DOSSIER · 13F Holders · Q2 2026
SDMF

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 82889N210·5 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$14M
visible holders
Holders
5
filers reporting
Concentration
50.21%
Tidal Investments LLC #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported SDMF in Q2 2026. Tidal Investments LLC leads at 50.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Tidal Investments LLC
CIK 0001600064
$7M278K0.01%Q2 2026
02
Encompass More Asset Management
CIK 0002011218
$4M135K0.51%Q3 2026
03
Quantinno Capital Management LP
CIK 0001759654
$2M89K0.00%Q2 2026
04
CreativeOne Wealth, LLC
CIK 0001739728
$1M45K0.02%Q2 2026
05
UBS Group AG
CIK 0001610520
$410160.00%Q2 2026