SIMPLIFY EXCHANGE TRADED FUN KAYNE ANDERSON is a security (CUSIP 82889N277) tracked across SEC portfolio filings. 23 institutional managers reported $35.5M on Form 13F as of 2026-06-30.
Showing 15 of 23 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| KAYNE ANDERSON CAPITAL ADVISORS LP | LOS ANGELES, CA | $10.2M | 399,553 |
| AG Asset Advisory, LLC | Los Angeles, CA | $7.6M | 295,234 |
| AXXCESS WEALTH MANAGEMENT, LLC | CARLSBAD, CA | $2.8M | 108,377 |
| Encompass More Asset Management | Danville, CA | $2.0M | 79,747 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $1.5M | 59,424 |
| Belpointe Asset Management LLC | RENO, NV | $1.5M | 57,631 |
| CreativeOne Wealth, LLC | OVERLAND PARK, KS | $1.4M | 54,188 |
| Magnus Financial Group LLC | NEW YORK, NY | $1.1M | 43,973 |
| Pekin Hardy Strauss, Inc. | CHICAGO, IL | $943K | 36,700 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | LOS ANGELES, CA | $922K | 36,335 |
| HB Wealth Management, LLC | Atlanta, GA | $817K | 31,798 |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | NEWPORT BEACH, CA | $817K | 32,193 |
| Accelerate Investment Advisors LLC | Aliso Viejo, CA | $655K | 25,760 |
| CITADEL ADVISORS LLC | MIAMI, FL | $647K | 25,449 |
| Mosley Wealth Management | ANAHEIM, CA | $630K | 24,513 |