13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
XXV

SIMPLIFY EXCHANGE TRADED FUN

8 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 82889N343·8 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.3%
vs prior quarter
13F value held
$34M
60.0% inst. owned
of float
Holders
8
-77 QoQ
filers reporting
Activity
+57 / −13
+885 added · −789 reduced
this quarter
Concentration
60.11%
Legacy Wealth Managment, LLC/ID #1
top holder share
AI Holders Summary · Q1 2026

8 institutions reported XXV in Q1 2026. Legacy Wealth Managment, LLC/ID leads at 60.1% of the visible book. -77 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Legacy Wealth Managment, LLC/ID
CIK 0002045082
$20M896K10.09%Q1 202602
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$4M198K0.00%Q1 202603
Simplify Asset Management Inc.
CIK 0001846368
$3M125K0.04%Q1 202604
Castleview Partners, LLC
CIK 0001737088
$2M71K0.82%Q1 202605
Brookwood Investment Group LLC
CIK 0002066812
$2M70K0.20%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M53K0.00%Q1 202607
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$1M53K0.02%Q1 202608
Millington Financial Advisors, LLC
CIK 0001924615
$564,37724K0.24%Q1 2026