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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 82889N301

SIMPLIFY EXCHANGE TRADED FUN

41 institutions · $105.7M total · 2,306,398 shares

#ManagerSharesValue% of TotalPeriod
1Simplify Asset Management Inc.1,634,812$76.2M70.88%2025-12-31
2COMMONWEALTH EQUITY SERVICES, LLC227,107$10.6M9.84%2025-12-31
3Hilltop Holdings Inc.97,229$4.9M4.21%2025-09-30
4AE Wealth Management LLC92,883$4.3M4.02%2025-12-31
5Encompass More Asset Management49,369$1.9M2.14%2025-03-31
6Lloyd Advisory Services, LLC.34,276$1.6M1.48%2025-12-31
7WOLVERINE TRADING, LLC19,028$767.0K0.82%2024-06-30
8CITADEL ADVISORS LLC15,425$689.7K0.66%2025-06-30
9TOWNSQUARE CAPITAL LLC20,392$593.9K0.88%2023-12-31
10OLD MISSION CAPITAL LLC10,847$505.4K0.47%2025-12-31
11HOWARD BAILEY SECURITIES, LLC10,837$484.5K0.46%2025-12-31
12B.O.S.S. Retirement Advisors, LLC10,276$478.8K0.44%2025-12-31
13GOLDMAN SACHS GROUP INC10,701$451.1K0.46%2024-09-30
14GTS SECURITIES LLC14,264$437.8K0.61%2023-09-30
15Prospera Financial Services Inc10,505$305.9K0.45%2023-12-31
16MML INVESTORS SERVICES, LLC5,736$267.3K0.24%2025-12-31
17Great Lakes Retirement, Inc.5,379$250.6K0.23%2025-12-31
18LifeWealth Investments, LLC5,385$240.8K0.23%2025-12-31
19JBR Co Financial Management Inc6,000$228.9K0.26%2025-03-31
20BANK OF AMERICA CORP /DE/3,228$162.0K0.13%2025-12-31
21Kestra Advisory Services, LLC1,855$86.4K0.08%2025-12-31
22Kingdom Financial Group LLC.1,835$85.5K0.07%2025-12-31
23ADVISOR GROUP HOLDINGS, INC.1,251$58.3K0.05%2025-12-31
24PRINCIPAL SECURITIES, INC.500$25.1K0.02%2025-09-30
25Quest 10 Wealth Builders, Inc.428$19.9K0.01%2025-12-31
26Networth Advisors, LLC391$18.2K0.01%2025-12-31
27Transce3nd, LLC393$17.6K0.01%2025-06-30
28Park Square Financial Group, LLC248$11.1K0.01%2025-06-30
29RAYMOND JAMES FINANCIAL INC200$8.9K0.00%2025-06-30
30UBS Group AG129$6.5K0.00%2025-09-30
31IFP Advisors, Inc168$4.9K0.00%2023-12-31
32Decker Retirement Planning Inc.68$3.0K0.00%2025-06-30
33Richard W. Paul & Associates, LLC19$8510.00%2025-06-30
34Noble Wealth Management PBC18$8390.00%2025-12-31
35Cambridge Investment Research Advisors, Inc.8,813$3450.38%2024-03-31
36Pineridge Advisors LLC6$2690.00%2025-06-30
37Betterment LLC6,388$2500.27%2024-03-31
38Luken Investment Analytics, LLC7$1840.00%2023-03-31
39MORGAN STANLEY1$700.00%2025-09-30
40FMR LLC1$290.00%2023-12-31
41CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30