DOSSIER · 13F Holders · Q2 2026
YGLD

SIMPLIFY EXCHANGE TRADED FUN

18 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 82889N426·18 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$9M
visible holders
Holders
18
filers reporting
Concentration
29.88%
Authentikos Wealth Advisory, LLC #1
top holder share
AI Holders Summary · Q2 2026

18 institutions reported YGLD in Q2 2026. Authentikos Wealth Advisory, LLC leads at 29.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Authentikos Wealth Advisory, LLC
CIK 0001967054
$3M83K1.66%Q2 2026
02
Legacy Wealth Managment, LLC/ID
CIK 0002045082
$1M33K0.43%Q2 2026
03
RFG Advisory, LLC
CIK 0001633387
$1M32K0.02%Q2 2026
04
Park Edge Advisors, LLC
CIK 0001965659
$867K28K0.18%Q2 2026
05
Holcombe Financial, Inc.
CIK 0002056177
$701K22K0.40%Q2 2026
06
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$640K16K0.00%Q1 2026
07
OLD MISSION CAPITAL LLC
CIK 0001455915
$602K19K0.01%Q2 2026
08
Cambridge Advisors Inc.
CIK 0001633695
$507K16K0.09%Q2 2026
09
J. M. Brown & Associates Inc.
CIK 0002134631
$234K7K0.13%Q2 2026
10
BANK OF AMERICA CORP /DE/
CIK 0000070858
$208K7K0.00%Q2 2026
11
Luminist Capital LLC
CIK 0001807270
$161K5K0.18%Q2 2026
12
MATHER GROUP, LLC.
CIK 0001527641
$63K2K0.00%Q2 2026
13
Farther Finance Advisors, LLC
CIK 0001992825
$47K2K0.00%Q2 2026
14
Reyes Financial Architecture, Inc.
CIK 0002047201
$7K2340.00%Q2 2026
15
Steward Partners Investment Advisory, LLC
CIK 0001723397
$2K650.00%Q2 2026
16
JPMORGAN CHASE & CO
CIK 0000019617
$503160.00%Q2 2026
17
IFP Advisors, Inc
CIK 0001641866
$503160.00%Q2 2026
18
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025