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

SIMPLIFY EXCHANGE TRADED FUN

35 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 82889N798·35 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$44M
visible holders
Holders
35
filers reporting
Concentration
43.02%
True Wealth Design, LLC #1
top holder share
AI Holders Summary · Q2 2026

35 institutions reported TYA in Q2 2026. True Wealth Design, LLC leads at 43.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
True Wealth Design, LLC
CIK 0001966033
$19M1.5M4.53%Q2 202602
Heck Capital Advisors, LLC
CIK 0002046227
$5M384K0.29%Q2 202603
Magnolia Private Wealth, LLC
CIK 0002055130
$4M438K2.77%Q1 202604
STAPP WEALTH MANAGEMENT, PLLC
CIK 0001954085
$3M217K3.63%Q2 202605
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$3M199K0.92%Q2 202606
Continuum Advisory, LLC
CIK 0001846532
$2M155K0.20%Q1 202607
AE Wealth Management LLC
CIK 0001697723
$2M151K0.01%Q1 202608
CITADEL ADVISORS LLC
CIK 0001423053
$2M139K0.00%Q4 202509
Whalen Wealth Management Inc.
CIK 0001894447
$837K64K0.45%Q1 202610
Hilltop Holdings Inc.
CIK 0001265131
$766K58K0.07%Q1 202611
Inspire Advisors, LLC
CIK 0001810558
$721K55K0.06%Q1 202612
PRIVATE CLIENT SERVICES, LLC
CIK 0001457005
$691K54K0.18%Q2 202613
CreativeOne Wealth, LLC
CIK 0001739728
$450K34K0.01%Q1 202614
Great Lakes Retirement, Inc.
CIK 0001801667
$296K23K0.03%Q1 202615
Straight Path Wealth Management
CIK 0001902506
$236K18K0.06%Q1 202616
Rinkey Investments
CIK 0001730774
$230K18K0.05%Q2 202617
NDVR, Inc.
CIK 0002011247
$217K16K0.18%Q4 202518
Authentikos Wealth Advisory, LLC
CIK 0001967054
$181K14K0.12%Q1 202619
Elevated Capital Advisors, LLC
CIK 0001802387
$157K12K0.04%Q1 202620
RHS Financial, LLC
CIK 0001766514
$155K12K0.07%Q1 2026
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