CUSIP 82889N632
SIMPLIFY EXCHANGE TRADED FUN
137 institutions · $158.4M total · 7,123,365 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | 599,795 | $13.4M | 8.42% | 2025-12-31 |
| 2 | AE Wealth Management LLC | 526,527 | $11.7M | 7.39% | 2025-12-31 |
| 3 | Elevated Capital Advisors, LLC | 420,805 | $9.4M | 5.90% | 2025-12-31 |
| 4 | Astor Investment Management LLC | 350,313 | $8.1M | 4.91% | 2024-12-31 |
| 5 | WealthPlan Investment Management, LLC | 353,781 | $7.9M | 4.96% | 2025-12-31 |
| 6 | LPL Financial LLC | 295,843 | $6.6M | 4.15% | 2025-12-31 |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 288,462 | $6.4M | 4.04% | 2025-12-31 |
| 8 | JT Stratford LLC | 203,174 | $4.7M | 2.85% | 2024-12-31 |
| 9 | Legacy Investment Solutions, LLC | 180,745 | $4.4M | 2.53% | 2025-06-30 |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | 145,989 | $3.5M | 2.04% | 2025-12-31 |
| 11 | POM Investment Strategies, LLC | 152,194 | $3.4M | 2.13% | 2025-12-31 |
| 12 | Orion Porfolio Solutions, LLC | 136,564 | $3.3M | 1.91% | 2025-06-30 |
| 13 | Orion Portfolio Solutions, LLC | 138,997 | $3.2M | 1.95% | 2025-03-31 |
| 14 | ARQ WEALTH ADVISORS, LLC | 135,695 | $3.1M | 1.90% | 2024-12-31 |
| 15 | TRUIST FINANCIAL CORP | 125,329 | $2.9M | 1.75% | 2024-09-30 |
| 16 | HOWARD BAILEY SECURITIES, LLC | 117,895 | $2.7M | 1.65% | 2025-12-31 |
| 17 | Wealthcare Advisory Partners LLC | 113,603 | $2.6M | 1.59% | 2024-12-31 |
| 18 | Atria Investments, Inc | 105,322 | $2.4M | 1.47% | 2024-12-31 |
| 19 | OSAIC HOLDINGS, INC. | 107,407 | $2.4M | 1.50% | 2025-12-31 |
| 20 | Private Advisor Group, LLC | 107,195 | $2.4M | 1.50% | 2025-03-31 |
| 21 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 98,197 | $2.3M | 1.37% | 2025-09-30 |
| 22 | 3EDGE Asset Management, LP | 98,454 | $2.3M | 1.38% | 2024-12-31 |
| 23 | Key Capital Management, INC | 99,631 | $2.2M | 1.39% | 2025-12-31 |
| 24 | Legacy Capital Group California, Inc. | 94,626 | $2.2M | 1.32% | 2024-12-31 |
| 25 | WealthPLAN Partners, LLC | 92,956 | $2.1M | 1.30% | 2025-12-31 |
| 26 | Encompass More Asset Management | 90,554 | $2.0M | 1.27% | 2025-12-31 |
| 27 | Altiora Financial Group, LLC | 88,800 | $2.0M | 1.24% | 2025-12-31 |
| 28 | Stegent Equity Advisors, Inc. | 83,991 | $1.9M | 1.17% | 2025-12-31 |
| 29 | Authentikos Wealth Advisory, LLC | 79,783 | $1.8M | 1.12% | 2025-12-31 |
| 30 | Beacon Capital Management, LLC | 82,454 | $1.8M | 1.15% | 2025-12-31 |
| 31 | NAPA WEALTH MANAGEMENT | 75,937 | $1.8M | 1.06% | 2025-09-30 |
| 32 | B.O.S.S. Retirement Advisors, LLC | 66,624 | $1.5M | 0.93% | 2025-12-31 |
| 33 | Accurate Wealth Management, LLC | 60,780 | $1.4M | 0.85% | 2024-12-31 |
| 34 | FSA Advisors, Inc. | 62,589 | $1.4M | 0.87% | 2025-12-31 |
| 35 | BROWN ADVISORY INC | 55,000 | $1.3M | 0.77% | 2024-12-31 |
| 36 | Andina Capital Management, LLC | 52,893 | $1.2M | 0.74% | 2024-12-31 |
| 37 | Legacy Wealth Managment, LLC/ID | 50,535 | $1.1M | 0.70% | 2025-12-31 |
| 38 | TME FINANCIAL, INC. | 47,068 | $1.1M | 0.66% | 2025-12-31 |
| 39 | Narus Financial Partners, LLC | 41,807 | $980.2K | 0.58% | 2024-09-30 |
| 40 | CITADEL ADVISORS LLC | 39,588 | $914.1K | 0.55% | 2025-09-30 |
| 41 | Blackston Financial Advisory Group, LLC | 39,205 | $905.2K | 0.55% | 2025-12-31 |
| 42 | Summit Financial, LLC | 35,265 | $786.8K | 0.49% | 2025-12-31 |
| 43 | HighTower Advisors, LLC | 33,407 | $769.0K | 0.46% | 2024-12-31 |
| 44 | IEQ CAPITAL, LLC | 31,925 | $712.2K | 0.44% | 2025-12-31 |
| 45 | SEAVIEW INVESTMENT MANAGERS LLC | 30,656 | $672.6K | 0.43% | 2025-03-31 |
| 46 | GeoWealth Management, LLC | 25,139 | $578.7K | 0.35% | 2024-12-31 |
| 47 | CreativeOne Wealth, LLC | 23,165 | $534.9K | 0.32% | 2025-09-30 |
| 48 | Networth Advisors, LLC | 21,420 | $477.9K | 0.30% | 2025-12-31 |
| 49 | IHT Wealth Management, LLC | 21,012 | $461.0K | 0.29% | 2025-03-31 |
| 50 | Legacy Capital Wealth Partners, LLC | 18,688 | $438.1K | 0.26% | 2024-09-30 |
| 51 | Sigma Planning Corp | 18,476 | $433.2K | 0.25% | 2024-09-30 |
| 52 | GK Wealth Management LLC | 18,490 | $425.6K | 0.25% | 2025-03-31 |
| 53 | Envestnet Portfolio Solutions, Inc. | 18,418 | $424.0K | 0.25% | 2024-12-31 |
| 54 | J HAGAN CAPITAL, INC. | 17,979 | $415.1K | 0.25% | 2025-09-30 |
| 55 | COMPASS CAPITAL CORP /MA/ /ADV | 17,798 | $414.5K | 0.24% | 2025-06-30 |
| 56 | Steward Partners Investment Advisory, LLC | 17,931 | $400.0K | 0.25% | 2025-12-31 |
| 57 | TOWNSQUARE CAPITAL LLC | 17,176 | $395.4K | 0.24% | 2024-12-31 |
| 58 | Redhawk Wealth Advisors, Inc. | 17,697 | $394.8K | 0.24% | 2025-12-31 |
| 59 | Atria Wealth Solutions, Inc. | 17,070 | $393.0K | 0.23% | 2024-12-31 |
| 60 | JANE STREET GROUP, LLC | 17,900 | $392.7K | 0.25% | 2025-03-31 |
| 61 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16,163 | $378.9K | 0.22% | 2024-12-31 |
| 62 | Richard P Slaughter Associates Inc | 14,923 | $349.9K | 0.20% | 2024-09-30 |
| 63 | Brookwood Investment Group LLC | 15,704 | $344.5K | 0.22% | 2025-03-31 |
| 64 | Integrated Advisors Network LLC | 14,837 | $331.0K | 0.20% | 2025-12-31 |
| 65 | Guerra Advisors Inc | 13,813 | $318.9K | 0.19% | 2025-09-30 |
| 66 | Park Square Financial Group, LLC | 12,332 | $298.8K | 0.17% | 2025-06-30 |
| 67 | CPA Asset Management LLC | 12,979 | $298.8K | 0.18% | 2024-12-31 |
