SIMPLIFY EXCHANGE TRADED FUN HEDGED EQUITY is a security (CUSIP 82889N764) tracked across SEC portfolio filings. 85 institutional managers reported $221.1M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $8K via N-PORT as of 2024-06-30.
Showing 15 of 85 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Private Advisor Group, LLC | MORRISTOWN, NJ | $23.4M | 698,185 |
| CWM, LLC | OMAHA, NE | $19.8M | 629,588 |
| LPL Financial LLC | FORT MILL, SC | $17.7M | 562,601 |
| Leo Wealth, LLC | HURST, TX | $10.5M | 333,880 |
| WealthPlan Investment Management, LLC | OMAHA, NE | $10.1M | 300,206 |
| Brinker Capital Investments, LLC | Berwyn, PA | $9.1M | 289,699 |
| Rockefeller Capital Management L.P. | NEW YORK, NY | $7.0M | 223,592 |
| Independent Wealth Advisors LLC | CARY, NC | $6.9M | 204,845 |
| ARQ WEALTH ADVISORS, LLC | SCOTTSDALE, AZ | $6.6M | 195,133 |
| Kovack Advisors, Inc. | FT. LAUDERDALE, FL | $6.4M | 189,631 |
| HighTower Advisors, LLC | CHICAGO, IL | $6.2M | 184,740 |
| TSG Advice Partners, LLC | COLUMBUS, OH | $5.8M | 185,666 |
| Meridian Wealth Management, LLC | LEXINGTON, KY | $5.2M | 154,811 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $5.1M | 152,958 |
| WealthPLAN Partners, LLC | OMAHA, NE | $5.0M | 150,327 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| DriveWealth NYSE 100 Index ETF | DriveWealth ETF Trust | $8K | 98.92% |