SIMPLIFY EXCHANGE TRADED FUN US EQUITY PLUS M is a security (CUSIP 82889N228) tracked across SEC portfolio filings. 16 institutional managers reported $121.9M on Form 13F as of 2026-06-30.
Showing 15 of 16 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| CWM, LLC | OMAHA, NE | $90.2M | 3,369,085 |
| MATHER GROUP, LLC. | CHICAGO, IL | $15.4M | 583,086 |
| Tactive Advisors, LLC | Jacksonville, FL | $2.9M | 109,411 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $2.8M | 105,028 |
| Simplify Asset Management Inc. | Las Vegas, NV | $2.6M | 100,000 |
| Professional Financial Advisors, LLC | NORTH PLATTE, NE | $2.3M | 87,942 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $2.1M | 78,163 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $1.7M | 64,469 |
| Pekin Hardy Strauss, Inc. | CHICAGO, IL | $702K | 26,576 |
| Triton Wealth Management, PLLC | SUN CITY, AZ | $482K | 18,126 |
| Magnolia Private Wealth, LLC | PHILADELPHIA, PA | $447K | 16,938 |
| Chicago Partners Investment Group LLC | CHICAGO, IL | $204K | 7,159 |
| Reyes Financial Architecture, Inc. | SAN DIEGO, CA | $23K | 874 |
| Deane Retirement Strategies, Inc. | NEW ORLEANS, LA | $4K | 149 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $4K | 145 |