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

SIMPLIFY EXCHANGE TRADED FUN

28 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 82889N459·28 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$22M
visible holders
Holders
28
filers reporting
Concentration
25.29%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q3 2026

28 institutions reported GAEM in Q3 2026. AE Wealth Management LLC leads at 25.3% 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
$6M216K0.02%Q3 202602
Elevated Capital Advisors, LLC
CIK 0001802387
$3M108K0.92%Q3 202603
Key Capital Management, INC
CIK 0002107249
$1M56K0.52%Q3 202604
Inspire Advisors, LLC
CIK 0001810558
$1M51K0.10%Q2 202605
Encompass More Asset Management
CIK 0002011218
$1M52K0.19%Q3 202606
Pekin Hardy Strauss, Inc.
CIK 0001020317
$1M45K0.10%Q3 202607
Mosley Wealth Management
CIK 0002011849
$1M40K0.30%Q3 202608
WINNOW WEALTH LLC
CIK 0002079687
$990K39K0.65%Q3 202609
SteelPeak Wealth, LLC
CIK 0001801868
$921K36K0.02%Q3 202610
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$907K36K0.35%Q3 202611
CreativeOne Wealth, LLC
CIK 0001739728
$869K34K0.02%Q3 202612
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$764K30K0.22%Q3 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$555K22K0.00%Q3 202614
FSA Advisors, Inc.
CIK 0001905627
$530K21K0.23%Q3 202615
Authentikos Wealth Advisory, LLC
CIK 0001967054
$427K17K0.27%Q3 202616
Blackston Financial Advisory Group, LLC
CIK 0001910984
$408K16K0.23%Q3 202617
Networth Advisors, LLC
CIK 0002099019
$314K12K0.18%Q3 202618
Beacon Capital Management, LLC
CIK 0001921487
$261K10K0.04%Q3 202619
Lloyd Advisory Services, LLC.
CIK 0001802474
$154K6K0.06%Q3 202620
Decker Retirement Planning Inc.
CIK 0001975700
$79K3K0.03%Q3 2026
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