20 institutions reported holding $8.1M of SIMPLIFY EXCHANGE TRADED FUN (YGLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Authentikos Wealth Advisory, LLC ($2.6M), Legacy Wealth Managment, LLC/ID ($1.1M), RFG Advisory, LLC ($1.0M), Park Edge Advisors, LLC ($866,894), Holcombe Financial, Inc. ($700,814). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Authentikos Wealth Advisory, LLC | $2.6M | 82,774 | Added |
| 2 | Legacy Wealth Managment, LLC/ID | $1.1M | 33,435 | Trimmed |
| 3 | RFG Advisory, LLC | $1.0M | 32,378 | New |
| 4 | Park Edge Advisors, LLC | $866,894 | 27,555 | Trimmed |
| 5 | Holcombe Financial, Inc. | $700,814 | 22,276 | Added |
| 6 | OLD MISSION CAPITAL LLC | $602,248 | 19,143 | Trimmed |
| 7 | Cambridge Advisors Inc. | $506,648 | 16,104 | Added |
| 8 | J. M. Brown & Associates Inc. | $233,807 | 7,432 | New |
| 9 | BANK OF AMERICA CORP /DE/ | $208,454 | 6,626 | New |
| 10 | Luminist Capital LLC | $160,991 | 5,117 | Added |
| 11 | MATHER GROUP, LLC. | $62,795 | 1,996 | Added |
| 12 | Farther Finance Advisors, LLC | $47,191 | 1,500 | Hold |
| 13 | Reyes Financial Architecture, Inc. | $7,362 | 234 | Trimmed |
| 14 | Steward Partners Investment Advisory, LLC | $2,045 | 65 | New |
| 15 | JPMORGAN CHASE & CO | $503 | 16 | New |
| 16 | IFP Advisors, Inc | $503 | 16 | New |
| 17 | Quantinno Capital Management LP | $0 | 0 | Exited |
| 18 | WFA of San Diego, LLC | $0 | 0 | Exited |
| 19 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 20 | IMA Advisory Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30