CUSIP 82889N533
SIMPLIFY EXCHANGE TRADED FUN
28 institutions · $169.7M total · 8,486,062 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | KIM, LLC | 4,000,000 | $98.0M | 47.13% | 2024-12-31 |
| 2 | Simplify Asset Management Inc. | 3,777,620 | $56.1M | 44.51% | 2025-12-31 |
| 3 | Cavalier Investments, LLC | 229,038 | $5.9M | 2.69% | 2023-12-31 |
| 4 | Financial Enhancement Group LLC | 128,533 | $2.7M | 1.51% | 2025-06-30 |
| 5 | Park Edge Advisors, LLC | 41,099 | $1.0M | 0.48% | 2024-06-30 |
| 6 | Twelve Points Wealth Management LLC | 44,328 | $974.8K | 0.52% | 2025-06-30 |
| 7 | OLD MISSION CAPITAL LLC | 44,071 | $844.7K | 0.51% | 2025-09-30 |
| 8 | Richard P Slaughter Associates Inc | 21,200 | $519.3K | 0.24% | 2024-12-31 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,418 | $451.2K | 0.21% | 2024-12-31 |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 29,807 | $442.4K | 0.35% | 2025-12-31 |
| 11 | NAPA WEALTH MANAGEMENT | 17,194 | $422.9K | 0.20% | 2024-09-30 |
| 12 | Legacy Investment Solutions, LLC | 18,054 | $397.0K | 0.21% | 2025-06-30 |
| 13 | Legacy Wealth Managment, LLC/ID | 17,782 | $263.9K | 0.20% | 2025-12-31 |
| 14 | Altiora Financial Group, LLC | 13,631 | $261.3K | 0.16% | 2025-09-30 |
| 15 | AVANTAX ADVISORY SERVICES, INC. | 10,473 | $256.5K | 0.12% | 2024-12-31 |
| 16 | DRIVE WEALTH MANAGEMENT, LLC | 13,084 | $250.8K | 0.15% | 2025-09-30 |
| 17 | JANE STREET GROUP, LLC | 15,156 | $224.9K | 0.17% | 2025-12-31 |
| 18 | Collaborative Wealth Managment Inc. | 9,185 | $202.0K | 0.10% | 2025-06-30 |
| 19 | JPMORGAN CHASE & CO | 7,454 | $184.2K | 0.08% | 2024-12-31 |
| 20 | Hobbs Group Advisors, LLC | 7,274 | $178.9K | 0.08% | 2024-09-30 |
| 21 | Kestra Advisory Services, LLC | 5,183 | $76.9K | 0.06% | 2025-12-31 |
| 22 | ADVISOR GROUP HOLDINGS, INC. | 1,356 | $20.1K | 0.01% | 2025-12-31 |
| 23 | MORGAN STANLEY | 115 | $1.7K | 0.00% | 2025-12-31 |
| 24 | BANK OF MONTREAL /CAN/ | 45 | $990 | 0.00% | 2025-06-30 |
| 25 | UBS Group AG | 66 | $980 | 0.00% | 2025-12-31 |
| 26 | Matrix Trust Co | 15,518 | $230 | 0.18% | 2025-12-31 |
| 27 | CWM, LLC | 378 | $9 | 0.00% | 2024-12-31 |
| 28 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |