SIMPLIFY EXCHANGE TRADED FUN
CUSIP 82889N426
Simplify Exchange Traded Fun has 14 institutional holders in Filings Flow’s 13F database, together reporting 277.2K shares worth $11M as of Q1 2026. The largest reported holders are Authentikos Wealth Advisory, LLC, Legacy Wealth Managment, LLC/Id, and Park Edge Advisors, LLC.
Institutional Holders
14
Q1 2026
Reported Value
$11M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Authentikos Wealth Advisory, LLC$148M AUM | 1.85% | $3M | 68.6K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 1.06% | $2M | 53.3K | Q1 2026OLDER |
| Holcombe Financial, Inc.$170M AUM | 0.50% | $845,717 | 21.2K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.34% | $1M | 36.9K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.12% | $605,138 | 15.2K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.10% | $496,716 | 12.3K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 35.8K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$179M AUM | 0.00% | $7,362 | 234 | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $196,504 | 4.9K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $61,695 | 1.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $267,451 | 6.7K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.00% | $399 | 10 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $12,538 | 314 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $640,397 | 16.0K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $798 | 20 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $1,209 | 29 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.