SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES is a security (CUSIP 82889N699) tracked across SEC portfolio filings. 256 institutional managers reported $1.0B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $2.2M via N-PORT as of 2026-03-31.
Showing 15 of 256 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $135.0M | 4,467,832 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $75.4M | 3,099,211 |
| CITIGROUP INC | NEW YORK, NY | $55.0M | 2,121,200 |
| Boothe Investment Group, Inc. | DOVER, DE | $45.2M | 1,741,958 |
| LPL Financial LLC | FORT MILL, SC | $31.8M | 1,053,741 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $30.1M | 1,160,469 |
| Independence Wealth Advisors, LLC | INDEPENDENCE, OH | $28.8M | 951,474 |
| AE Wealth Management LLC | TOPEKA, KS | $26.0M | 1,001,267 |
| UBS Group AG | Zurich, V8 | $24.5M | 809,774 |
| IAG Wealth Partners, LLC | WAUKESHA, WI | $21.3M | 821,040 |
| Altiora Financial Group, LLC | LEBANON, OH | $19.1M | 630,394 |
| ASSETMARK, INC | CONCORD, CA | $16.1M | 620,809 |
| Pasadena Private Wealth, LLC | PASADENA, CA | $15.8M | 523,677 |
| Deane Retirement Strategies, Inc. | NEW ORLEANS, LA | $15.5M | 597,723 |
| &PARTNERS | NASHVILLE, TN | $14.8M | 488,589 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Anydrus Advantage ETF | Collaborative Investment Series Trust | $2.2M | 371.98% |