DOSSIER · 13F Holders · Q2 2026
XXV

SIMPLIFY EXCHANGE TRADED FUN

11 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 82889N343·11 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$32M
visible holders
Holders
11
filers reporting
Concentration
43.23%
Legacy Wealth Managment, LLC/ID #1
top holder share
AI Holders Summary · Q2 2026

11 institutions reported XXV in Q2 2026. Legacy Wealth Managment, LLC/ID leads at 43.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Legacy Wealth Managment, LLC/ID
CIK 0002045082
$14M584K5.69%Q2 2026
02
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$5M198K0.00%Q2 2026
03
Simplify Asset Management Inc.
CIK 0001846368
$3M117K0.04%Q2 2026
04
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$3M107K0.03%Q2 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M105K0.00%Q2 2026
06
Brookwood Investment Group LLC
CIK 0002066812
$2M86K0.23%Q2 2026
07
Castleview Partners, LLC
CIK 0001737088
$1M60K0.62%Q2 2026
08
Millington Financial Advisors, LLC
CIK 0001924615
$918K40K0.36%Q2 2026
09
Crusonia Wealth Advisors LLC
CIK 0002112003
$662K28K0.11%Q2 2026
10
CreativeOne Wealth, LLC
CIK 0001739728
$519K22K0.01%Q2 2026
11
NBC SECURITIES, INC.
CIK 0000791540
$149K6K0.01%Q2 2026