# SIMPLIFY EXCHANGE TRADED FUN (SDMF)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SDMF/

- Reporting holders: 7
- Reported value: $14.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Tidal Investments LLC](https://holderbook.com/funds/1600064-tidal-investments-llc/) | $7.1M | 277,854 | 0.0% | 2 |
| [Encompass More Asset Management](https://holderbook.com/funds/2011218-encompass-more-asset-management/) | $2.8M | 109,805 | 0.4% | 2 |
| [Quantinno Capital Management LP](https://holderbook.com/funds/1759654-quantinno-capital-management-lp/) | $2.3M | 89,392 | 0.0% | 1 |
| [CreativeOne Wealth, LLC](https://holderbook.com/funds/1739728-creativeone-wealth-llc/) | $1.2M | 45,101 | 0.0% | 1 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $573.4K | 22,330 | 0.0% | 1 |
| [Deane Retirement Strategies, Inc.](https://holderbook.com/funds/1659346-deane-retirement-strategies-inc/) | $4.5K | 176 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $410 | 16 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 7 | $14.0M |
| Q1 2026 | 3 | $3.6M |