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

SIMPLIFY EXCHANGE TRADED FUN

46 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 82889N202·46 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.1%
vs prior quarter
13F value held
$61M
60.0% inst. owned
of float
Holders
46
-14 QoQ
filers reporting
Activity
+85 / −6
+721 added · −666 reduced
this quarter
Concentration
17.36%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

46 institutions reported SPD in Q1 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 17.4% of the visible book. -14 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M289K0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$9M238K0.00%Q1 202603
Authentikos Wealth Advisory, LLC
CIK 0001967054
$7M198K4.87%Q1 202604
AE Wealth Management LLC
CIK 0001697723
$7M181K0.04%Q1 202605
Independent Wealth Advisors LLC
CIK 0002136099
$5M149K5.32%Q1 202606
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$5M131K3.48%Q1 202607
Ironsides Asset Advisors, LLC
CIK 0001615135
$4M116K1.05%Q1 202608
Austin Wealth Management, LLC
CIK 0002003112
$2M48K0.40%Q1 202609
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M48K0.03%Q1 202610
Steward Partners Investment Advisory, LLC
CIK 0001723397
$2M41K0.01%Q1 202611
Compound Planning, Inc.
CIK 0001978879
$1M35K0.04%Q1 202612
Park Edge Advisors, LLC
CIK 0001965659
$1M30K0.25%Q1 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M28K0.00%Q1 202614
Elevated Capital Advisors, LLC
CIK 0001802387
$859,45124K0.22%Q1 202615
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$809,01122K0.25%Q1 202616
Fiduciary Alliance LLC
CIK 0001954805
$747,63419K0.05%Q1 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$649,80718K0.00%Q1 202618
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$640,30218K0.26%Q1 202619
INSIGNEO ADVISORY SERVICES, LLC
CIK 0001964958
$589,90716K0.04%Q1 202620
ENTREWEALTH, LLC
CIK 0002052200
$531,20715K0.24%Q1 2026
Page 1 of 3
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