CUSIP 82889N350
SIMPLIFY EXCHANGE TRADED FUN
20 institutions · $33.1M total · 1,303,873 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 624,406 | $15.8M | 47.88% | 2025-12-31 |
| 2 | CreativeOne Wealth, LLC | 208,639 | $5.3M | 16.00% | 2025-12-31 |
| 3 | Owen LaRue, LLC | 133,809 | $3.4M | 10.26% | 2025-12-31 |
| 4 | PRINCIPAL SECURITIES, INC. | 79,106 | $2.0M | 6.06% | 2025-12-31 |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 72,567 | $1.8M | 5.56% | 2025-12-31 |
| 6 | OLD MISSION CAPITAL LLC | 46,948 | $1.2M | 3.60% | 2025-12-31 |
| 7 | Brookwood Investment Group LLC | 42,911 | $1.1M | 3.29% | 2025-12-31 |
| 8 | Claris Financial LLC | 35,404 | $898.2K | 2.71% | 2025-12-31 |
| 9 | Millington Financial Advisors, LLC | 26,420 | $664.5K | 2.02% | 2025-12-31 |
| 10 | Mid-American Wealth Advisory Group, Inc. | 15,612 | $415.4K | 1.19% | 2025-09-30 |
| 11 | JANE STREET GROUP, LLC | 8,629 | $218.9K | 0.66% | 2025-12-31 |
| 12 | ISLAY CAPITAL MANAGEMENT, LLC | 4,275 | $108.5K | 0.32% | 2025-12-31 |
| 13 | NBC SECURITIES, INC. | 1,998 | $50.7K | 0.15% | 2025-12-31 |
| 14 | EVOLUTION WEALTH MANAGEMENT INC. | 1,452 | $38.6K | 0.11% | 2025-12-31 |
| 15 | ADVISOR GROUP HOLDINGS, INC. | 923 | $24.6K | 0.07% | 2025-09-30 |
| 16 | Clearstead Advisors, LLC | 535 | $13.6K | 0.04% | 2025-12-31 |
| 17 | Farther Finance Advisors, LLC | 195 | $4.9K | 0.01% | 2025-12-31 |
| 18 | Anfield Capital Management, LLC | 44 | $1.1K | 0.00% | 2025-12-31 |
| 19 | WELLS FARGO & COMPANY/MN | 0 | $6 | 0.00% | 2025-12-31 |
| 20 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |