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

SIMPLIFY EXCHANGE TRADED FUN

30 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 82889N566·30 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$56M
visible holders
Holders
30
filers reporting
Concentration
17.42%
Encompass More Asset Management #1
top holder share
AI Holders Summary · Q2 2026

30 institutions reported HARD in Q2 2026. Encompass More Asset Management leads at 17.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Encompass More Asset Management
CIK 0002011218
$10M328K1.42%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M204K0.00%Q1 202603
Longview Financial Advisors, Inc.
CIK 0001786915
$7M241K4.17%Q2 202604
LPL Financial LLC
CIK 0001403438
$7M190K0.00%Q1 202605
MML INVESTORS SERVICES, LLC
CIK 0000701059
$6M177K0.02%Q1 202606
AE Wealth Management LLC
CIK 0001697723
$4M120K0.02%Q1 202607
BLVD Private Wealth, LLC
CIK 0002079537
$2M80K1.75%Q2 202608
Park Edge Advisors, LLC
CIK 0001965659
$2M53K0.33%Q2 202609
Global View Capital Management LLC
CIK 0001994495
$2M53K0.32%Q2 202610
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M34K0.00%Q1 202611
CreativeOne Wealth, LLC
CIK 0001739728
$1M33K0.03%Q1 202612
Private Advisor Group, LLC
CIK 0001567755
$1M33K0.01%Q1 202613
NAPA WEALTH MANAGEMENT
CIK 0001602844
$1M34K0.48%Q3 202514
HighTower Advisors, LLC
CIK 0001462245
$882K25K0.00%Q1 202615
Orion Porfolio Solutions, LLC
CIK 0001360533
$871K25K0.01%Q1 202616
Orion Portfolio Solutions, LLC
CIK 0001802647
$750K26K0.00%Q1 202517
Tidal Investments LLC
CIK 0001600064
$717K20K0.00%Q1 202618
Stratos Wealth Partners, LTD.
CIK 0001612865
$504K14K0.01%Q1 202619
Summit Global Investments
CIK 0001697953
$418K12K0.02%Q1 202620
Bluesphere Advisors, LLC
CIK 0001844108
$366K10K0.13%Q1 2026
Page 1 of 2
10 more holders available. Log in →