SIMPLIFY EXCHANGE TRADED FUN US EQT PLS CNVEX is a security (CUSIP 82889N103) tracked across SEC portfolio filings. 35 institutional managers reported $81.6M on Form 13F as of 2026-06-30.
Showing 15 of 35 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Austin Wealth Management, LLC | Austin, TX | $30.6M | 679,990 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $11.8M | 258,822 |
| Integrated Wealth Concepts LLC | WALTHAM, MA | $11.6M | 293,039 |
| ENTREWEALTH, LLC | AUSTIN, TX | $9.4M | 237,502 |
| AE Wealth Management LLC | TOPEKA, KS | $6.2M | 135,675 |
| EVOLUTION WEALTH MANAGEMENT INC. | FORT MYERS, FL | $5.0M | 108,823 |
| Financial Enhancement Group LLC | ANDERSON, IN | $1.5M | 32,796 |
| Noble Wealth Management PBC | GREENWOOD VILLAGE, CO | $607K | 13,279 |
| Fiduciary Alliance LLC | GREENVILLE, SC | $581K | 12,719 |
| Elevated Capital Advisors, LLC | SANDY, UT | $549K | 12,022 |
| B.O.S.S. Retirement Advisors, LLC | Lehi, UT | $504K | 11,039 |
| LPL Financial LLC | FORT MILL, SC | $447K | 11,328 |
| OLD MISSION CAPITAL LLC | CHICAGO, IL | $445K | 11,282 |
| HOWARD BAILEY SECURITIES, LLC | FORT WAYNE, IN | $420K | 10,636 |
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $416K | 10,541 |