CUSIP 82889N376
SIMPLIFY EXCHANGE TRADED FUN
40 institutions · $70.5M total · 1,743,560 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | JANE STREET GROUP, LLC | 694,417 | $25.2M | 39.82% | 2025-12-31 |
| 2 | Trek Financial, LLC | 233,253 | $12.5M | 13.37% | 2025-03-31 |
| 3 | True Wealth Design, LLC | 166,412 | $6.0M | 9.54% | 2025-12-31 |
| 4 | Fluent Financial, LLC | 103,777 | $4.4M | 5.95% | 2025-09-30 |
| 5 | WJ Interests, LLC | 78,538 | $3.8M | 4.50% | 2025-06-30 |
| 6 | HighTower Advisors, LLC | 69,080 | $3.7M | 3.96% | 2025-03-31 |
| 7 | LPL Financial LLC | 45,127 | $2.2M | 2.58% | 2025-06-30 |
| 8 | POM Investment Strategies, LLC | 35,430 | $1.9M | 2.03% | 2025-03-31 |
| 9 | Simplify Asset Management Inc. | 33,000 | $1.4M | 1.89% | 2025-09-30 |
| 10 | Prosperity Wealth Management, Inc. | 26,452 | $1.1M | 1.51% | 2025-09-30 |
| 11 | Mutual Advisors, LLC | 23,594 | $1.0M | 1.35% | 2025-09-30 |
| 12 | PRIVATE CLIENT SERVICES, LLC | 22,888 | $977.5K | 1.31% | 2025-09-30 |
| 13 | HOWARD BAILEY SECURITIES, LLC | 15,833 | $847.1K | 0.90% | 2025-12-31 |
| 14 | INTREPID FAMILY OFFICE LLC | 15,000 | $640.6K | 0.86% | 2025-09-30 |
| 15 | Authentikos Wealth Advisory, LLC | 11,934 | $638.5K | 0.68% | 2025-12-31 |
| 16 | TOWNSQUARE CAPITAL LLC | 10,780 | $576.7K | 0.61% | 2025-03-31 |
| 17 | Whalen Wealth Management Inc. | 9,275 | $496.2K | 0.53% | 2025-03-31 |
| 18 | FSA Advisors, Inc. | 7,626 | $408.0K | 0.43% | 2025-03-31 |
| 19 | Mount Lucas Management LP | 11,000 | $399.2K | 0.63% | 2025-12-31 |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 10,443 | $379.0K | 0.59% | 2025-12-31 |
| 21 | PRINCIPAL SECURITIES, INC. | 10,443 | $379.0K | 0.59% | 2025-12-31 |
| 22 | OLD MISSION CAPITAL LLC | 6,784 | $289.7K | 0.38% | 2025-09-30 |
| 23 | GK Wealth Management LLC | 6,028 | $257.5K | 0.34% | 2025-09-30 |
| 24 | Magnolia Private Wealth, LLC | 4,251 | $206.7K | 0.24% | 2025-06-30 |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,020 | $195.5K | 0.23% | 2025-06-30 |
| 26 | Decker Retirement Planning Inc. | 1,867 | $99.9K | 0.10% | 2025-03-31 |
| 27 | Cove Street Capital, LLC | 2,075 | $88.6K | 0.11% | 2025-09-30 |
| 28 | MONTAG A & ASSOCIATES INC | 1,561 | $66.7K | 0.08% | 2025-09-30 |
| 29 | Transce3nd, LLC | 1,215 | $65.0K | 0.06% | 2025-03-31 |
| 30 | Spectrum Wealth Counsel, LLC | 930 | $49.8K | 0.05% | 2025-03-31 |
| 31 | Steward Partners Investment Advisory, LLC | 1,312 | $47.6K | 0.07% | 2025-12-31 |
| 32 | Beacon Capital Management, LLC | 901 | $43.8K | 0.05% | 2025-06-30 |
| 33 | Park Square Financial Group, LLC | 335 | $17.9K | 0.01% | 2025-03-31 |
| 34 | AE Wealth Management LLC | 468 | $17.0K | 0.02% | 2025-12-31 |
| 35 | UBS Group AG | 221 | $8.0K | 0.01% | 2025-12-31 |
| 36 | BANK OF AMERICA CORP /DE/ | 104 | $5.1K | 0.00% | 2025-06-30 |
| 37 | BARCLAYS PLC | 60,000 | $3.2K | 3.44% | 2025-03-31 |
| 38 | HRT FINANCIAL LP | 10,604 | $567 | 0.60% | 2025-03-31 |
| 39 | COMMONWEALTH EQUITY SERVICES, LLC | 6,582 | $352 | 0.37% | 2025-03-31 |
| 40 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |