# SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES

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.

## Summary

- Issuer: SIMPLIFY EXCHANGE TRADED FUN
- Class: MANAGED FUTURES
- CUSIP: 82889N699
- Asset category: OTHER
- 13F holders: 256
- 13F value: $1.0B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $2.2M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/116407) | PLYMOUTH, MN | $75.4M | 3,099,211 |
| CITIGROUP INC | NEW YORK, NY | $55.0M | 2,121,200 |
| [Boothe Investment Group, Inc.](https://search.stillhousedata.com/firm/291437) | DOVER, DE | $45.2M | 1,741,958 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/282580) | 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](https://search.stillhousedata.com/firm/292008) | LEBANON, OH | $19.1M | 630,394 |
| [ASSETMARK, INC](https://search.stillhousedata.com/firm/109018) | CONCORD, CA | $16.1M | 620,809 |
| [Pasadena Private Wealth, LLC](https://search.stillhousedata.com/firm/295178) | PASADENA, CA | $15.8M | 523,677 |
| [Deane Retirement Strategies, Inc.](https://search.stillhousedata.com/firm/127096) | NEW ORLEANS, LA | $15.5M | 597,723 |
| &PARTNERS | NASHVILLE, TN | $14.8M | 488,589 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Anydrus Advantage ETF](https://search.stillhousedata.com/fund/S000084713) | Collaborative Investment Series Trust | $2.2M | 371.98% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/82889N699.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.