8 institutions reported holding $14.0M of SIMPLIFY EXCHANGE TRADED FUN (SDMF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Tidal Investments LLC ($7.1M), Encompass More Asset Management ($2.8M), Quantinno Capital Management LP ($2.3M), CreativeOne Wealth, LLC ($1.2M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($573,434). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Tidal Investments LLC | $7.1M | 277,854 | Added |
| 2 | Encompass More Asset Management | $2.8M | 109,805 | Added |
| 3 | Quantinno Capital Management LP | $2.3M | 89,392 | New |
| 4 | CreativeOne Wealth, LLC | $1.2M | 45,101 | New |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $573,434 | 22,330 | New |
| 6 | Deane Retirement Strategies, Inc. | $4,511 | 176 | New |
| 7 | UBS Group AG | $410 | 16 | New |
| 8 | Arrowroot Family Office, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30