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

SIMPLIFY EXCHANGE TRADED FUN

39 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 82889N798·39 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$44M
visible holders
Holders
39
filers reporting
Concentration
43.37%
True Wealth Design, LLC #1
top holder share
AI Holders Summary · Q2 2026

39 institutions reported TYA in Q2 2026. True Wealth Design, LLC leads at 43.4% 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
$5M481K2.52%Q2 202604
STAPP WEALTH MANAGEMENT, PLLC
CIK 0001954085
$3M217K3.63%Q2 202605
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$3M199K0.92%Q2 202606
AE Wealth Management LLC
CIK 0001697723
$2M192K0.01%Q2 202607
Continuum Advisory, LLC
CIK 0001846532
$2M173K0.18%Q2 202608
Dakota Wealth Management
CIK 0001631353
$2M131K0.03%Q2 202609
PRIVATE CLIENT SERVICES, LLC
CIK 0001457005
$691K54K0.18%Q2 202610
CreativeOne Wealth, LLC
CIK 0001739728
$680K53K0.01%Q2 202611
Lloyd Advisory Services, LLC.
CIK 0001802474
$322K25K0.13%Q2 202612
Authentikos Wealth Advisory, LLC
CIK 0001967054
$281K22K0.18%Q2 202613
OLD MISSION CAPITAL LLC
CIK 0001455915
$278K22K0.00%Q2 202614
Great Lakes Retirement, Inc.
CIK 0001801667
$267K21K0.02%Q2 202615
LANE BROTHERS & CO INC
CIK 0001177416
$242K19K0.16%Q2 202616
Rinkey Investments
CIK 0001730774
$230K18K0.05%Q2 202617
NDVR, Inc.
CIK 0002011247
$217K16K0.18%Q4 202518
Straight Path Wealth Management
CIK 0001902506
$210K16K0.05%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$149K12K0.00%Q2 202620
Pathstone Holdings, LLC
CIK 0002011612
$147K12K0.00%Q2 2026
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