CUSIP 82889N558
SIMPLIFY EXCHANGE TRADED FUN
41 institutions · $128.1M total · 5,347,501 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | TMD Wealth Management, LLC | 1,920,361 | $47.5M | 35.91% | 2024-06-30 |
| 2 | Kovitz Investment Group Partners, LLC | 872,251 | $20.6M | 16.31% | 2025-09-30 |
| 3 | Ascension Capital Advisors, Inc. | 635,914 | $14.8M | 11.89% | 2025-12-31 |
| 4 | Continuum Advisory, LLC | 386,244 | $9.0M | 7.22% | 2025-12-31 |
| 5 | Focus Partners Wealth | 276,354 | $6.4M | 5.16% | 2025-12-31 |
| 6 | Rockefeller Capital Management L.P. | 245,186 | $6.2M | 4.58% | 2024-03-31 |
| 7 | Mid-American Wealth Advisory Group, Inc. | 201,104 | $4.7M | 3.76% | 2025-12-31 |
| 8 | Authentikos Wealth Advisory, LLC | 195,072 | $4.6M | 3.64% | 2025-12-31 |
| 9 | Wealthcare Advisory Partners LLC | 128,507 | $3.0M | 2.40% | 2025-09-30 |
| 10 | GOLDMAN SACHS GROUP INC | 96,526 | $2.4M | 1.80% | 2024-06-30 |
| 11 | JPMORGAN CHASE & CO | 62,812 | $1.5M | 1.17% | 2025-09-30 |
| 12 | AE Wealth Management LLC | 50,788 | $1.2M | 0.94% | 2025-12-31 |
| 13 | Cresset Asset Management, LLC | 30,852 | $730.0K | 0.57% | 2025-09-30 |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,707 | $692.5K | 0.55% | 2025-12-31 |
| 15 | Stratos Wealth Advisors, LLC | 27,240 | $650.9K | 0.50% | 2025-06-30 |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 27,390 | $638.5K | 0.51% | 2025-12-31 |
| 17 | PRINCIPAL SECURITIES, INC. | 23,703 | $552.5K | 0.44% | 2025-12-31 |
| 18 | Sunbelt Securities, Inc. | 21,871 | $509.8K | 0.40% | 2025-12-31 |
| 19 | NAPA WEALTH MANAGEMENT | 20,915 | $494.8K | 0.39% | 2025-09-30 |
| 20 | JANE STREET GROUP, LLC | 17,381 | $405.2K | 0.32% | 2025-12-31 |
| 21 | Great Lakes Retirement, Inc. | 13,204 | $307.8K | 0.24% | 2025-12-31 |
| 22 | CITADEL ADVISORS LLC | 12,977 | $307.0K | 0.24% | 2025-09-30 |
| 23 | 3EDGE Asset Management, LP | 9,220 | $218.1K | 0.17% | 2025-09-30 |
| 24 | Trajan Wealth LLC | 9,168 | $213.7K | 0.17% | 2025-12-31 |
| 25 | Lloyd Advisory Services, LLC. | 6,044 | $140.9K | 0.11% | 2025-12-31 |
| 26 | ADVISOR GROUP HOLDINGS, INC. | 2,996 | $69.9K | 0.05% | 2025-12-31 |
| 27 | Kingdom Financial Group LLC. | 2,387 | $55.6K | 0.04% | 2025-12-31 |
| 28 | Steward Partners Investment Advisory, LLC | 1,558 | $36.3K | 0.02% | 2025-12-31 |
| 29 | Fortitude Family Office, LLC | 611 | $15.6K | 0.01% | 2025-03-31 |
| 30 | Lord & Richards Wealth Management, LLC | 573 | $14.6K | 0.01% | 2025-03-31 |
| 31 | UBS Group AG | 300 | $7.0K | 0.00% | 2025-12-31 |
| 32 | Networth Advisors, LLC | 268 | $6.2K | 0.00% | 2025-12-31 |
| 33 | Park Square Financial Group, LLC | 237 | $5.7K | 0.00% | 2025-06-30 |
| 34 | Geneos Wealth Management Inc. | 129 | $3.0K | 0.00% | 2025-12-31 |
| 35 | Quest 10 Wealth Builders, Inc. | 113 | $2.6K | 0.00% | 2025-12-31 |
| 36 | EVOLUTION WEALTH MANAGEMENT INC. | 98 | $2.3K | 0.00% | 2025-12-31 |
| 37 | Transce3nd, LLC | 78 | $1.9K | 0.00% | 2025-06-30 |
| 38 | FLOW TRADERS U.S. LLC | 16,333 | $386 | 0.30% | 2025-09-30 |
| 39 | Capital A Wealth Management, LLC | 8 | $204 | 0.00% | 2025-03-31 |
| 40 | CWM, LLC | 1,021 | $24 | 0.01% | 2025-06-30 |
| 41 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |