DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated

TYA

SIMPLIFY EXCHANGE TRADED FUN

34 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 82889N798·34 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 9.3%

vs prior quarter

13F value held

$35M

55.0% inst. owned

of float

Holders

34

-98 QoQ

filers reporting

Activity

+73 / −48

+758 added · −774 reduced

this quarter

Concentration

33.82%

True Wealth Design, LLC #1

top holder share

AI Holders Summary · Q1 2026

34 institutions reported TYA in Q1 2026. True Wealth Design, LLC leads at 33.8% of the visible book. -98 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

True Wealth Design, LLC

$12M902K3.29%Q1 2026 02

Heck Capital Advisors, LLC

$5M366K0.36%Q1 2026 03

Magnolia Private Wealth, LLC

$4M438K2.77%Q1 2026 04

STAPP WEALTH MANAGEMENT, PLLC

$3M216K3.63%Q1 2026 05

Continuum Advisory, LLC

$2M155K0.20%Q1 2026 06

AE Wealth Management LLC

$2M151K0.01%Q1 2026 07

CITADEL ADVISORS LLC

$2M139K0.00%Q4 2025 08

PRIVATE CLIENT SERVICES, LLC

$1M84K0.33%Q1 2026 09

Whalen Wealth Management Inc.

$836,90664K0.45%Q1 2026 10

Hilltop Holdings Inc.

$765,71558K0.07%Q1 2026 11

Inspire Advisors, LLC

$721,07855K0.06%Q1 2026 12

CreativeOne Wealth, LLC

$450,15434K0.01%Q1 2026 13

Great Lakes Retirement, Inc.

$296,40123K0.03%Q1 2026 14

Rinkey Investments

$236,34018K0.06%Q1 2026 15

Straight Path Wealth Management

$235,93318K0.06%Q1 2026 16

$216,70216K0.18%Q4 2025 17

Authentikos Wealth Advisory, LLC

$180,74714K0.12%Q1 2026 18

Elevated Capital Advisors, LLC

$157,33612K0.04%Q1 2026 19

RHS Financial, LLC

$154,85512K0.07%Q1 2026 20

OSAIC HOLDINGS, INC.

$133,43210K0.00%Q1 2026

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