CUSIP 82889N566
SIMPLIFY EXCHANGE TRADED FUN
47 institutions · $40.4M total · 1,439,624 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Longview Financial Advisors, Inc. | 217,440 | $6.4M | 15.10% | 2025-12-31 |
| 2 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 162,454 | $4.6M | 11.28% | 2025-06-30 |
| 3 | Bison Wealth, LLC | 148,356 | $4.2M | 10.30% | 2025-03-31 |
| 4 | AE Wealth Management LLC | 127,764 | $3.8M | 8.87% | 2025-12-31 |
| 5 | Encompass More Asset Management | 101,748 | $3.0M | 7.06% | 2025-12-31 |
| 6 | Simplify Asset Management Inc. | 66,957 | $2.1M | 4.65% | 2025-03-31 |
| 7 | CreativeOne Wealth, LLC | 51,152 | $1.5M | 3.55% | 2025-12-31 |
| 8 | Park Edge Advisors, LLC | 49,450 | $1.5M | 3.43% | 2025-12-31 |
| 9 | Whalen Wealth Management Inc. | 40,897 | $1.2M | 2.84% | 2025-12-31 |
| 10 | NAPA WEALTH MANAGEMENT | 33,739 | $1.0M | 2.34% | 2025-09-30 |
| 11 | CLG LLC | 31,679 | $984.3K | 2.20% | 2025-03-31 |
| 12 | OLD MISSION CAPITAL LLC | 34,115 | $823.7K | 2.36% | 2024-06-30 |
| 13 | Holcombe Financial, Inc. | 26,423 | $783.2K | 1.83% | 2025-12-31 |
| 14 | Global View Capital Management LLC | 26,390 | $782.2K | 1.83% | 2025-12-31 |
| 15 | Private Advisor Group, LLC | 26,167 | $775.6K | 1.81% | 2025-12-31 |
| 16 | HighTower Advisors, LLC | 25,572 | $757.9K | 1.77% | 2025-12-31 |
| 17 | Ferguson Shapiro LLC | 29,236 | $705.9K | 2.03% | 2024-06-30 |
| 18 | Orion Porfolio Solutions, LLC | 20,874 | $618.7K | 1.44% | 2025-12-31 |
| 19 | Stratos Wealth Partners, LTD. | 15,377 | $455.8K | 1.06% | 2025-12-31 |
| 20 | Inspire Advisors, LLC | 14,466 | $436.8K | 1.00% | 2025-09-30 |
| 21 | JANE STREET GROUP, LLC | 15,049 | $423.0K | 1.04% | 2025-06-30 |
| 22 | Orion Portfolio Solutions, LLC | 13,583 | $422.0K | 0.94% | 2025-03-31 |
| 23 | Worth Asset Management, LLC | 13,961 | $421.6K | 0.96% | 2025-09-30 |
| 24 | AVANTAX ADVISORY SERVICES, INC. | 15,181 | $386.6K | 1.05% | 2023-12-31 |
| 25 | Hilltop Holdings Inc. | 12,182 | $361.1K | 0.84% | 2025-12-31 |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 11,887 | $352.3K | 0.82% | 2025-12-31 |
| 27 | Bluesphere Advisors, LLC | 10,344 | $306.6K | 0.71% | 2025-12-31 |
| 28 | Straight Path Wealth Management | 9,750 | $289.0K | 0.67% | 2025-12-31 |
| 29 | BROWN ADVISORY INC | 8,356 | $234.9K | 0.58% | 2025-06-30 |
| 30 | CITADEL ADVISORS LLC | 7,400 | $219.3K | 0.51% | 2025-12-31 |
| 31 | Cherry Creek Investment Advisors, Inc. | 6,445 | $200.2K | 0.44% | 2025-03-31 |
| 32 | Empowered Funds, LLC | 4,999 | $135.2K | 0.34% | 2024-12-31 |
| 33 | OSAIC HOLDINGS, INC. | 2,501 | $74.1K | 0.17% | 2025-12-31 |
| 34 | IFP Advisors, Inc | 2,276 | $64.0K | 0.15% | 2025-06-30 |
| 35 | Global Retirement Partners, LLC | 1,603 | $47.5K | 0.11% | 2025-12-31 |
| 36 | JFS WEALTH ADVISORS, LLC | 630 | $19.6K | 0.04% | 2025-03-31 |
| 37 | Farther Finance Advisors, LLC | 540 | $16.0K | 0.03% | 2025-12-31 |
| 38 | WELLS FARGO & COMPANY/MN | 181 | $5.4K | 0.01% | 2025-12-31 |
| 39 | BANK OF AMERICA CORP /DE/ | 168 | $4.7K | 0.01% | 2025-06-30 |
| 40 | UBS Group AG | 138 | $4.1K | 0.00% | 2025-12-31 |
| 41 | PRINCIPAL SECURITIES, INC. | 50 | $1.5K | 0.00% | 2025-09-30 |
| 42 | COMMONWEALTH EQUITY SERVICES, LLC | 29,353 | $825 | 2.03% | 2025-06-30 |
| 43 | FLOW TRADERS U.S. LLC | 18,817 | $585 | 1.30% | 2025-03-31 |
| 44 | CWM, LLC | 3,839 | $114 | 0.26% | 2025-12-31 |
| 45 | MORGAN STANLEY | 1 | $30 | 0.00% | 2025-12-31 |
| 46 | SIMPLEX TRADING, LLC | 134 | $4 | 0.00% | 2025-03-31 |
| 47 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |