DOSSIER · 13F Holders · Q1 2026
RFIX

SIMPLIFY EXCHANGE TRADED FUN

17 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 82889N376·17 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$34M
visible holders
Holders
17
filers reporting
Concentration
64.49%
JANE STREET GROUP, LLC #1
top holder share
AI Holders Summary · Q1 2026

17 institutions reported RFIX in Q1 2026. JANE STREET GROUP, LLC leads at 64.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$22M537K0.00%Q1 2026
02
True Wealth Design, LLC
CIK 0001966033
$7M168K1.57%Q2 2026
03
Journey Advisory Group, LLC
CIK 0001840085
$2M57K0.17%Q2 2026
04
Prosperity Wealth Management, Inc.
CIK 0001991463
$1M30K0.36%Q4 2025
05
GOLDMAN SACHS GROUP INC
CIK 0000886982
$560K14K0.00%Q2 2026
06
Mount Lucas Management LP
CIK 0001185072
$431K11K0.15%Q2 2026
07
OLD MISSION CAPITAL LLC
CIK 0001455915
$408K10K0.01%Q2 2026
08
LANE BROTHERS & CO INC
CIK 0001177416
$239K6K0.16%Q2 2026
09
AE Wealth Management LLC
CIK 0001697723
$230K6K0.00%Q2 2026
10
Cove Street Capital, LLC
CIK 0001531612
$89K2K0.12%Q3 2025
11
Steward Partners Investment Advisory, LLC
CIK 0001723397
$51K1K0.00%Q2 2026
12
Spectrum Wealth Counsel, LLC
CIK 0002011274
$50K9300.01%Q1 2025
13
POM Investment Strategies, LLC
CIK 0001906322
$10K2470.01%Q2 2026
14
Ameritas Advisory Services, LLC
CIK 0001901275
$8K2120.00%Q2 2026
15
Decker Retirement Planning Inc.
CIK 0001975700
$4K1100.00%Q2 2026
16
Key Capital Management, INC
CIK 0002107249
$3K830.00%Q2 2026
17
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025