CUSIP 82889N202
SIMPLIFY EXCHANGE TRADED FUN
88 institutions · $121.9M total · 3,563,321 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | OneDigital Investment Advisors LLC | 599,769 | $15.7M | 16.83% | 2023-12-31 |
| 2 | LPL Financial LLC | 384,800 | $15.1M | 10.79% | 2025-12-31 |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 255,478 | $10.0M | 7.16% | 2025-12-31 |
| 4 | Ridgepath Capital Management LLC | 284,816 | $9.5M | 7.99% | 2024-12-31 |
| 5 | AXXCESS WEALTH MANAGEMENT, LLC | 284,816 | $9.5M | 7.99% | 2024-12-31 |
| 6 | Authentikos Wealth Advisory, LLC | 194,241 | $7.7M | 5.45% | 2025-12-31 |
| 7 | AE Wealth Management LLC | 180,290 | $7.1M | 5.05% | 2025-12-31 |
| 8 | Ethos Financial Group, LLC | 218,903 | $6.9M | 6.14% | 2025-03-31 |
| 9 | Almanack Investment Partners, LLC. | 142,651 | $4.8M | 4.00% | 2024-12-31 |
| 10 | EVOLUTION WEALTH MANAGEMENT INC. | 114,806 | $4.5M | 3.22% | 2025-12-31 |
| 11 | Ironsides Asset Advisors, LLC | 104,611 | $4.1M | 2.93% | 2025-12-31 |
| 12 | Austin Wealth Management, LLC | 47,934 | $1.9M | 1.34% | 2025-12-31 |
| 13 | Lloyd Advisory Services, LLC. | 47,645 | $1.9M | 1.33% | 2025-12-31 |
| 14 | OLD MISSION CAPITAL LLC | 44,281 | $1.7M | 1.24% | 2025-06-30 |
| 15 | Steward Partners Investment Advisory, LLC | 41,493 | $1.6M | 1.16% | 2025-12-31 |
| 16 | Compound Planning, Inc. | 34,559 | $1.4M | 0.96% | 2025-12-31 |
| 17 | Capital Investment Advisory Services, LLC | 43,563 | $1.4M | 1.22% | 2024-03-31 |
| 18 | Clarity Financial LLC | 47,670 | $1.2M | 1.33% | 2023-12-31 |
| 19 | Park Edge Advisors, LLC | 29,031 | $1.1M | 0.81% | 2025-12-31 |
| 20 | GTS SECURITIES LLC | 24,985 | $980.9K | 0.70% | 2025-12-31 |
| 21 | B.O.S.S. Retirement Advisors, LLC | 24,339 | $955.5K | 0.68% | 2025-12-31 |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21,727 | $868.4K | 0.60% | 2025-12-31 |
| 23 | HOWARD BAILEY SECURITIES, LLC | 20,336 | $803.5K | 0.57% | 2025-12-31 |
| 24 | Fiduciary Alliance LLC | 19,252 | $755.8K | 0.54% | 2025-12-31 |
| 25 | Financial Enhancement Group LLC | 26,368 | $675.0K | 0.73% | 2024-09-30 |
| 26 | JANE STREET GROUP, LLC | 20,967 | $648.5K | 0.58% | 2025-03-31 |
| 27 | INSIGNEO ADVISORY SERVICES, LLC | 16,220 | $636.8K | 0.45% | 2025-12-31 |
| 28 | Elevated Capital Advisors, LLC | 15,304 | $600.8K | 0.42% | 2025-12-31 |
| 29 | Sollinda Capital Management LLC | 14,197 | $557.4K | 0.39% | 2025-12-31 |
| 30 | McCartney Wealth Management LLC | 12,708 | $498.9K | 0.35% | 2025-12-31 |
| 31 | LifeWealth Investments, LLC | 11,813 | $466.7K | 0.33% | 2025-12-31 |
| 32 | CITADEL ADVISORS LLC | 11,740 | $463.8K | 0.32% | 2025-09-30 |
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,531 | $455.6K | 0.32% | 2025-09-30 |
| 34 | ENVESTNET ASSET MANAGEMENT INC | 15,228 | $399.3K | 0.42% | 2023-12-31 |
| 35 | TOWNSQUARE CAPITAL LLC | 14,092 | $369.5K | 0.39% | 2023-12-31 |
| 36 | Smith Anglin Financial, LLC | 13,346 | $349.9K | 0.37% | 2023-12-31 |
| 37 | Bison Wealth, LLC | 10,456 | $348.9K | 0.29% | 2024-12-31 |
| 38 | StoneX Group Inc. | 10,415 | $346.4K | 0.29% | 2025-06-30 |
| 39 | Centennial Advisors, LLC | 8,263 | $324.4K | 0.23% | 2025-12-31 |
| 40 | Dynamic Advisor Solutions LLC | 8,166 | $320.6K | 0.22% | 2025-12-31 |
| 41 | Atlas Financial Advisors, Inc. | 12,130 | $318.0K | 0.34% | 2023-12-31 |
| 42 | Kathmere Capital Management, LLC | 7,676 | $301.3K | 0.21% | 2025-12-31 |
| 43 | Bison Wealth, LLC | 7,894 | $299.0K | 0.22% | 2025-06-30 |
| 44 | Pathway Financial Advisors LLC | 7,090 | $283.4K | 0.19% | 2025-12-31 |
| 45 | Alpha Cubed Investments, LLC | 8,843 | $273.5K | 0.24% | 2025-03-31 |
| 46 | OSAIC HOLDINGS, INC. | 5,868 | $230.4K | 0.16% | 2025-12-31 |
| 47 | Great Lakes Retirement, Inc. | 5,235 | $206.8K | 0.14% | 2025-09-30 |
| 48 | WOLVERINE TRADING, LLC | 6,575 | $202.8K | 0.18% | 2025-03-31 |
| 49 | HighTower Advisors, LLC | 5,119 | $201.0K | 0.14% | 2025-12-31 |
| 50 | NATIONAL BANK OF CANADA /FI/ | 6,778 | $175.9K | 0.19% | 2023-12-31 |
| 51 | Kingdom Financial Group LLC. | 2,120 | $83.2K | 0.05% | 2025-12-31 |
| 52 | US BANCORP \DE\ | 1,707 | $52.8K | 0.04% | 2025-03-31 |
| 53 | JPMORGAN CHASE & CO | 1,025 | $31.7K | 0.02% | 2025-03-31 |
| 54 | Transce3nd, LLC | 782 | $29.7K | 0.02% | 2025-06-30 |
| 55 | MORGAN STANLEY | 735 | $28.9K | 0.02% | 2025-12-31 |
| 56 | Networth Advisors, LLC | 695 | $27.3K | 0.01% | 2025-12-31 |
| 57 | Royal Bank of Canada | 700 | $27.0K | 0.01% | 2025-12-31 |
| 58 | CIBC Private Wealth Group LLC | 650 | $25.5K | 0.01% | 2025-12-31 |
| 59 | Quest 10 Wealth Builders, Inc. | 598 | $23.5K | 0.01% | 2025-12-31 |
| 60 | WELLS FARGO & COMPANY/MN | 750 | $23.3K | 0.02% | 2024-03-31 |
| 61 | CoreCap Advisors, LLC | 579 | $19.4K | 0.01% | 2024-09-30 |
| 62 | Qube Research & Technologies Ltd | 479 | $15.5K | 0.01% | 2024-06-30 |
| 63 | NBC SECURITIES, INC. | 380 | $14.9K | 0.01% | 2025-12-31 |
| 64 | Creative Planning | 500 | $13.1K | 0.01% | 2023-12-31 |
| 65 | HOLLENCREST CAPITAL MANAGEMENT | 484 | $12.7K | 0.01% | 2023-12-31 |
| 66 | Park Square Financial Group, LLC | 280 | $10.6K | 0.00% | 2025-06-30 |
| 67 | ROTHSCHILD INVESTMENT LLC | 231 | $9.1K | 0.00% | 2025-12-31 |
| 68 | IFP Advisors, Inc | 148 | $5.8K | 0.00% | 2025-12-31 |
| 69 | Coppell Advisory Solutions LLC | 152 | $5.1K | 0.00% | 2024-12-31 |
| 70 | UBS Group AG | 122 | $4.6K | 0.00% | 2025-06-30 |
| 71 | Decker Retirement Planning Inc. | 81 | $3.2K | 0.00% | 2025-09-30 |
| 72 | BANK OF MONTREAL /CAN/ | 109 | $2.8K | 0.00% | 2024-06-30 |
| 73 | Parallel Advisors, LLC | 100 | $2.6K | 0.00% | 2024-03-31 |
| 74 | Noble Wealth Management PBC | 55 | $2.2K | 0.00% | 2025-12-31 |
| 75 | Richard W. Paul & Associates, LLC | 46 | $1.8K | 0.00% | 2025-09-30 |
| 76 | Geneos Wealth Management Inc. | 44 | $1.7K | 0.00% | 2025-12-31 |
| 77 | CWM, LLC | 43,586 | $1.7K | 1.22% | 2025-12-31 |
| 78 | Global Retirement Partners, LLC | 39 | $1.5K | 0.00% | 2025-06-30 |
| 79 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 33 | $1.1K | 0.00% | 2024-09-30 |
| 80 | Lord & Richards Wealth Management, LLC | 29 | $897 | 0.00% | 2025-03-31 |
| 81 | TD Capital Management LLC | 31 | $877 | 0.00% | 2024-03-31 |
| 82 | ASSETMARK, INC | 9 | $353 | 0.00% | 2025-12-31 |
| 83 | Pineridge Advisors LLC | 8 | $318 | 0.00% | 2025-09-30 |
| 84 | Capital A Wealth Management, LLC | 10 | $287 | 0.00% | 2025-09-30 |
| 85 | Farther Finance Advisors, LLC | 3 | $118 | 0.00% | 2025-12-31 |
| 86 | FMR LLC | 2 | $65 | 0.00% | 2024-06-30 |
| 87 | Allworth Financial LP | 1 | $38 | 0.00% | 2025-12-31 |
| 88 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |