13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
MTBA

SIMPLIFY EXCHANGE TRADED FUN

169 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 82889N525·169 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.6%
vs prior quarter
13F value held
$771M
46.0% inst. owned
of float
Holders
169
-101 QoQ
filers reporting
Activity
+34 / −109
+897 added · −925 reduced
this quarter
Concentration
15.88%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

169 institutions reported MTBA in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 15.9% of the visible book. -101 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$122M2.5M0.03%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$83M1.7M0.02%Q1 202603
MML INVESTORS SERVICES, LLC
CIK 0000701059
$81M1.6M0.22%Q1 202604
Edge Wealth Management LLC
CIK 0001567163
$53M1.1M9.06%Q1 202605
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$53M1.1M1.14%Q1 202606
Watchman Group, Inc.
CIK 0001748726
$43M878K10.51%Q1 202607
Hilton Capital Management, LLC
CIK 0001541211
$42M841K3.19%Q4 202508
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC
CIK 0001332811
$41M819K5.45%Q1 202609
CreativeOne Wealth, LLC
CIK 0001739728
$32M649K0.75%Q1 202610
LPL Financial LLC
CIK 0001403438
$29M583K0.01%Q1 202611
Tortoise Investment Management, LLC
CIK 0001599511
$25M515K2.10%Q1 202612
Aprio Wealth Management, LLC
CIK 0001803519
$23M463K1.25%Q1 202613
Convergence Financial, LLC
CIK 0002034001
$23M463K2.43%Q1 202614
Pekin Hardy Strauss, Inc.
CIK 0001020317
$20M410K2.12%Q1 202615
Proficio Capital Partners LLC
CIK 0001654175
$19M384K1.01%Q1 202616
HUTCHINSON CAPITAL MANAGEMENT/CA
CIK 0001078246
$19M380K3.45%Q1 202617
Morling Financial Advisors, LLC
CIK 0001905198
$17M339K5.37%Q4 202518
PEAK FINANCIAL ADVISORS LLC
CIK 0001843309
$17M343K7.51%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$14M292K0.00%Q1 202620
Horizon Investments, LLC
CIK 0001560717
$14M283K0.18%Q4 2025
Page 1 of 9
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