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
$32M
visible holders
Holders
17
filers reporting
Concentration
67.87%
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 67.9% 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
Prosperity Wealth Management, Inc.
CIK 0001991463
$1M30K0.36%Q4 2025
04
GOLDMAN SACHS GROUP INC
CIK 0000886982
$579K14K0.00%Q1 2026
05
Mount Lucas Management LP
CIK 0001185072
$445K11K0.16%Q1 2026
06
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$430K11K0.01%Q1 2026
07
LPL Financial LLC
CIK 0001403438
$373K9K0.00%Q1 2026
08
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$307K8K0.00%Q1 2026
09
OLD MISSION CAPITAL LLC
CIK 0001455915
$205K5K0.00%Q1 2026
10
Cove Street Capital, LLC
CIK 0001531612
$89K2K0.12%Q3 2025
11
Ancora Advisors LLC
CIK 0001446114
$72K2K0.00%Q4 2025
12
Steward Partners Investment Advisory, LLC
CIK 0001723397
$53K1K0.00%Q1 2026
13
Spectrum Wealth Counsel, LLC
CIK 0002011274
$50K9300.01%Q1 2025
14
AE Wealth Management LLC
CIK 0001697723
$19K4620.00%Q1 2026
15
Decker Retirement Planning Inc.
CIK 0001975700
$4K1100.00%Q2 2026
16
UBS Group AG
CIK 0001610520
$8120.00%Q1 2026
17
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025