SIMPLIFY EXCHANGE TRADED FUN
CUSIP 82889N533
Simplify Exchange Traded Fun has 6 institutional holders in Filings Flow’s 13F database, together reporting 3.81M shares worth $46M as of Q1 2026. The largest reported holders are Simplify Asset Management Inc., Financial Enhancement Group LLC, and Twelve Points Wealth Management LLC.
Institutional Holders
6
Q1 2026
Reported Value
$46M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Simplify Asset Management Inc.$6.5B AUM | 0.70% | $46M | 3.78M | Q1 2026 |
| Financial Enhancement Group LLC$839M AUM | 0.39% | $3M | 128.5K | Q2 2025OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.26% | $974,765 | 44.3K | Q2 2025OLDER |
| Legacy Investment Solutions, LLC$192M AUM | 0.22% | $420,252 | 19.1K | Q2 2025OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.09% | $201,987 | 9.2K | Q2 2025OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.05% | $250,773 | 13.1K | Q3 2025OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.05% | $261,255 | 13.6K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $844,673 | 44.1K | Q3 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $3,649 | 301 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $76,920 | 5.2K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $398,062 | 32.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $37,867 | 3.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $224,933 | 15.2K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $990 | 45 | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $788 | 65 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $1,707 | 115 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.