SIMPLIFY EXCHANGE TRADED FUN

DOSSIER · 13F Holders · Q1 2026

XXV

SIMPLIFY EXCHANGE TRADED FUN

9 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 82889N343·9 13F holders·last filed Mar 31, 2026

Market cap

—

13F value held

$34M

visible holders

Holders

9

filers reporting

Concentration

59.51%

Legacy Wealth Managment, LLC/ID #1

top holder share

AI Holders Summary · Q1 2026

9 institutions reported XXV in Q1 2026. Legacy Wealth Managment, LLC/ID leads at 59.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter