SIMPLIFY EXCHANGE TRADED FUN US EQT PLS DWNSD is a security (CUSIP 82889N202) tracked across SEC portfolio filings. 48 institutional managers reported $67.3M on Form 13F as of 2026-06-30.
Showing 15 of 48 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $11.9M | 287,930 |
| LPL Financial LLC | FORT MILL, SC | $8.7M | 238,299 |
| AE Wealth Management LLC | TOPEKA, KS | $7.4M | 179,266 |
| Authentikos Wealth Advisory, LLC | MORGAN HILL, CA | $7.2M | 198,213 |
| Independent Wealth Advisors LLC | CARY, NC | $6.2M | 149,614 |
| EVOLUTION WEALTH MANAGEMENT INC. | FORT MYERS, FL | $5.6M | 135,699 |
| Ironsides Asset Advisors, LLC | ROCKY MOUNT, NC | $4.2M | 115,605 |
| Austin Wealth Management, LLC | Austin, TX | $2.2M | 52,668 |
| OLD MISSION CAPITAL LLC | CHICAGO, IL | $1.7M | 48,047 |
| Steward Partners Investment Advisory, LLC | NEW YORK, NY | $1.5M | 41,493 |
| Park Edge Advisors, LLC | Cleveland, OH | $1.3M | 30,756 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $1.0M | 27,537 |
| Elevated Capital Advisors, LLC | SANDY, UT | $915K | 22,064 |
| B.O.S.S. Retirement Advisors, LLC | Lehi, UT | $904K | 21,787 |
| Compound Planning, Inc. | NEW YORK, NY | $828K | 19,952 |