DOSSIER · 13F Holders · Q2 2026
QIS

SIMPLIFY EXCHANGE TRADED FUN

5 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 82889N533·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$38M
visible holders
Holders
5
filers reporting
Concentration
99.91%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported QIS in Q2 2026. Simplify Asset Management Inc. leads at 99.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Simplify Asset Management Inc.
CIK 0001846368
$38M3.8M0.53%Q2 2026
02
OSAIC HOLDINGS, INC.
CIK 0001677044
$33K3K0.00%Q2 2026
03
MORGAN STANLEY
CIK 0000895421
$1K1150.00%Q2 2026
04
UBS Group AG
CIK 0001610520
$1010.00%Q2 2026
05
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025