CUSIP 82889N335
SIMPLIFY EXCHANGE TRADED FUN
52 institutions · $123.1M total · 4,703,350 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 950,000 | $24.9M | 20.19% | 2025-12-31 |
| 2 | PRINCIPAL SECURITIES, INC. | 437,425 | $11.4M | 9.30% | 2025-12-31 |
| 3 | AE Wealth Management LLC | 430,886 | $11.3M | 9.16% | 2025-12-31 |
| 4 | Mid-American Wealth Advisory Group, Inc. | 390,670 | $10.2M | 8.30% | 2025-12-31 |
| 5 | Simplify Asset Management Inc. | 273,188 | $7.2M | 5.80% | 2025-09-30 |
| 6 | CreativeOne Wealth, LLC | 266,342 | $7.0M | 5.66% | 2025-12-31 |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 242,637 | $6.3M | 5.15% | 2025-12-31 |
| 8 | Elevated Capital Advisors, LLC | 185,484 | $4.9M | 3.94% | 2025-12-31 |
| 9 | Brookstone Capital Management | 164,675 | $4.3M | 3.50% | 2025-12-31 |
| 10 | POM Investment Strategies, LLC | 131,590 | $3.4M | 2.79% | 2025-12-31 |
| 11 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 97,136 | $2.5M | 2.06% | 2025-12-31 |
| 12 | Strategic Blueprint, LLC | 87,766 | $2.3M | 1.86% | 2025-12-31 |
| 13 | Key Capital Management, INC | 85,351 | $2.2M | 1.81% | 2025-12-31 |
| 14 | Brookwood Investment Group LLC | 70,440 | $1.8M | 1.49% | 2025-12-31 |
| 15 | HOWARD BAILEY SECURITIES, LLC | 68,146 | $1.8M | 1.44% | 2025-12-31 |
| 16 | Beacon Capital Management, LLC | 66,879 | $1.7M | 1.42% | 2025-12-31 |
| 17 | Park Edge Advisors, LLC | 64,679 | $1.7M | 1.37% | 2025-12-31 |
| 18 | Owen LaRue, LLC | 58,969 | $1.5M | 1.25% | 2025-12-31 |
| 19 | B.O.S.S. Retirement Advisors, LLC | 55,809 | $1.5M | 1.18% | 2025-12-31 |
| 20 | Farther Finance Advisors, LLC | 54,863 | $1.4M | 1.16% | 2025-12-31 |
| 21 | Networth Advisors, LLC | 53,573 | $1.4M | 1.13% | 2025-12-31 |
| 22 | FSA Advisors, Inc. | 50,805 | $1.3M | 1.08% | 2025-12-31 |
| 23 | Cetera Investment Advisers | 50,522 | $1.3M | 1.07% | 2025-12-31 |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | 42,484 | $1.1M | 0.90% | 2025-12-31 |
| 25 | Authentikos Wealth Advisory, LLC | 41,432 | $1.1M | 0.88% | 2025-12-31 |
| 26 | CacheTech Inc. | 37,302 | $975.8K | 0.79% | 2025-12-31 |
| 27 | JANE STREET GROUP, LLC | 30,858 | $810.3K | 0.65% | 2025-09-30 |
| 28 | Blackston Financial Advisory Group, LLC | 26,070 | $682.0K | 0.55% | 2025-12-31 |
| 29 | Millington Financial Advisors, LLC | 25,640 | $665.3K | 0.54% | 2025-12-31 |
| 30 | COMPASS CAPITAL CORP /MA/ /ADV | 21,320 | $557.3K | 0.45% | 2025-09-30 |
| 31 | Mosley Wealth Management | 19,042 | $498.9K | 0.40% | 2025-12-31 |
| 32 | EVOLUTION WEALTH MANAGEMENT INC. | 17,405 | $457.1K | 0.37% | 2025-12-31 |
| 33 | Triad Wealth Partners, LLC | 15,376 | $402.2K | 0.32% | 2025-12-31 |
| 34 | Noble Wealth Management PBC | 13,250 | $346.6K | 0.28% | 2025-12-31 |
| 35 | OLD MISSION CAPITAL LLC | 12,682 | $331.8K | 0.26% | 2025-12-31 |
| 36 | Advisory Services Network, LLC | 11,434 | $299.1K | 0.24% | 2025-12-31 |
| 37 | Lloyd Advisory Services, LLC. | 8,971 | $234.7K | 0.19% | 2025-12-31 |
| 38 | Legacy Wealth Managment, LLC/ID | 7,805 | $204.2K | 0.16% | 2025-12-31 |
| 39 | Decker Retirement Planning Inc. | 7,153 | $187.1K | 0.15% | 2025-12-31 |
| 40 | Guerra Advisors Inc | 6,171 | $162.1K | 0.13% | 2025-09-30 |
| 41 | Legacy Investment Solutions, LLC | 5,593 | $146.6K | 0.11% | 2025-06-30 |
| 42 | NBC SECURITIES, INC. | 4,699 | $122.9K | 0.09% | 2025-12-31 |
| 43 | ISLAY CAPITAL MANAGEMENT, LLC | 4,275 | $111.8K | 0.09% | 2025-12-31 |
| 44 | Royal Bank of Canada | 4,000 | $105.0K | 0.08% | 2025-12-31 |
| 45 | Steward Partners Investment Advisory, LLC | 1,450 | $37.9K | 0.03% | 2025-12-31 |
| 46 | Sound Income Strategies, LLC | 957 | $25.2K | 0.02% | 2025-12-31 |
| 47 | Anfield Capital Management, LLC | 44 | $1.2K | 0.00% | 2025-12-31 |
| 48 | SIGNATUREFD, LLC | 41 | $1.1K | 0.00% | 2025-12-31 |
| 49 | OSAIC HOLDINGS, INC. | 32 | $837 | 0.00% | 2025-12-31 |
| 50 | Global Retirement Partners, LLC | 27 | $709 | 0.00% | 2025-09-30 |
| 51 | WELLS FARGO & COMPANY/MN | 2 | $48 | 0.00% | 2025-12-31 |
| 52 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |