CUSIP 82889N202
SIMPLIFY EXCHANGE TRADED FUN
98 institutions · $129.5M total · 3,963,025 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Resources Investment Advisors, LLC. | 599,769 | $15.7M | 15.13% | 2023-12-31 |
| 2 | LPL Financial LLC | 384,800 | $15.1M | 9.70% | 2025-12-31 |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 255,478 | $10.0M | 6.44% | 2025-12-31 |
| 4 | Ridgepath Capital Management LLC | 284,816 | $9.5M | 7.18% | 2024-12-31 |
| 5 | AXXCESS WEALTH MANAGEMENT, LLC | 284,816 | $9.5M | 7.18% | 2024-12-31 |
| 6 | Authentikos Wealth Advisory, LLC | 194,241 | $7.7M | 4.90% | 2025-12-31 |
| 7 | AE Wealth Management LLC | 180,290 | $7.1M | 4.54% | 2025-12-31 |
| 8 | Ethos Financial Group, LLC | 218,903 | $6.9M | 5.52% | 2025-03-31 |
| 9 | Almanack Investment Partners, LLC. | 142,651 | $4.8M | 3.59% | 2024-12-31 |
| 10 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 183,405 | $4.7M | 4.62% | 2023-06-30 |
| 11 | EVOLUTION WEALTH MANAGEMENT INC. | 114,806 | $4.5M | 2.89% | 2025-12-31 |
| 12 | Ironsides Asset Advisors, LLC | 104,611 | $4.1M | 2.63% | 2025-12-31 |
| 13 | Austin Wealth Management, LLC | 47,934 | $1.9M | 1.20% | 2025-12-31 |
| 14 | Lloyd Advisory Services, LLC. | 47,645 | $1.9M | 1.20% | 2025-12-31 |
| 15 | OLD MISSION CAPITAL LLC | 44,281 | $1.7M | 1.11% | 2025-06-30 |
| 16 | Steward Partners Investment Advisory, LLC | 41,493 | $1.6M | 1.04% | 2025-12-31 |
| 17 | Ausdal Financial Partners, Inc. | 56,551 | $1.5M | 1.42% | 2023-09-30 |
| 18 | Atomi Financial Group, Inc. | 34,559 | $1.4M | 0.87% | 2025-12-31 |
| 19 | Capital Investment Advisory Services, LLC | 43,563 | $1.4M | 1.09% | 2024-03-31 |
| 20 | Clarity Financial LLC | 47,670 | $1.2M | 1.20% | 2023-12-31 |
| 21 | Park Edge Advisors, LLC | 29,031 | $1.1M | 0.73% | 2025-12-31 |
| 22 | GTS SECURITIES LLC | 24,985 | $980.9K | 0.63% | 2025-12-31 |
| 23 | B.O.S.S. Retirement Advisors, LLC | 24,339 | $955.5K | 0.61% | 2025-12-31 |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21,727 | $868.4K | 0.54% | 2025-12-31 |
| 25 | HOWARD BAILEY SECURITIES, LLC | 20,336 | $803.5K | 0.51% | 2025-12-31 |
| 26 | Fiduciary Alliance LLC | 19,252 | $755.8K | 0.48% | 2025-12-31 |
| 27 | Financial Enhancement Group LLC | 26,368 | $675.0K | 0.66% | 2024-09-30 |
| 28 | JANE STREET GROUP, LLC | 20,967 | $648.5K | 0.52% | 2025-03-31 |
| 29 | INSIGNEO ADVISORY SERVICES, LLC | 16,220 | $636.8K | 0.40% | 2025-12-31 |
| 30 | Elevated Capital Advisors, LLC | 15,304 | $600.8K | 0.38% | 2025-12-31 |
| 31 | Sollinda Capital Management LLC | 14,197 | $557.4K | 0.35% | 2025-12-31 |
| 32 | McCartney Wealth Management LLC | 12,708 | $498.9K | 0.32% | 2025-12-31 |
| 33 | LifeWealth Investments, LLC | 11,813 | $466.7K | 0.29% | 2025-12-31 |
| 34 | CITADEL ADVISORS LLC | 11,740 | $463.8K | 0.29% | 2025-09-30 |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,531 | $455.6K | 0.29% | 2025-09-30 |
| 36 | Eudaimonia Partners, LLC | 15,720 | $402.1K | 0.39% | 2023-06-30 |
| 37 | ENVESTNET ASSET MANAGEMENT INC | 15,228 | $399.3K | 0.38% | 2023-12-31 |
| 38 | Mutual Advisors, LLC | 14,765 | $377.7K | 0.37% | 2023-06-30 |
| 39 | TOWNSQUARE CAPITAL LLC | 14,092 | $369.5K | 0.35% | 2023-12-31 |
| 40 | Prospera Financial Services Inc | 13,200 | $360.5K | 0.33% | 2023-09-30 |
| 41 | Smith Anglin Financial, LLC | 13,346 | $349.9K | 0.33% | 2023-12-31 |
| 42 | Bison Wealth, LLC | 10,456 | $348.9K | 0.26% | 2024-12-31 |
| 43 | StoneX Group Inc. | 10,415 | $346.4K | 0.26% | 2025-06-30 |
| 44 | Centennial Advisors, LLC | 8,263 | $324.4K | 0.20% | 2025-12-31 |
| 45 | Dynamic Advisor Solutions LLC | 8,166 | $320.6K | 0.20% | 2025-12-31 |
| 46 | Atlas Financial Advisors, Inc. | 12,130 | $318.0K | 0.30% | 2023-12-31 |
| 47 | Kathmere Capital Management, LLC | 7,676 | $301.3K | 0.19% | 2025-12-31 |
| 48 | Bison Wealth, LLC | 7,894 | $299.0K | 0.19% | 2025-06-30 |
| 49 | Pathway Financial Advisors LLC | 7,090 | $283.4K | 0.17% | 2025-12-31 |
| 50 | Alpha Cubed Investments, LLC | 8,843 | $273.5K | 0.22% | 2025-03-31 |
| 51 | ADVISOR GROUP HOLDINGS, INC. | 5,868 | $230.4K | 0.14% | 2025-12-31 |
| 52 | Collaborative Wealth Managment Inc. | 7,607 | $207.7K | 0.19% | 2023-09-30 |
| 53 | Great Lakes Retirement, Inc. | 5,235 | $206.8K | 0.13% | 2025-09-30 |
| 54 | WOLVERINE TRADING, LLC | 6,575 | $202.8K | 0.16% | 2025-03-31 |
| 55 | HighTower Advisors, LLC | 5,119 | $201.0K | 0.12% | 2025-12-31 |
| 56 | NATIONAL BANK OF CANADA /FI/ | 6,778 | $175.9K | 0.17% | 2023-12-31 |
| 57 | Kingdom Financial Group LLC. | 2,120 | $83.2K | 0.05% | 2025-12-31 |
| 58 | US BANCORP \DE\ | 1,707 | $52.8K | 0.04% | 2025-03-31 |
| 59 | JPMORGAN CHASE & CO | 1,025 | $31.7K | 0.02% | 2025-03-31 |
| 60 | Transce3nd, LLC | 782 | $29.7K | 0.01% | 2025-06-30 |
| 61 | MORGAN STANLEY | 735 | $28.9K | 0.01% | 2025-12-31 |
| 62 | Networth Advisors, LLC | 695 | $27.3K | 0.01% | 2025-12-31 |
| 63 | Royal Bank of Canada | 700 | $27.0K | 0.01% | 2025-12-31 |
| 64 | CIBC Private Wealth Group, LLC | 650 | $25.5K | 0.01% | 2025-12-31 |
| 65 | Quest 10 Wealth Builders, Inc. | 598 | $23.5K | 0.01% | 2025-12-31 |
| 66 | WELLS FARGO & COMPANY/MN | 750 | $23.3K | 0.01% | 2024-03-31 |
| 67 | CoreCap Advisors, LLC | 579 | $19.4K | 0.01% | 2024-09-30 |
| 68 | Qube Research & Technologies Ltd | 479 | $15.5K | 0.01% | 2024-06-30 |
| 69 | NBC SECURITIES, INC. | 380 | $14.9K | 0.00% | 2025-12-31 |
| 70 | Kistler-Tiffany Companies, LLC | 500 | $13.7K | 0.01% | 2023-09-30 |
| 71 | Creative Planning | 500 | $13.1K | 0.01% | 2023-12-31 |
| 72 | HOLLENCREST CAPITAL MANAGEMENT | 484 | $12.7K | 0.01% | 2023-12-31 |
| 73 | Park Square Financial Group, LLC | 280 | $10.6K | 0.00% | 2025-06-30 |
| 74 | ROTHSCHILD INVESTMENT LLC | 231 | $9.1K | 0.00% | 2025-12-31 |
| 75 | IFP Advisors, Inc | 148 | $5.8K | 0.00% | 2025-12-31 |
| 76 | Coppell Advisory Solutions LLC | 152 | $5.1K | 0.00% | 2024-12-31 |
| 77 | UBS Group AG | 122 | $4.6K | 0.00% | 2025-06-30 |
| 78 | Decker Retirement Planning Inc. | 81 | $3.2K | 0.00% | 2025-09-30 |
| 79 | BANK OF MONTREAL /CAN/ | 109 | $2.8K | 0.00% | 2024-06-30 |
| 80 | Cambridge Investment Research Advisors, Inc. | 101,813 | $2.8K | 2.56% | 2023-09-30 |
| 81 | Parallel Advisors, LLC | 100 | $2.6K | 0.00% | 2024-03-31 |
| 82 | Noble Wealth Management PBC | 55 | $2.2K | 0.00% | 2025-12-31 |
| 83 | Richard W. Paul & Associates, LLC | 46 | $1.8K | 0.00% | 2025-09-30 |
| 84 | Geneos Wealth Management Inc. | 44 | $1.7K | 0.00% | 2025-12-31 |
| 85 | CWM, LLC | 43,586 | $1.7K | 1.09% | 2025-12-31 |
| 86 | Global Retirement Partners, LLC | 39 | $1.5K | 0.00% | 2025-06-30 |
| 87 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 33 | $1.1K | 0.00% | 2024-09-30 |
| 88 | Lord & Richards Wealth Management, LLC | 29 | $897 | 0.00% | 2025-03-31 |
| 89 | TD Capital Management LLC | 31 | $877 | 0.00% | 2024-03-31 |
| 90 | ASSETMARK, INC | 9 | $353 | 0.00% | 2025-12-31 |
| 91 | Pineridge Advisors LLC | 8 | $318 | 0.00% | 2025-09-30 |
| 92 | Capital A Wealth Management, LLC | 10 | $287 | 0.00% | 2025-09-30 |
| 93 | Avion Wealth | 6,043 | $165 | 0.15% | 2023-09-30 |
| 94 | Farther Finance Advisors, LLC | 3 | $118 | 0.00% | 2025-12-31 |
| 95 | FMR LLC | 2 | $65 | 0.00% | 2024-06-30 |
| 96 | Allworth Financial LP | 1 | $38 | 0.00% | 2025-12-31 |
| 97 | FNY Investment Advisers, LLC | 100 | $2 | 0.00% | 2023-09-30 |
| 98 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |