# SIMPLIFY EXCHANGE TRADED FUN HEDGED EQUITY

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.

## Summary

- Issuer: SIMPLIFY EXCHANGE TRADED FUN
- Class: HEDGED EQUITY
- CUSIP: 82889N764
- Asset category: EC
- 13F holders: 85
- 13F value: $221.1M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $8K
- N-PORT report: 2024-06-30

## Top institutional holders (Form 13F)

_Showing 15 of 85 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Private Advisor Group, LLC](https://search.stillhousedata.com/firm/155216) | MORRISTOWN, NJ | $23.4M | 698,185 |
| CWM, LLC | OMAHA, NE | $19.8M | 629,588 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $17.7M | 562,601 |
| [Leo Wealth, LLC](https://search.stillhousedata.com/firm/283891) | HURST, TX | $10.5M | 333,880 |
| [WealthPlan Investment Management, LLC](https://search.stillhousedata.com/firm/311364) | OMAHA, NE | $10.1M | 300,206 |
| [Brinker Capital Investments, LLC](https://search.stillhousedata.com/firm/107975) | Berwyn, PA | $9.1M | 289,699 |
| [Rockefeller Capital Management L.P.](https://search.stillhousedata.com/firm/294197) | NEW YORK, NY | $7.0M | 223,592 |
| [Independent Wealth Advisors LLC](https://search.stillhousedata.com/firm/328786) | CARY, NC | $6.9M | 204,845 |
| [ARQ WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/147351) | SCOTTSDALE, AZ | $6.6M | 195,133 |
| [Kovack Advisors, Inc.](https://search.stillhousedata.com/firm/140808) | FT. LAUDERDALE, FL | $6.4M | 189,631 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $6.2M | 184,740 |
| [TSG Advice Partners, LLC](https://search.stillhousedata.com/firm/305999) | COLUMBUS, OH | $5.8M | 185,666 |
| [Meridian Wealth Management, LLC](https://search.stillhousedata.com/firm/151523) | LEXINGTON, KY | $5.2M | 154,811 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $5.1M | 152,958 |
| [WealthPLAN Partners, LLC](https://search.stillhousedata.com/firm/305026) | OMAHA, NE | $5.0M | 150,327 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [DriveWealth NYSE 100 Index ETF](https://search.stillhousedata.com/fund/S000079523) | DriveWealth ETF Trust | $8K | 98.92% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/82889N764.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.