13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
TUA

SIMPLIFY EXCHANGE TRADED FUN

84 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 82889N657·84 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.2%
vs prior quarter
13F value held
$430M
55.0% inst. owned
of float
Holders
84
-93 QoQ
filers reporting
Activity
+33 / −6
+739 added · −683 reduced
this quarter
Concentration
27.10%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q1 2026

84 institutions reported TUA in Q1 2026. Simplify Asset Management Inc. leads at 27.1% of the visible book. -93 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Simplify Asset Management Inc.
CIK 0001846368
$117M5.5M1.79%Q1 202602
GenTrust, LLC
CIK 0001697110
$61M2.9M2.60%Q1 202603
Ferguson Shapiro LLC
CIK 0001767433
$49M2.3M14.95%Q1 202604
AE Wealth Management LLC
CIK 0001697723
$40M1.9M0.22%Q1 202605
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$25M1.1M10.54%Q1 202606
HighTower Advisors, LLC
CIK 0001462245
$25M1.2M0.03%Q1 202607
LPL Financial LLC
CIK 0001403438
$16M765K0.00%Q1 202608
Insight Wealth Strategies, LLC
CIK 0001749914
$14M666K1.57%Q1 202609
ALTFEST L J & CO INC
CIK 0000712050
$14M664K1.50%Q1 202610
Financial Enhancement Group LLC
CIK 0001641438
$14M634K1.67%Q1 202611
Heck Capital Advisors, LLC
CIK 0002046227
$9M429K0.67%Q1 202612
Park Edge Advisors, LLC
CIK 0001965659
$8M380K1.85%Q1 202613
Broussard Financial Group LLC
CIK 0001548136
$8M372K6.28%Q1 202614
Authentikos Wealth Advisory, LLC
CIK 0001967054
$5M249K3.55%Q1 202615
Aprio Wealth Management, LLC
CIK 0001803519
$5M233K0.27%Q1 202616
Magnolia Private Wealth, LLC
CIK 0002055130
$5M299K3.02%Q1 202617
HOLLENCREST CAPITAL MANAGEMENT
CIK 0001161722
$4M201K0.16%Q1 202618
PRIVATE CLIENT SERVICES, LLC
CIK 0001457005
$4M199K1.26%Q1 202619
Professional Financial Management, Inc.
CIK 0002130270
$4M198K4.35%Q1 202620
Elevated Capital Advisors, LLC
CIK 0001802387
$3M166K0.88%Q1 2026
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