| 68 | Inspire Advisors, LLC | 13,588 | $298.1K | 0.19% | 2025-03-31 |
| 69 | OLD MISSION CAPITAL LLC | 13,267 | $296.0K | 0.18% | 2025-12-31 |
| 70 | New Century Financial Group, LLC | 12,667 | $293.9K | 0.17% | 2024-12-31 |
| 71 | Belpointe Asset Management LLC | 12,194 | $286.8K | 0.17% | 2024-12-31 |
| 72 | &PARTNERS | 12,235 | $283.9K | 0.17% | 2024-12-31 |
| 73 | Fortis Capital Advisors, LLC | 12,027 | $283.0K | 0.16% | 2024-12-31 |
| 74 | WORLD EQUITY GROUP, INC. | 12,156 | $279.8K | 0.17% | 2024-12-31 |
| 75 | Foundations Investment Advisors, LLC | 12,321 | $274.9K | 0.17% | 2025-12-31 |
| 76 | Royal Bank of Canada | 12,227 | $273.0K | 0.17% | 2025-12-31 |
| 77 | IFP Advisors, Inc | 11,746 | $271.2K | 0.16% | 2025-12-31 |
| 78 | Kestra Advisory Services, LLC | 12,052 | $268.9K | 0.16% | 2025-12-31 |
| 79 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,671 | $260.4K | 0.16% | 2025-12-31 |
| 80 | DAVENPORT & Co LLC | 10,873 | $254.9K | 0.15% | 2024-09-30 |
| 81 | Bank of New York Mellon Corp | 10,868 | $250.2K | 0.15% | 2024-12-31 |
| 82 | Mutual Advisors, LLC | 10,251 | $238.3K | 0.14% | 2024-12-31 |
| 83 | AXXCESS WEALTH MANAGEMENT, LLC | 10,297 | $237.0K | 0.14% | 2024-12-31 |
| 84 | Financial Sense Advisors, Inc. | 10,750 | $235.9K | 0.15% | 2025-03-31 |
| 85 | Lloyd Advisory Services, LLC. | 10,460 | $233.4K | 0.14% | 2025-12-31 |
| 86 | PANORAMIC INVESTMENT ADVISORS, LLC | 10,350 | $230.9K | 0.14% | 2025-12-31 |
| 87 | Pekin Hardy Strauss, Inc. | 9,625 | $214.7K | 0.13% | 2025-12-31 |
| 88 | FOURPATH CAPITAL MANAGEMENT, LLC | 9,141 | $210.4K | 0.12% | 2024-12-31 |
| 89 | Family Investment Center, Inc. | 8,768 | $205.6K | 0.12% | 2024-09-30 |
| 90 | Cornerstone Wealth Management, LLC | 8,429 | $204.2K | 0.11% | 2025-06-30 |
| 91 | WOLVERINE TRADING, LLC | 8,686 | $203.5K | 0.12% | 2024-09-30 |
| 92 | BlackDiamond Wealth Management, LLC | 8,788 | $202.9K | 0.12% | 2025-09-30 |
| 93 | Decker Retirement Planning Inc. | 8,566 | $191.1K | 0.12% | 2025-12-31 |
| 94 | Transce3nd, LLC | 7,290 | $176.6K | 0.10% | 2025-06-30 |
| 95 | Raleigh Capital Management Inc. | 6,954 | $160.1K | 0.09% | 2024-12-31 |
| 96 | JPMORGAN CHASE & CO | 6,532 | $143.3K | 0.09% | 2025-03-31 |
| 97 | Geneos Wealth Management Inc. | 3,809 | $87.7K | 0.05% | 2024-12-31 |
| 98 | Arax Advisory Partners | 3,755 | $83.8K | 0.05% | 2025-12-31 |
| 99 | Brooklyn Investment Group | 2,771 | $67.1K | 0.03% | 2025-06-30 |
| 100 | Whipplewood Advisors, LLC | 2,909 | $64.9K | 0.04% | 2025-12-31 |
| 101 | NEW WAVE WEALTH ADVISORS LLC | 2,684 | $61.8K | 0.03% | 2024-12-31 |
