CUSIP 82889N368
SIMPLIFY EXCHANGE TRADED FUN
28 institutions · $51.8M total · 1,908,242 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 401,132 | $10.9M | 21.02% | 2025-12-31 |
| 2 | Simplify Asset Management Inc. | 337,443 | $9.3M | 17.68% | 2025-09-30 |
| 3 | BNP PARIBAS FINANCIAL MARKETS | 250,000 | $6.8M | 13.10% | 2025-12-31 |
| 4 | POM Investment Strategies, LLC | 120,170 | $3.3M | 6.29% | 2025-12-31 |
| 5 | CITIGROUP INC | 97,600 | $2.7M | 5.11% | 2025-12-31 |
| 6 | Key Capital Management, INC | 80,274 | $2.2M | 4.20% | 2025-12-31 |
| 7 | Park Edge Advisors, LLC | 77,812 | $2.1M | 4.07% | 2025-12-31 |
| 8 | HOWARD BAILEY SECURITIES, LLC | 63,971 | $1.7M | 3.35% | 2025-12-31 |
| 9 | Beacon Capital Management, LLC | 60,062 | $1.6M | 3.14% | 2025-12-31 |
| 10 | BANK OF AMERICA CORP /DE/ | 51,000 | $1.4M | 2.67% | 2025-12-31 |
| 11 | B.O.S.S. Retirement Advisors, LLC | 51,194 | $1.4M | 2.68% | 2025-12-31 |
| 12 | FSA Advisors, Inc. | 48,479 | $1.3M | 2.54% | 2025-12-31 |
| 13 | CreativeOne Wealth, LLC | 47,800 | $1.3M | 2.50% | 2025-12-31 |
| 14 | Authentikos Wealth Advisory, LLC | 39,316 | $1.1M | 2.06% | 2025-12-31 |
| 15 | Pekin Hardy Strauss, Inc. | 39,140 | $1.1M | 2.05% | 2025-12-31 |
| 16 | Encompass More Asset Management | 26,768 | $728.3K | 1.40% | 2025-12-31 |
| 17 | Blackston Financial Advisory Group, LLC | 24,632 | $670.2K | 1.29% | 2025-12-31 |
| 18 | JANE STREET GROUP, LLC | 20,693 | $560.2K | 1.08% | 2025-03-31 |
| 19 | CLG LLC | 20,580 | $557.1K | 1.07% | 2025-03-31 |
| 20 | Networth Advisors, LLC | 17,341 | $471.8K | 0.90% | 2025-12-31 |
| 21 | Lloyd Advisory Services, LLC. | 8,492 | $231.1K | 0.44% | 2025-12-31 |
| 22 | KESTRA PRIVATE WEALTH SERVICES, LLC | 7,645 | $208.0K | 0.40% | 2025-12-31 |
| 23 | Decker Retirement Planning Inc. | 6,937 | $188.8K | 0.36% | 2025-12-31 |
| 24 | Sound Income Strategies, LLC | 926 | $25.6K | 0.04% | 2025-12-31 |
| 25 | PRINCIPAL SECURITIES, INC. | 275 | $7.6K | 0.01% | 2025-09-30 |
| 26 | UBS Group AG | 270 | $7.3K | 0.01% | 2025-03-31 |
| 27 | CWM, LLC | 8,290 | $226 | 0.43% | 2025-12-31 |
| 28 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |