# SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY INTERST

SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY INTERST is a security (CUSIP 82889N855) tracked across SEC portfolio filings. 62 institutional managers reported $65.0M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $1.6M via N-PORT as of 2026-03-31.

## Summary

- Issuer: SIMPLIFY EXCHANGE TRADED FUN
- Class: SIMPLIFY INTERST
- CUSIP: 82889N855
- Asset category: EC
- 13F holders: 62
- 13F value: $65.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $1.6M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 62 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Toroso Investments, LLC](https://search.stillhousedata.com/firm/164201) | MILWAUKEE, WI | $11.2M | 241,598 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $7.4M | 159,005 |
| Pekin Hardy Strauss, Inc. | CHICAGO, IL | $7.0M | 162,217 |
| Drum Hill Capital, LLC | WESTPORT, CT | $6.3M | 145,456 |
| [Thomas J. Herzfeld Advisors, Inc.](https://search.stillhousedata.com/firm/108369) | MIAMI BEACH, FL | $5.4M | 117,701 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $4.6M | 100,000 |
| [Holcombe Financial, Inc.](https://search.stillhousedata.com/firm/142238) | ATLANTA, GA | $4.3M | 99,238 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $3.0M | 69,391 |
| [Point72 Asset Management, L.P.](https://search.stillhousedata.com/firm/283077) | Stamford, CT | $1.5M | 32,600 |
| FSA Investment Group, LLC | Pensacola, FL | $1.3M | 30,422 |
| AVANTAX ADVISORY SERVICES, INC. | DALLAS, TX | $1.2M | 22,623 |
| [Catawba River Capital](https://search.stillhousedata.com/firm/134217) | LAKE WYLIE, SC | $1.1M | 24,974 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $1.0M | 24,027 |
| [OLD MISSION CAPITAL LLC](https://search.stillhousedata.com/firm/146991) | CHICAGO, IL | $965K | 20,873 |
| [Anchor Investment Management, LLC](https://search.stillhousedata.com/firm/135296) | COLUMBIA, SC | $945K | 20,445 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| HERZFELD CREDIT INCOME FUND, INC | Herzfeld Caribbean Basin Fund, Inc. | $1.6M | 397.22% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/82889N855.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.