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

SIMPLIFY EXCHANGE TRADED FUN

42 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 82889N632·42 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$42M
visible holders
Holders
42
filers reporting
Concentration
29.41%
PRINCIPAL SECURITIES, INC. #1
top holder share
AI Holders Summary · Q2 2026

42 institutions reported HIGH in Q2 2026. PRINCIPAL SECURITIES, INC. leads at 29.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$12M571K0.15%Q2 202602
LPL Financial LLC
CIK 0001403438
$6M271K0.00%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M245K0.00%Q2 202604
Orion Portfolio Solutions, LLC
CIK 0001802647
$3M139K0.02%Q1 202505
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M115K0.00%Q2 202606
WealthPlan Investment Management, LLC
CIK 0001929986
$2M99K0.11%Q2 202607
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M98K0.03%Q2 202608
NAPA WEALTH MANAGEMENT
CIK 0001602844
$2M76K0.82%Q3 202509
WealthPLAN Partners, LLC
CIK 0001639943
$2M72K0.30%Q1 202610
Legacy Wealth Managment, LLC/ID
CIK 0002045082
$1M62K0.55%Q2 202611
TME FINANCIAL, INC.
CIK 0002056230
$866K40K0.53%Q2 202612
AE Wealth Management LLC
CIK 0001697723
$597K28K0.00%Q2 202613
Summit Financial, LLC
CIK 0001765536
$428K20K0.00%Q2 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$351K16K0.00%Q2 202615
Mosley Wealth Management
CIK 0002011849
$337K16K0.11%Q2 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$330K15K0.00%Q1 202617
Redhawk Wealth Advisors, Inc.
CIK 0001535811
$257K12K0.03%Q2 202618
MATHER GROUP, LLC.
CIK 0001527641
$257K12K0.00%Q2 202619
PANORAMIC INVESTMENT ADVISORS, LLC
CIK 0001967332
$256K12K0.12%Q2 202620
Integrated Advisors Network LLC
CIK 0001660177
$240K11K0.01%Q2 2026
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