13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
QIS

SIMPLIFY EXCHANGE TRADED FUN

7 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 82889N533·7 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.6%
vs prior quarter
13F value held
$46M
47.0% inst. owned
of float
Holders
7
+134 QoQ
filers reporting
Activity
+47 / −92
+928 added · −877 reduced
this quarter
Concentration
99.04%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported QIS in Q1 2026. Simplify Asset Management Inc. leads at 99.0% of the visible book. +134 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Simplify Asset Management Inc.
CIK 0001846368
$46M3.8M0.70%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$398,06233K0.00%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$37,8673K0.00%Q1 202604
Legacy Wealth Managment, LLC/ID
CIK 0002045082
$3,6493010.00%Q1 202605
MORGAN STANLEY
CIK 0000895421
$1,3941150.00%Q1 202606
UBS Group AG
CIK 0001610520
$788650.00%Q1 202607
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025