K16K0.25%Q2 202614
Beacon Capital Management, LLC
CIK 0001921487
$427K16K0.06%Q2 202615
WINNOW WEALTH LLC
CIK 0002079687
$362K13K0.25%Q2 202616
Networth Advisors, LLC
CIK 0002099019
$308K11K0.18%Q2 202617
Lloyd Advisory Services, LLC.
CIK 0001802474
$165K6K0.06%Q2 202618
Decker Retirement Planning Inc.
CIK 0001975700
$92K3K0.03%Q2 202619
TOUNJIAN ADVISORY PARTNERS, LLC
CIK 0002039850
$47K2K0.02%Q2 202620
POM Investment Strategies, LLC
CIK 0001906322
$27K9860.03%Q2 2026
Page 1 of 2
4 more holders available. Log in →