SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY OPPORT is a security (CUSIP 82889N558) tracked across SEC portfolio filings. 16 institutional managers reported $27.6M on Form 13F as of 2026-06-30.
Showing 15 of 16 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Ascension Capital Advisors, Inc. | Houston, TX | $15.1M | 640,984 |
| Continuum Advisory, LLC | EAGLE, ID | $10.5M | 446,026 |
| AE Wealth Management LLC | TOPEKA, KS | $611K | 25,957 |
| NAPA WEALTH MANAGEMENT | Napa, CA | $495K | 20,915 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $384K | 17,026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $210K | 9,313 |
| Trajan Wealth LLC | SCOTTSDALE, AZ | $201K | 8,934 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $68K | 3,029 |
| Steward Partners Investment Advisory, LLC | NEW YORK, NY | $35K | 1,558 |
| Lloyd Advisory Services, LLC. | SUWANEE, GA | $17K | 759 |
| Kingdom Financial Group LLC. | PEORIA, AZ | $17K | 759 |
| MATHER GROUP, LLC. | CHICAGO, IL | $17K | 717 |
| Networth Advisors, LLC | CANONSBURG, PA | $6K | 241 |
| Geneos Wealth Management Inc. | ENGLEWOOD, CO | $3K | 133 |
| Elevated Capital Advisors, LLC | SANDY, UT | $2K | 68 |