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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 82889N368

SIMPLIFY EXCHANGE TRADED FUN

28 institutions · $51.8M total · 1,908,242 shares

#ManagerSharesValue% of TotalPeriod
1AE Wealth Management LLC401,132$10.9M21.02%2025-12-31
2Simplify Asset Management Inc.337,443$9.3M17.68%2025-09-30
3BNP PARIBAS ARBITRAGE, SNC250,000$6.8M13.10%2025-12-31
4POM Investment Strategies, LLC120,170$3.3M6.29%2025-12-31
5CITIGROUP INC97,600$2.7M5.11%2025-12-31
6Key Capital Management, INC80,274$2.2M4.20%2025-12-31
7Park Edge Advisors, LLC77,812$2.1M4.07%2025-12-31
8HOWARD BAILEY SECURITIES, LLC63,971$1.7M3.35%2025-12-31
9Beacon Capital Management, LLC60,062$1.6M3.14%2025-12-31
10BANK OF AMERICA CORP /DE/51,000$1.4M2.67%2025-12-31
11B.O.S.S. Retirement Advisors, LLC51,194$1.4M2.68%2025-12-31
12FSA Advisors, Inc.48,479$1.3M2.54%2025-12-31
13CreativeOne Wealth, LLC47,800$1.3M2.50%2025-12-31
14Authentikos Wealth Advisory, LLC39,316$1.1M2.06%2025-12-31
15Pekin Hardy Strauss, Inc.39,140$1.1M2.05%2025-12-31
16Encompass More Asset Management26,768$728.3K1.40%2025-12-31
17Blackston Financial Advisory Group, LLC24,632$670.2K1.29%2025-12-31
18JANE STREET GROUP, LLC20,693$560.2K1.08%2025-03-31
19CLG LLC20,580$557.1K1.07%2025-03-31
20Networth Advisors, LLC17,341$471.8K0.90%2025-12-31
21Lloyd Advisory Services, LLC.8,492$231.1K0.44%2025-12-31
22KESTRA PRIVATE WEALTH SERVICES, LLC7,645$208.0K0.40%2025-12-31
23Decker Retirement Planning Inc.6,937$188.8K0.36%2025-12-31
24Sound Income Strategies, LLC926$25.6K0.04%2025-12-31
25PRINCIPAL SECURITIES, INC.275$7.6K0.01%2025-09-30
26UBS Group AG270$7.3K0.01%2025-03-31
27CWM, LLC8,290$2260.43%2025-12-31
28CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30