CUSIP 82889N525
SIMPLIFY EXCHANGE TRADED FUN
179 institutions · $1.06B total · 21,454,431 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 2,271,430 | $114.5M | 10.58% | 2025-12-31 |
| 2 | MML INVESTORS SERVICES, LLC | 1,755,656 | $88.5M | 8.18% | 2025-12-31 |
| 3 | WELLS FARGO & COMPANY/MN | 1,365,263 | $68.8M | 6.36% | 2025-12-31 |
| 4 | EVERGREEN CAPITAL MANAGEMENT LLC | 1,068,299 | $53.9M | 4.97% | 2025-12-31 |
| 5 | Edge Wealth Management LLC | 1,000,038 | $50.4M | 4.66% | 2025-12-31 |
| 6 | Hilton Capital Management, LLC | 841,350 | $42.4M | 3.92% | 2025-12-31 |
| 7 | Watchman Group, Inc. | 831,220 | $41.9M | 3.87% | 2025-12-31 |
| 8 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 592,009 | $29.8M | 2.75% | 2025-09-30 |
| 9 | CreativeOne Wealth, LLC | 563,443 | $28.4M | 2.62% | 2025-12-31 |
| 10 | LPL Financial LLC | 561,544 | $28.3M | 2.61% | 2025-12-31 |
| 11 | Proficio Capital Partners LLC | 551,255 | $27.8M | 2.56% | 2025-12-31 |
| 12 | Tortoise Investment Management, LLC | 470,695 | $23.7M | 2.19% | 2025-12-31 |
| 13 | Aprio Wealth Management, LLC | 447,371 | $22.6M | 2.08% | 2025-12-31 |
| 14 | Convergence Financial, LLC | 392,856 | $19.8M | 1.83% | 2025-12-31 |
| 15 | PEAK FINANCIAL ADVISORS LLC | 374,576 | $18.9M | 1.74% | 2025-12-31 |
| 16 | CI INVESTMENTS INC. | 359,459 | $18.1M | 1.67% | 2025-12-31 |
| 17 | Pekin Hardy Strauss, Inc. | 358,640 | $18.1M | 1.67% | 2025-12-31 |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 351,358 | $17.7M | 1.63% | 2025-12-31 |
| 19 | Morling Financial Advisors, LLC | 338,739 | $17.1M | 1.57% | 2025-12-31 |
| 20 | HUTCHINSON CAPITAL MANAGEMENT/CA | 335,866 | $16.9M | 1.56% | 2025-12-31 |
| 21 | Tidal Investments LLC | 291,641 | $14.7M | 1.35% | 2025-12-31 |
| 22 | Horizon Investments, LLC | 282,872 | $14.2M | 1.31% | 2025-12-31 |
| 23 | BAR HARBOR WEALTH MANAGEMENT | 273,170 | $13.8M | 1.27% | 2025-12-31 |
| 24 | L2 Asset Management, LLC | 272,554 | $13.7M | 1.27% | 2025-12-31 |
| 25 | Bank of New York Mellon Corp | 257,443 | $13.0M | 1.19% | 2025-12-31 |
| 26 | True Wealth Design, LLC | 250,465 | $12.6M | 1.16% | 2025-12-31 |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 218,029 | $11.0M | 1.01% | 2025-12-31 |
| 28 | Royal Bank of Canada | 216,601 | $10.9M | 1.00% | 2025-12-31 |
| 29 | Ethos Financial Group, LLC | 190,293 | $9.6M | 0.88% | 2025-12-31 |
| 30 | COMPASS CAPITAL CORP /MA/ /ADV | 165,590 | $8.4M | 0.77% | 2025-12-31 |
| 31 | Calamos Advisors LLC | 156,265 | $7.9M | 0.72% | 2025-12-31 |
| 32 | Sanctuary Advisors, LLC | 153,478 | $7.7M | 0.71% | 2025-12-31 |
| 33 | NWAM LLC | 151,988 | $7.6M | 0.70% | 2025-12-31 |
| 34 | Heck Capital Advisors, LLC | 148,696 | $7.5M | 0.69% | 2025-12-31 |
| 35 | FIRST AMERICAN TRUST, FSB | 140,939 | $7.1M | 0.65% | 2025-12-31 |
| 36 | Family Management Corp | 134,569 | $6.8M | 0.62% | 2025-12-31 |
| 37 | BANK OF MONTREAL /CAN/ | 129,147 | $6.5M | 0.60% | 2025-12-31 |
| 38 | ABBINGTON INVESTMENT GROUP | 127,381 | $6.4M | 0.59% | 2025-12-31 |
| 39 | Priebe Wealth Holdings LLC | 123,100 | $6.2M | 0.57% | 2025-06-30 |
| 40 | WealthPlan Investment Management, LLC | 116,419 | $5.9M | 0.54% | 2025-12-31 |
| 41 | JPMORGAN CHASE & CO | 107,534 | $5.4M | 0.50% | 2025-12-31 |
| 42 | Private Advisor Group, LLC | 104,174 | $5.3M | 0.48% | 2025-12-31 |
| 43 | Seneca House Advisors | 101,312 | $5.1M | 0.47% | 2025-12-31 |
| 44 | LEUTHOLD GROUP, LLC | 99,986 | $5.0M | 0.46% | 2025-06-30 |
| 45 | Envestnet Portfolio Solutions, Inc. | 89,502 | $4.5M | 0.41% | 2025-12-31 |
| 46 | Breakwater Capital Group | 85,919 | $4.3M | 0.40% | 2025-12-31 |
| 47 | TRUIST FINANCIAL CORP | 82,548 | $4.2M | 0.38% | 2025-12-31 |
| 48 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 72,531 | $3.7M | 0.33% | 2025-12-31 |
| 49 | Narwhal Capital Management | 72,068 | $3.6M | 0.33% | 2025-12-31 |
| 50 | Andina Capital Management, LLC | 68,586 | $3.5M | 0.31% | 2025-12-31 |
| 51 | Orion Porfolio Solutions, LLC | 55,650 | $2.8M | 0.25% | 2025-12-31 |
| 52 | Anchor Investment Management, LLC | 52,162 | $2.6M | 0.24% | 2025-12-31 |
| 53 | Park Edge Advisors, LLC | 51,863 | $2.6M | 0.24% | 2025-12-31 |
| 54 | Triad Investment Management | 51,809 | $2.6M | 0.24% | 2025-12-31 |
| 55 | FIRST MANHATTAN CO. LLC. | 50,000 | $2.5M | 0.23% | 2025-12-31 |
| 56 | PRIVATE CLIENT SERVICES, LLC | 49,075 | $2.5M | 0.22% | 2025-12-31 |
| 57 | FIRST NATIONAL BANK SIOUX FALLS | 46,957 | $2.4M | 0.21% | 2025-12-31 |
| 58 | Advisory Services Network, LLC | 46,103 | $2.3M | 0.21% | 2025-12-31 |
| 59 | Continuum Advisory, LLC | 44,510 | $2.2M | 0.20% | 2025-12-31 |
| 60 | CITADEL ADVISORS LLC | 43,660 | $2.2M | 0.20% | 2025-12-31 |
| 61 | Beckerman Institutional, LLC | 43,629 | $2.2M | 0.20% | 2025-12-31 |
| 62 | Northern Financial Advisors Inc | 41,863 | $2.1M | 0.19% | 2025-09-30 |
| 63 | Patten Group, Inc. | 39,536 | $2.0M | 0.18% | 2025-12-31 |
| 64 | KESTRA PRIVATE WEALTH SERVICES, LLC | 36,038 | $1.8M | 0.16% | 2025-12-31 |
| 65 | BENJAMIN EDWARDS INC | 33,422 | $1.7M | 0.15% | 2025-12-31 |
| 66 | Ameritas Advisory Services, LLC | 32,350 | $1.6M | 0.15% | 2025-09-30 |
| 67 | Citizens National Bank Trust Department | 31,749 | $1.6M | 0.14% | 2025-12-31 |
| 68 | MORGAN STANLEY | 31,362 | $1.6M | 0.14% | 2025-12-31 |
| 69 | HARMONY ASSET MANAGEMENT LLC | 27,800 | $1.4M | 0.12% | 2025-12-31 |
| 70 | HighTower Advisors, LLC | 25,759 | $1.3M | 0.12% | 2025-12-31 |
| 71 | &PARTNERS | 24,149 | $1.2M | 0.11% | 2025-12-31 |
| 72 | Longview Financial Advisors, Inc. | 24,063 | $1.2M | 0.11% | 2025-12-31 |
| 73 | Nautilus Advisors LLC | 23,187 | $1.2M | 0.10% | 2025-12-31 |
| 74 | SMITH, MOORE & CO. | 22,555 | $1.1M | 0.10% | 2025-12-31 |
| 75 | Sequoia Financial Advisors, LLC | 22,391 | $1.1M | 0.10% | 2025-12-31 |
| 76 | Crumly & Associates Inc. | 21,550 | $1.1M | 0.10% | 2025-12-31 |
| 77 | Alpine Bank Wealth Management | 21,414 | $1.1M | 0.09% | 2025-09-30 |
| 78 | Knights of Columbus Asset Advisors LLC | 19,463 | $981.1K | 0.09% | 2025-12-31 |
| 79 | Legacy Wealth Advisors, LLC | 19,158 | $965.8K | 0.08% | 2025-12-31 |
| 80 | Cambridge Advisors Inc. | 19,143 | $965.0K | 0.08% | 2025-12-31 |
| 81 | GK Wealth Management LLC | 18,992 | $957.4K | 0.08% | 2025-12-31 |
| 82 | OSAIC HOLDINGS, INC. | 18,746 | $945.2K | 0.08% | 2025-12-31 |
| 83 | SCHRODER INVESTMENT MANAGEMENT GROUP | 18,651 | $940.6K | 0.08% | 2025-12-31 |
| 84 | Venturi Wealth Management, LLC | 15,328 | $772.6K | 0.07% | 2025-12-31 |
| 85 | Cove Street Capital, LLC | 15,205 | $765.6K | 0.07% | 2025-09-30 |
| 86 | Fort Sheridan Advisors LLC | 15,157 | $764.1K | 0.07% | 2025-12-31 |
| 87 | BOS Asset Management, LLC | 14,730 | $742.5K | 0.06% | 2025-12-31 |
| 88 | PRINCIPAL SECURITIES, INC. | 14,485 | $730.2K | 0.06% | 2025-12-31 |
| 89 | Tranquilli Financial Advisor LLC | 13,636 | $687.4K | 0.06% | 2025-12-31 |
| 90 | Maridea Wealth Management LLC | 13,373 | $674.1K | 0.06% | 2025-12-31 |
| 91 | STEINBERGANNA WEALTH MANAGEMENT | 12,601 | $635.2K | 0.05% | 2025-12-31 |
| 92 | JANE STREET GROUP, LLC | 11,755 | $592.6K | 0.05% | 2025-12-31 |
| 93 | WHITEBOX ADVISORS LLC | 11,306 | $566.3K | 0.05% | 2025-06-30 |
| 94 | GOLDMAN SACHS GROUP INC | 10,942 | $548.1K | 0.05% | 2025-06-30 |
| 95 | PFG Investments, LLC | 10,521 | $530.4K | 0.04% | 2025-12-31 |
| 96 | Focus Partners Wealth | 10,401 | $524.3K | 0.04% | 2025-12-31 |
| 97 | STRATEGY ASSET MANAGERS LLC | 10,377 | $523.1K | 0.04% | 2025-12-31 |
| 98 | NewEdge Advisors, LLC | 10,260 | $517.2K | 0.04% | 2025-12-31 |
| 99 | CIBC WORLD MARKET INC. | 9,987 | $503.4K | 0.04% | 2025-12-31 |
| 100 | Kovitz Investment Group Partners, LLC | 9,980 | $502.5K | 0.04% | 2025-09-30 |
| 101 | Mill Creek Capital Advisors, LLC | 9,838 | $495.9K | 0.04% | 2025-12-31 |
| 102 | WealthPLAN Partners, LLC | 9,779 | $493.0K | 0.04% | 2025-12-31 |
| 103 | GFS Advisors, LLC | 9,460 | $476.9K | 0.04% | 2025-12-31 |
| 104 | Advocacy Wealth Management Services, LLC | 8,322 | $419.5K | 0.03% | 2025-12-31 |
| 105 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 8,090 | $407.8K | 0.03% | 2025-12-31 |
| 106 | HBK Sorce Advisory LLC | 8,084 | $407.7K | 0.03% | 2025-12-31 |
| 107 | KINGSWOOD WEALTH ADVISORS, LLC | 8,038 | $405.2K | 0.03% | 2025-12-31 |
| 108 | MONTAG & CALDWELL, LLC | 7,611 | $381.2K | 0.03% | 2025-06-30 |
| 109 | Steward Partners Investment Advisory, LLC | 7,266 | $366.3K | 0.03% | 2025-12-31 |
| 110 | Atlas Brown,Inc. | 6,950 | $350.4K | 0.03% | 2025-12-31 |
| 111 | Ironsides Asset Advisors, LLC | 6,898 | $347.7K | 0.03% | 2025-12-31 |
| 112 | Hegarty Advisors, LLC | 6,872 | $346.4K | 0.03% | 2025-12-31 |
| 113 | STEPHENS INC /AR/ | 6,880 | $346.4K | 0.03% | 2025-09-30 |
| 114 | BAM Wealth Management, LLC | 6,720 | $338.8K | 0.03% | 2025-12-31 |
| 115 | FIRST CITIZENS BANK & TRUST CO | 6,707 | $337.7K | 0.03% | 2025-09-30 |
| 116 | MGO ONE SEVEN LLC | 6,665 | $336.0K | 0.03% | 2025-12-31 |
| 117 | Stark Wealth Management LLC | 6,724 | $334.1K | 0.03% | 2025-12-31 |
| 118 | Straight Path Wealth Management | 6,440 | $324.6K | 0.03% | 2025-12-31 |
| 119 | Lido Advisors, LLC | 6,372 | $320.9K | 0.02% | 2025-12-31 |
| 120 | Magnolia Private Wealth, LLC | 6,226 | $313.9K | 0.02% | 2025-12-31 |
| 121 | Revisor Wealth Management LLC | 5,846 | $295.1K | 0.02% | 2025-12-31 |
| 122 | SFI Advisors, LLC | 5,754 | $290.1K | 0.02% | 2025-12-31 |
| 123 | ENDEAVOR PRIVATE WEALTH, INC. | 5,740 | $287.5K | 0.02% | 2025-06-30 |
| 124 | Brookstone Capital Management | 5,530 | $278.4K | 0.02% | 2025-09-30 |
| 125 | FOUNDERS FINANCIAL SECURITIES LLC | 5,462 | $275.3K | 0.02% | 2025-12-31 |
| 126 | Wedmont Private Capital | 5,349 | $270.1K | 0.02% | 2025-12-31 |
| 127 | Seelaus Asset Management LLC | 5,322 | $268.3K | 0.02% | 2025-12-31 |
| 128 | Sharp Financial Services, LLC | 5,200 | $262.1K | 0.02% | 2025-12-31 |
| 129 | Vigilare Wealth Management | 5,056 | $254.9K | 0.02% | 2025-12-31 |
| 130 | Meridian Wealth Management, LLC | 5,021 | $253.1K | 0.02% | 2025-12-31 |
| 131 | Mosley Wealth Management | 5,006 | $252.6K | 0.02% | 2025-12-31 |
| 132 | Vawter Financial, Ltd. | 4,975 | $250.8K | 0.02% | 2025-12-31 |
| 133 | WHITTIER TRUST CO | 4,947 | $249.7K | 0.02% | 2025-12-31 |
| 134 | Cetera Investment Advisers | 4,805 | $242.2K | 0.02% | 2025-12-31 |
| 135 | BANK OF AMERICA CORP /DE/ | 4,682 | $236.0K | 0.02% | 2025-12-31 |
| 136 | Independent Advisor Alliance | 4,340 | $218.8K | 0.02% | 2025-12-31 |
| 137 | Magnus Financial Group LLC | 4,257 | $213.2K | 0.01% | 2025-06-30 |
| 138 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4,000 | $201.6K | 0.01% | 2025-12-31 |
| 139 | OneAscent Family Office, LLC | 3,998 | $201.5K | 0.01% | 2025-12-31 |
| 140 | EVOLVE PRIVATE WEALTH, LLC | 3,993 | $201.3K | 0.01% | 2025-12-31 |
| 141 | MERCER GLOBAL ADVISORS INC /ADV | 4,012 | $201.0K | 0.01% | 2025-06-30 |
| 142 | COMERICA BANK | 3,983 | $200.8K | 0.01% | 2025-12-31 |
