# SIMPLIFY EXCHANGE TRADED FUN US EQUITY PLUS M

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.

## Summary

- Issuer: SIMPLIFY EXCHANGE TRADED FUN
- Class: US EQUITY PLUS M
- CUSIP: 82889N228
- 13F holders: 16
- 13F value: $121.9M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 16 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| CWM, LLC | OMAHA, NE | $90.2M | 3,369,085 |
| [MATHER GROUP, LLC.](https://search.stillhousedata.com/firm/156005) | CHICAGO, IL | $15.4M | 583,086 |
| [Tactive Advisors, LLC](https://search.stillhousedata.com/firm/309311) | Jacksonville, FL | $2.9M | 109,411 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $2.8M | 105,028 |
| [Simplify Asset Management Inc.](https://search.stillhousedata.com/firm/309535) | Las Vegas, NV | $2.6M | 100,000 |
| [Professional Financial Advisors, LLC](https://search.stillhousedata.com/firm/173719) | NORTH PLATTE, NE | $2.3M | 87,942 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 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](https://search.stillhousedata.com/firm/324102) | PHILADELPHIA, PA | $447K | 16,938 |
| [Chicago Partners Investment Group LLC](https://search.stillhousedata.com/firm/147662) | CHICAGO, IL | $204K | 7,159 |
| [Reyes Financial Architecture, Inc.](https://search.stillhousedata.com/firm/153194) | SAN DIEGO, CA | $23K | 874 |
| [Deane Retirement Strategies, Inc.](https://search.stillhousedata.com/firm/127096) | NEW ORLEANS, LA | $4K | 149 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $4K | 145 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/82889N228.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.