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

SIMPLIFY EXCHANGE TRADED FUN

91 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 82889N657·91 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$489M
visible holders
Holders
91
filers reporting
Concentration
20.08%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

91 institutions reported TUA in Q2 2026. Simplify Asset Management Inc. leads at 20.1% 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
GenTrust, LLC
CIK 0001697110
$67M3.3M2.59%Q2 202603
Southern Farm Bureau Life Insurance
CIK 0001831944
$63M3.0M6.60%Q1 202604
AE Wealth Management LLC
CIK 0001697723
$42M2.0M0.19%Q2 202605
HighTower Advisors, LLC
CIK 0001462245
$35M1.7M0.03%Q2 202606
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$31M1.5M11.11%Q2 202607
Trek Financial, LLC
CIK 0001768195
$25M1.2M1.27%Q2 202608
Ancora Advisors LLC
CIK 0001446114
$20M997K0.39%Q2 202609
Financial Enhancement Group LLC
CIK 0001641438
$17M845K2.06%Q2 202610
Lloyd Advisory Services, LLC.
CIK 0001802474
$14M679K5.38%Q2 202611
Ferguson Shapiro LLC
CIK 0001767433
$11M531K3.17%Q2 202612
ALTFEST L J & CO INC
CIK 0000712050
$10M513K1.02%Q2 202613
Heck Capital Advisors, LLC
CIK 0002046227
$9M447K0.55%Q2 202614
LPL Financial LLC
CIK 0001403438
$9M432K0.00%Q2 202615
Encompass More Asset Management
CIK 0002011218
$9M426K1.27%Q2 202616
Park Edge Advisors, LLC
CIK 0001965659
$7M355K1.53%Q2 202617
Broussard Financial Group LLC
CIK 0001548136
$7M349K5.72%Q2 202618
Authentikos Wealth Advisory, LLC
CIK 0001967054
$5M263K3.43%Q2 202619
CITADEL ADVISORS LLC
CIK 0001423053
$5M231K0.00%Q2 202620
Aprio Wealth Management, LLC
CIK 0001803519
$4M211K0.21%Q2 2026
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