14 institutions reported holding $11.1M of Simplify Gold Strategy PLUS Income ETF (YGLD) in SEC 13F filings for 2026-03-31. Largest institutional holders: Authentikos Wealth Advisory, LLC ($2.7M), Legacy Wealth Managment, LLC/ID ($2.1M), Park Edge Advisors, LLC ($1.5M), OLD MISSION CAPITAL LLC ($1.4M), Holcombe Financial, Inc. ($845,717). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Authentikos Wealth Advisory, LLC | $2.7M | 68,636 | Added |
| 2 | Legacy Wealth Managment, LLC/ID | $2.1M | 53,320 | Trimmed |
| 3 | Park Edge Advisors, LLC | $1.5M | 36,857 | Trimmed |
| 4 | OLD MISSION CAPITAL LLC | $1.4M | 35,830 | Added |
| 5 | Holcombe Financial, Inc. | $845,717 | 21,180 | New |
| 6 | Reyes Financial Architecture, Inc. | $699,049 | 17,507 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $640,397 | 16,038 | Added |
| 8 | Cambridge Advisors Inc. | $605,138 | 15,155 | Added |
| 9 | Quantinno Capital Management LP | $267,451 | 6,698 | New |
| 10 | Luminist Capital LLC | $163,945 | 4,106 | Added |
| 11 | Farther Finance Advisors, LLC | $61,695 | 1,500 | New |
| 12 | MATHER GROUP, LLC. | $12,538 | 314 | New |
| 13 | IMA Advisory Services, Inc. | $798 | 20 | New |
| 14 | WFA of San Diego, LLC | $399 | 10 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31