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

SIMPLIFY EXCHANGE TRADED FUN

87 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 82889N657·87 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$480M
visible holders
Holders
87
filers reporting
Concentration
20.45%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

87 institutions reported TUA in Q2 2026. Simplify Asset Management Inc. leads at 20.5% 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
$28M1.5M9.69%Q3 202607
True Wealth Design, LLC
CIK 0001966033
$26M1.4M6.05%Q3 202608
Trek Financial, LLC
CIK 0001768195
$25M1.2M1.27%Q2 202609
Ancora Advisors LLC
CIK 0001446114
$20M997K0.39%Q2 202610
Lloyd Advisory Services, LLC.
CIK 0001802474
$14M679K5.38%Q2 202611
ALTFEST L J & CO INC
CIK 0000712050
$10M513K1.02%Q2 202612
LPL Financial LLC
CIK 0001403438
$9M432K0.00%Q2 202613
Park Edge Advisors, LLC
CIK 0001965659
$7M355K1.53%Q2 202614
Broussard Financial Group LLC
CIK 0001548136
$7M349K5.72%Q2 202615
Heck Capital Advisors, LLC
CIK 0002046227
$6M317K0.33%Q3 202616
Authentikos Wealth Advisory, LLC
CIK 0001967054
$5M263K3.43%Q2 202617
CITADEL ADVISORS LLC
CIK 0001423053
$5M231K0.00%Q2 202618
Aprio Wealth Management, LLC
CIK 0001803519
$4M211K0.21%Q2 202619
Professional Financial Management, Inc.
CIK 0002130270
$4M206K4.27%Q2 202620
HOLLENCREST CAPITAL MANAGEMENT
CIK 0001161722
$4M201K0.27%Q2 2026
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