SIMPLIFY EXCHANGE TRADED FUN INTMD TERM TRSRY is a security (CUSIP 82889N798) tracked across SEC portfolio filings. 37 institutional managers reported $43.9M on Form 13F as of 2026-06-30.
Showing 15 of 37 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| True Wealth Design, LLC | AKRON, OH | $19.0M | 1,490,531 |
| Heck Capital Advisors, LLC | Rhinelander, WI | $4.9M | 384,111 |
| Magnolia Private Wealth, LLC | PHILADELPHIA, PA | $4.6M | 481,039 |
| STAPP WEALTH MANAGEMENT, PLLC | OLYMPIA, WA | $2.8M | 217,408 |
| Mid-American Wealth Advisory Group, Inc. | KANSAS CITY, MO | $2.5M | 198,552 |
| AE Wealth Management LLC | TOPEKA, KS | $2.4M | 191,818 |
| Continuum Advisory, LLC | EAGLE, ID | $2.2M | 173,093 |
| Whalen Wealth Management Inc. | LAS VEGAS, NV | $837K | 63,740 |
| Hilltop Holdings Inc. | Dallas, TX | $766K | 58,318 |
| Inspire Advisors, LLC | Meridian, ID | $721K | 54,918 |
| PRIVATE CLIENT SERVICES, LLC | LOUISVILLE, KY | $691K | 54,090 |
| CreativeOne Wealth, LLC | OVERLAND PARK, KS | $450K | 34,284 |
| Great Lakes Retirement, Inc. | SANDUSKY, OH | $267K | 20,900 |
| LANE BROTHERS & CO INC | PRESCOTT, AZ | $242K | 18,930 |
| Rinkey Investments | San Diego, CA | $230K | 18,000 |