13F Insight
DOSSIER · 13F Holders · Q2 2026
PINK

SIMPLIFY EXCHANGE TRADED FUN

77 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 82889N772·77 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$170M
visible holders
Holders
77
filers reporting
Concentration
16.06%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

77 institutions reported PINK in Q2 2026. LPL Financial LLC leads at 16.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$27M698K0.01%Q2 202602
WCG Wealth Advisors LLC
CIK 0001855713
$21M541K0.50%Q2 202603
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$15M389K0.03%Q2 202604
Gladstone Institutional Advisory LLC
CIK 0001766530
$12M316K0.39%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M313K0.00%Q2 202606
NewEdge Advisors, LLC
CIK 0001633516
$11M276K0.03%Q2 202607
HighTower Advisors, LLC
CIK 0001462245
$10M261K0.01%Q2 202608
FOURPATH CAPITAL MANAGEMENT, LLC
CIK 0001894484
$10M250K1.29%Q2 202609
CIBC WORLD MARKET INC.
CIK 0001421224
$8M192K0.01%Q2 202610
Private Advisor Group, LLC
CIK 0001567755
$7M184K0.03%Q2 202611
LEE DANNER & BASS INC
CIK 0000939219
$6M164K0.37%Q2 202612
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$5M118K0.69%Q2 202613
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
CIK 0002111343
$4M113K2.07%Q2 202614
Ironsides Asset Advisors, LLC
CIK 0001615135
$4M96K0.88%Q2 202615
Copia Wealth Management
CIK 0002058771
$4M90K2.12%Q2 202616
Gambit Capital Management, LLC
CIK 0002107464
$3M76K1.73%Q2 202617
ROYAL BANK OF CANADA
CIK 0001000275
$3M69K0.00%Q2 202618
Summit Financial, LLC
CIK 0001765536
$3M68K0.03%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M67K0.00%Q2 202620
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$2M74K0.00%Q1 2026
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