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
$5M
visible holders
Holders
5
filers reporting
Concentration
54.54%
Encompass More Asset Management #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported SDMF in Q2 2026. Encompass More Asset Management leads at 54.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Encompass More Asset Management
CIK 0002011218
$3M110K0.41%Q2 2026
02
Tidal Investments LLC
CIK 0001600064
$1M42K0.00%Q1 2026
03
Arrowroot Family Office, LLC
CIK 0002017744
$696K28K0.23%Q1 2026
04
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$573K22K0.00%Q2 2026
05
Deane Retirement Strategies, Inc.
CIK 0001659346
$5K1760.00%Q2 2026