| 102 | Parkside Financial Bank & Trust | 2,769 | $61.8K | 0.03% | 2025-12-31 |
| 103 | NBC SECURITIES, INC. | 2,747 | $61.3K | 0.03% | 2025-12-31 |
| 104 | Larson Financial Group LLC | 2,361 | $52.7K | 0.03% | 2025-12-31 |
| 105 | RAYMOND JAMES FINANCIAL INC | 1,926 | $46.7K | 0.02% | 2025-06-30 |
| 106 | Kestra Investment Management, LLC | 1,627 | $37.4K | 0.02% | 2024-12-31 |
| 107 | Luminist Capital LLC | 1,539 | $34.3K | 0.02% | 2025-12-31 |
| 108 | UBS Group AG | 1,480 | $33.0K | 0.02% | 2025-12-31 |
| 109 | Mid-American Wealth Advisory Group, Inc. | 1,191 | $28.9K | 0.01% | 2025-06-30 |
| 110 | Peterson Financial Group, Inc. | 1,136 | $26.6K | 0.01% | 2024-09-30 |
| 111 | Sound Income Strategies, LLC | 1,125 | $25.0K | 0.01% | 2025-12-31 |
| 112 | Advisory Services Network, LLC | 1,037 | $23.9K | 0.01% | 2025-09-30 |
| 113 | Quest 10 Wealth Builders, Inc. | 921 | $21.2K | 0.01% | 2024-12-31 |
| 114 | Heck Capital Advisors, LLC | 701 | $17.0K | 0.00% | 2025-03-31 |
| 115 | Global Trust Asset Management, LLC | 575 | $13.2K | 0.00% | 2024-12-31 |
| 116 | First Horizon Advisors, Inc. | 452 | $10.4K | 0.00% | 2024-12-31 |
| 117 | MATHER GROUP, LLC. | 383 | $9.0K | 0.00% | 2024-09-30 |
| 118 | Parallel Advisors, LLC | 301 | $7.3K | 0.00% | 2025-06-30 |
| 119 | HARBOUR INVESTMENTS, INC. | 252 | $5.6K | 0.00% | 2025-12-31 |
| 120 | Kiker Wealth Management, LLC | 228 | $5.0K | 0.00% | 2025-03-31 |
| 121 | Aspire Private Capital, LLC | 167 | $3.9K | 0.00% | 2024-09-30 |
| 122 | NATIONAL BANK OF CANADA /FI/ | 133 | $3.0K | 0.00% | 2025-12-31 |
| 123 | Tower Research Capital LLC (TRC) | 111 | $2.6K | 0.00% | 2024-12-31 |
| 124 | FLOW TRADERS U.S. LLC | 94,702 | $2.2K | 1.32% | 2024-09-30 |
| 125 | Aptus Capital Advisors, LLC | 70 | $1.6K | 0.00% | 2025-09-30 |
| 126 | Marshall & Sterling Wealth Advisors Inc. | 65 | $1.5K | 0.00% | 2024-12-31 |
| 127 | COMMONWEALTH EQUITY SERVICES, LLC | 39,746 | $963 | 0.55% | 2025-06-30 |
| 128 | Signature Equity Partners, LLC | 18 | $396 | 0.00% | 2025-12-31 |
| 129 | Cambridge Investment Research Advisors, Inc. | 10,621 | $244 | 0.14% | 2024-12-31 |
| 130 | BESSEMER GROUP INC | 4,500 | $106 | 0.06% | 2024-09-30 |
| 131 | MORGAN STANLEY | 1 | $33 | 0.00% | 2025-12-31 |
| 132 | WELLS FARGO & COMPANY/MN | 1 | $29 | 0.00% | 2025-12-31 |
| 133 | CWM, LLC | 1,066 | $25 | 0.01% | 2024-12-31 |
| 134 | Farther Finance Advisors, LLC | 1 | $21 | 0.00% | 2025-12-31 |
| 135 | Ulland Investment Advisors, LLC | 636 | $15 | 0.00% | 2025-06-30 |
| 136 | AlphaMark Advisors, LLC | 599 | $14 | 0.00% | 2024-12-31 |
| 137 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |