# SIMPLIFY EXCHANGE TRADED FUN US EQT PLS CNVEX

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.

## Summary

- Issuer: SIMPLIFY EXCHANGE TRADED FUN
- Class: US EQT PLS CNVEX
- CUSIP: 82889N103
- 13F holders: 35
- 13F value: $81.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 35 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Austin Wealth Management, LLC](https://search.stillhousedata.com/firm/172793) | Austin, TX | $30.6M | 679,990 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $11.8M | 258,822 |
| [Integrated Wealth Concepts LLC](https://search.stillhousedata.com/firm/284656) | WALTHAM, MA | $11.6M | 293,039 |
| [ENTREWEALTH, LLC](https://search.stillhousedata.com/firm/317553) | AUSTIN, TX | $9.4M | 237,502 |
| [AE Wealth Management LLC](https://search.stillhousedata.com/firm/282580) | TOPEKA, KS | $6.2M | 135,675 |
| [EVOLUTION WEALTH MANAGEMENT INC.](https://search.stillhousedata.com/firm/307644) | FORT MYERS, FL | $5.0M | 108,823 |
| [Financial Enhancement Group LLC](https://search.stillhousedata.com/firm/159017) | 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](https://search.stillhousedata.com/firm/171143) | Lehi, UT | $504K | 11,039 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $447K | 11,328 |
| [OLD MISSION CAPITAL LLC](https://search.stillhousedata.com/firm/146991) | CHICAGO, IL | $445K | 11,282 |
| [HOWARD BAILEY SECURITIES, LLC](https://search.stillhousedata.com/firm/282712) | FORT WAYNE, IN | $420K | 10,636 |
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $416K | 10,541 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/82889N103.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