| 143 | Rockefeller Capital Management L.P. | 3,750 | $189.0K | 0.01% | 2025-12-31 |
| 144 | CREATIVE FINANCIAL DESIGNS INC /ADV | 3,365 | $169.6K | 0.01% | 2025-12-31 |
| 145 | Arax Advisory Partners | 3,052 | $153.8K | 0.01% | 2025-12-31 |
| 146 | Strive Financial Group ,LLC | 2,769 | $139.6K | 0.01% | 2025-12-31 |
| 147 | HARBOUR INVESTMENTS, INC. | 2,580 | $130.1K | 0.01% | 2025-12-31 |
| 148 | AE Wealth Management LLC | 1,799 | $90.7K | 0.00% | 2025-12-31 |
| 149 | Farther Finance Advisors, LLC | 1,789 | $90.2K | 0.00% | 2025-12-31 |
| 150 | Global Retirement Partners, LLC | 1,614 | $81.4K | 0.00% | 2025-12-31 |
| 151 | J.W. COLE ADVISORS, INC. | 58,910 | $75.6K | 0.27% | 2025-12-31 |
| 152 | Kestra Advisory Services, LLC | 1,403 | $70.7K | 0.00% | 2025-12-31 |
| 153 | RAYMOND JAMES FINANCIAL INC | 1,290 | $64.6K | 0.00% | 2025-06-30 |
| 154 | HUNTINGTON NATIONAL BANK | 1,078 | $54.0K | 0.00% | 2025-06-30 |
| 155 | Tradewinds Capital Management, LLC | 1,000 | $50.4K | 0.00% | 2025-12-31 |
| 156 | WEBSTER BANK, N. A. | 1,000 | $50.4K | 0.00% | 2025-12-31 |
| 157 | Colonial Trust Co / SC | 1,000 | $50.4K | 0.00% | 2025-12-31 |
| 158 | BOKF, NA | 745 | $37.6K | 0.00% | 2025-12-31 |
| 159 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 274 | $37.4K | 0.00% | 2025-12-31 |
| 160 | US BANCORP \DE\ | 658 | $33.2K | 0.00% | 2025-12-31 |
| 161 | Investors Research Corp | 446 | $22.5K | 0.00% | 2025-12-31 |
| 162 | ORG Wealth Partners, LLC | 285 | $14.4K | 0.00% | 2025-12-31 |
| 163 | AdvisorNet Financial, Inc | 284 | $14.3K | 0.00% | 2025-12-31 |
| 164 | PNC Financial Services Group, Inc. | 284 | $14.3K | 0.00% | 2025-12-31 |
| 165 | CIBC Private Wealth Group LLC | 192 | $9.7K | 0.00% | 2025-09-30 |
| 166 | Janney Montgomery Scott LLC | 188,885 | $9.5K | 0.88% | 2025-12-31 |
| 167 | IFP Advisors, Inc | 167 | $8.4K | 0.00% | 2025-12-31 |
| 168 | ASSETMARK, INC | 160 | $8.1K | 0.00% | 2025-12-31 |
| 169 | SIGNATUREFD, LLC | 101 | $5.1K | 0.00% | 2025-12-31 |
| 170 | BNP PARIBAS FINANCIAL MARKETS | 85 | $4.3K | 0.00% | 2025-09-30 |
| 171 | WEDBUSH SECURITIES INC | 65,183 | $3.3K | 0.30% | 2025-12-31 |
| 172 | Hughes Financial Services, LLC | 65 | $3.3K | 0.00% | 2025-09-30 |
| 173 | Archer Investment Corp | 22 | $1.1K | 0.00% | 2025-09-30 |
| 174 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 21 | $1.1K | 0.00% | 2025-12-31 |
| 175 | FMR LLC | 18 | $906 | 0.00% | 2025-09-30 |
| 176 | FLOW TRADERS U.S. LLC | 17,942 | $904 | 0.08% | 2025-12-31 |
| 177 | Smartleaf Asset Management LLC | 12 | $605 | 0.00% | 2025-12-31 |
| 178 | IFC & Insurance Marketing, Inc. | 199 | $10 | 0.00% | 2025-12-31 |
| 179 | CWM, LLC | 114 | $6 | 0.00% | 2025-12-31 |