DOSSIER · 13F Holders · Q3 2026
PCR

SIMPLIFY EXCHANGE TRADED FUN

4 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N251·4 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2M
visible holders
Holders
4
filers reporting
Concentration
85.41%
Brookwood Investment Group LLC #1
top holder share
AI Holders Summary · Q3 2026

4 institutions reported PCR in Q3 2026. Brookwood Investment Group LLC leads at 85.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Brookwood Investment Group LLC
CIK 0002066812
$1M69K0.15%Q2 2026
02
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$209K12K0.00%Q3 2026
03
Realta Investment Advisors
CIK 0001776792
$20K1K0.01%Q3 2026
04
UBS Group AG
CIK 0001610520
$5530.00%Q3 2026
Insiders at SIMPLIFY EXCHANGE TRADED FUN
Miller Robert Lee →Burk Kenneth R →Shaw Craig W →Band Robert →Arkley Peter →Brittain Willard Woodson Jr →Klein Michael R →Tutor Ronald N →