DOSSIER · 13F Holders · Q2 2026
MAXI

SIMPLIFY EXCHANGE TRADED FUN

17 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 82889N673·17 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$4M
visible holders
Holders
17
filers reporting
Concentration
29.57%
Authentikos Wealth Advisory, LLC #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported MAXI in Q2 2026. Authentikos Wealth Advisory, LLC leads at 29.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Authentikos Wealth Advisory, LLC
CIK 0001967054
$1M139K0.74%Q2 2026
02
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$609K73K0.22%Q2 2026
03
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$507K53K0.00%Q1 2026
04
OLD MISSION CAPITAL LLC
CIK 0001455915
$429K52K0.01%Q2 2026
05
Marshall Financial Group, LLC
CIK 0001841496
$392K47K0.06%Q2 2026
06
Cambridge Advisors Inc.
CIK 0001633695
$279K34K0.05%Q2 2026
07
NAPA WEALTH MANAGEMENT
CIK 0001602844
$229K8K0.11%Q3 2025
08
Orion Portfolio Solutions, LLC
CIK 0001802647
$217K8K0.00%Q1 2025
09
Luminist Capital LLC
CIK 0001807270
$53K6K0.06%Q2 2026
10
MATHER GROUP, LLC.
CIK 0001527641
$29K4K0.00%Q2 2026
11
MORGAN STANLEY
CIK 0000895421
$4K4500.00%Q2 2026
12
CWM, LLC
CIK 0001535847
$2K1610.00%Q1 2026
13
AE Wealth Management LLC
CIK 0001697723
$5160.00%Q2 2026
14
Cape Investment Advisory, Inc.
CIK 0001944437
$2530.00%Q2 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$1720.00%Q2 2026
16
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
17
ROYAL BANK OF CANADA
CIK 0001000275
$0100.00%Q2 2026