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

SIMPLIFY EXCHANGE TRADED FUN

25 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 82889N566·25 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$33M
visible holders
Holders
25
filers reporting
Concentration
29.73%
Encompass More Asset Management #1
top holder share
AI Holders Summary · Q2 2026

25 institutions reported HARD in Q2 2026. Encompass More Asset Management leads at 29.7% 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
Longview Financial Advisors, Inc.
CIK 0001786915
$7M241K4.17%Q2 202603
AE Wealth Management LLC
CIK 0001697723
$4M138K0.02%Q2 202604
BLVD Private Wealth, LLC
CIK 0002079537
$2M80K1.75%Q2 202605
Park Edge Advisors, LLC
CIK 0001965659
$2M53K0.33%Q2 202606
Global View Capital Management LLC
CIK 0001994495
$2M53K0.32%Q2 202607
NAPA WEALTH MANAGEMENT
CIK 0001602844
$1M34K0.48%Q3 202508
Orion Portfolio Solutions, LLC
CIK 0001802647
$750K26K0.00%Q1 202509
HighTower Advisors, LLC
CIK 0001462245
$671K23K0.00%Q2 202610
Tidal Investments LLC
CIK 0001600064
$565K19K0.00%Q2 202611
LANE BROTHERS & CO INC
CIK 0001177416
$552K19K0.36%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$547K18K0.00%Q2 202613
Summit Global Investments
CIK 0001697953
$418K12K0.02%Q1 202614
CWM, LLC
CIK 0001535847
$319K9K0.00%Q1 202615
Bluesphere Advisors, LLC
CIK 0001844108
$307K10K0.09%Q2 202616
Stratos Wealth Partners, LTD.
CIK 0001612865
$299K10K0.00%Q2 202617
Straight Path Wealth Management
CIK 0001902506
$297K10K0.07%Q2 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$268K9K0.00%Q2 202619
Belvedere Trading LLC
CIK 0001632341
$234K8K0.00%Q2 202620
Global Retirement Partners, LLC
CIK 0001749744
$53K2K0.00%Q2 2026
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