CUSIP 82889N103
SIMPLIFY EXCHANGE TRADED FUN
62 institutions · $89.2M total · 2,152,860 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Austin Wealth Management, LLC | 904,781 | $39.1M | 42.02% | 2025-12-31 |
| 2 | Integrated Wealth Concepts LLC | 323,898 | $13.8M | 15.04% | 2025-12-31 |
| 3 | ENTREWEALTH, LLC | 227,756 | $9.7M | 10.57% | 2025-12-31 |
| 4 | AE Wealth Management LLC | 114,130 | $4.9M | 5.30% | 2025-12-31 |
| 5 | EVOLUTION WEALTH MANAGEMENT INC. | 74,961 | $3.2M | 3.48% | 2025-12-31 |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 70,352 | $3.0M | 3.26% | 2025-12-31 |
| 7 | Lloyd Advisory Services, LLC. | 40,423 | $1.7M | 1.87% | 2025-12-31 |
| 8 | Financial Enhancement Group LLC | 33,849 | $1.4M | 1.57% | 2025-12-31 |
| 9 | MEITAV DASH INVESTMENTS LTD | 11,528 | $1.3M | 0.53% | 2023-09-30 |
| 10 | Kathmere Capital Management, LLC | 40,832 | $1.1M | 1.89% | 2023-06-30 |
| 11 | TRUIST FINANCIAL CORP | 26,605 | $715.7K | 1.23% | 2023-06-30 |
| 12 | WOLVERINE TRADING, LLC | 18,865 | $707.2K | 0.87% | 2024-12-31 |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | 15,870 | $678.3K | 0.73% | 2025-12-31 |
| 14 | Bison Wealth, LLC | 16,942 | $639.9K | 0.78% | 2024-09-30 |
| 15 | Noble Wealth Management PBC | 14,689 | $629.5K | 0.68% | 2025-12-31 |
| 16 | Fiduciary Alliance LLC | 12,793 | $546.8K | 0.59% | 2025-12-31 |
| 17 | HOWARD BAILEY SECURITIES, LLC | 12,517 | $536.5K | 0.58% | 2025-12-31 |
| 18 | B.O.S.S. Retirement Advisors, LLC | 12,310 | $526.2K | 0.57% | 2025-12-31 |
| 19 | TOWNSQUARE CAPITAL LLC | 17,278 | $480.8K | 0.80% | 2023-12-31 |
| 20 | LPL Financial LLC | 11,199 | $478.7K | 0.52% | 2025-12-31 |
| 21 | CITADEL ADVISORS LLC | 10,668 | $457.2K | 0.49% | 2025-09-30 |
| 22 | JANE STREET GROUP, LLC | 10,992 | $411.3K | 0.51% | 2024-12-31 |
| 23 | GTS SECURITIES LLC | 11,896 | $346.2K | 0.55% | 2023-09-30 |
| 24 | Prospera Financial Services Inc | 10,877 | $302.7K | 0.50% | 2023-12-31 |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,803 | $291.6K | 0.31% | 2025-09-30 |
| 26 | OLD MISSION CAPITAL LLC | 8,031 | $276.6K | 0.37% | 2025-03-31 |
| 27 | LifeWealth Investments, LLC | 6,202 | $265.8K | 0.28% | 2025-12-31 |
| 28 | Modern Wealth Management, LLC | 5,556 | $237.5K | 0.25% | 2025-12-31 |
| 29 | AVANTAX ADVISORY SERVICES, INC. | 5,572 | $230.2K | 0.25% | 2025-06-30 |
| 30 | Cetera Investment Advisers | 4,935 | $211.5K | 0.22% | 2025-09-30 |
| 31 | ENVESTNET ASSET MANAGEMENT INC | 7,258 | $211.2K | 0.33% | 2023-09-30 |
| 32 | BlackRock, Inc. | 3,132 | $133.9K | 0.14% | 2025-12-31 |
| 33 | Aptus Capital Advisors, LLC | 2,553 | $109.1K | 0.11% | 2025-12-31 |
| 34 | Kingdom Financial Group LLC. | 1,838 | $78.6K | 0.08% | 2025-12-31 |
| 35 | Empowered Funds, LLC | 1,624 | $60.8K | 0.07% | 2024-12-31 |
| 36 | ADVISOR GROUP HOLDINGS, INC. | 1,613 | $60.4K | 0.07% | 2025-06-30 |
| 37 | RAYMOND JAMES FINANCIAL INC | 1,157 | $47.8K | 0.05% | 2025-06-30 |
| 38 | U.S. Capital Wealth Advisors, LLC | 1,843 | $46.8K | 0.08% | 2023-03-31 |
| 39 | WELLS FARGO & COMPANY/MN | 668 | $27.6K | 0.03% | 2025-06-30 |
| 40 | UBS Group AG | 548 | $23.5K | 0.02% | 2025-09-30 |
| 41 | Quest 10 Wealth Builders, Inc. | 520 | $22.2K | 0.02% | 2025-12-31 |
| 42 | Networth Advisors, LLC | 490 | $21.0K | 0.02% | 2025-12-31 |
| 43 | Transce3nd, LLC | 443 | $18.3K | 0.02% | 2025-06-30 |
| 44 | Royal Bank of Canada | 200 | $9.0K | 0.00% | 2025-12-31 |
| 45 | Park Square Financial Group, LLC | 207 | $8.6K | 0.00% | 2025-06-30 |
| 46 | Parallel Advisors, LLC | 250 | $6.7K | 0.01% | 2024-03-31 |
| 47 | MORGAN STANLEY | 150 | $6.4K | 0.00% | 2025-12-31 |
| 48 | Decker Retirement Planning Inc. | 74 | $3.2K | 0.00% | 2025-09-30 |
| 49 | Leelyn Smith, LLC | 74 | $1.9K | 0.00% | 2023-03-31 |
| 50 | Geneos Wealth Management Inc. | 42 | $1.8K | 0.00% | 2025-12-31 |
| 51 | IFP Advisors, Inc | 35 | $1.5K | 0.00% | 2025-12-31 |
| 52 | Richard W. Paul & Associates, LLC | 22 | $947 | 0.00% | 2025-09-30 |
| 53 | Global Retirement Partners, LLC | 20 | $828 | 0.00% | 2025-06-30 |
| 54 | CWM, LLC | 14,935 | $638 | 0.69% | 2025-12-31 |
| 55 | Tradition Wealth Management, LLC | 20,009 | $525 | 0.92% | 2023-12-31 |
| 56 | ASSETMARK, INC | 9 | $385 | 0.00% | 2025-12-31 |
| 57 | Pineridge Advisors LLC | 7 | $301 | 0.00% | 2025-09-30 |
| 58 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | $291 | 0.00% | 2023-09-30 |
| 59 | Betterment LLC | 10,017 | $254 | 0.46% | 2023-03-31 |
| 60 | FMR LLC | 2 | $70 | 0.00% | 2024-03-31 |
| 61 | JPMORGAN CHASE & CO | 0 | $0 | 0.00% | 2023-06-30 |
| 62 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |