# SIMPLIFY EXCHANGE TRADED FUN TREASURY OPT INC

SIMPLIFY EXCHANGE TRADED FUN TREASURY OPT INC is a security (CUSIP 82889N640) tracked across SEC portfolio filings. 96 institutional managers reported $232.2M on Form 13F as of 2026-06-30.

## Summary

- Issuer: SIMPLIFY EXCHANGE TRADED FUN
- Class: TREASURY OPT INC
- CUSIP: 82889N640
- 13F holders: 96
- 13F value: $232.2M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 96 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Simplify Asset Management Inc.](https://search.stillhousedata.com/firm/309535) | Las Vegas, NV | $39.8M | 1,700,000 |
| [AE Wealth Management LLC](https://search.stillhousedata.com/firm/282580) | TOPEKA, KS | $24.0M | 1,025,769 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $19.4M | 825,521 |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | DES MOINES, IA | $14.2M | 608,397 |
| Elevated Capital Advisors, LLC | SANDY, UT | $11.7M | 497,573 |
| [RiverTree Advisors, LLC](https://search.stillhousedata.com/firm/168065) | WINTER PARK, FL | $7.9M | 336,734 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $7.5M | 319,302 |
| VanWeelden Wealth Management, LLC | WEST CHESTER TOWNSHIP, OH | $7.1M | 304,046 |
| [Key Capital Management, INC](https://search.stillhousedata.com/firm/173773) | HENDERSONVILLE, TN 37075, TN | $5.7M | 243,255 |
| [Owen LaRue, LLC](https://search.stillhousedata.com/firm/289436) | ELIZABETHTOWN, KY | $5.3M | 228,395 |
| [Brinker Capital Investments, LLC](https://search.stillhousedata.com/firm/107975) | Berwyn, PA | $5.0M | 214,797 |
| [LANE BROTHERS & CO INC](https://search.stillhousedata.com/firm/105968) | PRESCOTT, AZ | $4.1M | 175,178 |
| [HOWARD BAILEY SECURITIES, LLC](https://search.stillhousedata.com/firm/282712) | FORT WAYNE, IN | $4.1M | 173,204 |
| [B.O.S.S. Retirement Advisors, LLC](https://search.stillhousedata.com/firm/171143) | Lehi, UT | $3.4M | 145,512 |
| [Park Edge Advisors, LLC](https://search.stillhousedata.com/firm/317521) | Cleveland, OH | $3.3M | 142,406 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/82889N640.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.