13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
NMB

SIMPLIFY EXCHANGE TRADED FUN

6 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 82889N442·6 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.6%
vs prior quarter
13F value held
$43M
69.0% inst. owned
of float
Holders
6
-124 QoQ
filers reporting
Activity
+12 / −71
+786 added · −848 reduced
this quarter
Concentration
87.95%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q1 2026

6 institutions reported NMB in Q1 2026. Simplify Asset Management Inc. leads at 88.0% of the visible book. -124 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Simplify Asset Management Inc.
CIK 0001846368
$38M1.6M0.58%Q1 202602
JPMORGAN CHASE & CO
CIK 0000019617
$4M155K0.00%Q1 202603
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$721,23530K0.01%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$684,73628K0.00%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$9,0003790.00%Q1 202606
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025