DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
HARD

SIMPLIFY EXCHANGE TRADED FUN

29 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 82889N566·29 13F holders·last filed Mar 31, 2026
Market cap
0.0%
vs prior quarter
13F value held
$59M
74.0% inst. owned
of float
Holders
29
+52 QoQ
filers reporting
Activity
+67 / −6
+792 added · −830 reduced
this quarter
Concentration
24.19%
Encompass More Asset Management #1
top holder share
AI Holders Summary · Q1 2026

29 institutions reported HARD in Q1 2026. Encompass More Asset Management leads at 24.2% of the visible book. +52 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Encompass More Asset Management
CIK 0002011218
$14M405K2.40%Q1 2026
02
Longview Financial Advisors, Inc.
CIK 0001786915
$8M230K4.97%Q1 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M204K0.00%Q1 2026
04
LPL Financial LLC
CIK 0001403438
$7M190K0.00%Q1 2026
05
MML INVESTORS SERVICES, LLC
CIK 0000701059
$6M177K0.02%Q1 2026
06
AE Wealth Management LLC
CIK 0001697723
$4M120K0.02%Q1 2026
07
Park Edge Advisors, LLC
CIK 0001965659
$2M53K0.44%Q1 2026
08
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M34K0.00%Q1 2026
09
CreativeOne Wealth, LLC
CIK 0001739728
$1M33K0.03%Q1 2026
10
Private Advisor Group, LLC
CIK 0001567755
$1M33K0.01%Q1 2026
11
Global View Capital Management LLC
CIK 0001994495
$1M32K0.30%Q1 2026
12
NAPA WEALTH MANAGEMENT
CIK 0001602844
$1M34K0.48%Q3 2025
13
HighTower Advisors, LLC
CIK 0001462245
$881,54725K0.00%Q1 2026
14
Orion Porfolio Solutions, LLC
CIK 0001360533
$870,51125K0.01%Q1 2026
15
Orion Portfolio Solutions, LLC
CIK 0001802647
$749,70826K0.00%Q1 2025
16
Tidal Investments LLC
CIK 0001600064
$717,40020K0.00%Q1 2026
17
Stratos Wealth Partners, LTD.
CIK 0001612865
$503,56314K0.01%Q1 2026
18
Bluesphere Advisors, LLC
CIK 0001844108
$365,86710K0.13%Q1 2026
19
Straight Path Wealth Management
CIK 0001902506
$344,85810K0.09%Q1 2026
20
CWM, LLC
CIK 0001535847
$318,7929K0.00%Q1 2026
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