13F Insight
DOSSIER · 13F Holders · Q2 2026
TUA

SIMPLIFY EXCHANGE TRADED FUN

85 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 82889N657·85 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$449M
visible holders
Holders
85
filers reporting
Concentration
21.86%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

85 institutions reported TUA in Q2 2026. Simplify Asset Management Inc. leads at 21.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Simplify Asset Management Inc.
CIK 0001846368
$98M4.8M1.37%Q2 202602
Southern Farm Bureau Life Insurance
CIK 0001831944
$63M3.0M6.60%Q1 202603
GenTrust, LLC
CIK 0001697110
$61M2.9M2.60%Q1 202604
AE Wealth Management LLC
CIK 0001697723
$40M1.9M0.22%Q1 202605
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$31M1.5M11.11%Q2 202606
HighTower Advisors, LLC
CIK 0001462245
$25M1.2M0.03%Q1 202607
Ancora Advisors LLC
CIK 0001446114
$18M821K0.37%Q4 202508
Financial Enhancement Group LLC
CIK 0001641438
$17M845K2.06%Q2 202609
LPL Financial LLC
CIK 0001403438
$16M765K0.00%Q1 202610
ALTFEST L J & CO INC
CIK 0000712050
$14M664K1.50%Q1 202611
Ferguson Shapiro LLC
CIK 0001767433
$11M531K3.17%Q2 202612
Heck Capital Advisors, LLC
CIK 0002046227
$9M447K0.55%Q2 202613
Encompass More Asset Management
CIK 0002011218
$9M426K1.27%Q2 202614
Broussard Financial Group LLC
CIK 0001548136
$8M372K6.28%Q1 202615
Park Edge Advisors, LLC
CIK 0001965659
$7M355K1.53%Q2 202616
Authentikos Wealth Advisory, LLC
CIK 0001967054
$5M249K3.55%Q1 202617
Magnolia Private Wealth, LLC
CIK 0002055130
$5M299K3.02%Q1 202618
Aprio Wealth Management, LLC
CIK 0001803519
$4M211K0.21%Q2 202619
HOLLENCREST CAPITAL MANAGEMENT
CIK 0001161722
$4M201K0.16%Q1 202620
Professional Financial Management, Inc.
CIK 0002130270
$4M206K4.27%Q2 2026
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