DOSSIER · 13F Holders · Q2 2026
PCR

SIMPLIFY EXCHANGE TRADED FUN

3 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 82889N251·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
3
filers reporting
Concentration
98.44%
Brookwood Investment Group LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported PCR in Q2 2026. Brookwood Investment Group LLC leads at 98.4% 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
Realta Investment Advisors
CIK 0001776792
$21K1K0.01%Q2 2026
03
UBS Group AG
CIK 0001610520
$17690.00%Q2 2026
Insiders at SIMPLIFY EXCHANGE TRADED FUN
Miller Robert LeeBurk Kenneth RShaw Craig WBand RobertArkley PeterBrittain Willard Woodson JrKlein Michael RTutor Ronald N