CUSIP 82889N640
SIMPLIFY EXCHANGE TRADED FUN
140 institutions · $306.7M total · 13,096,860 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 4,448,579 | $109.2M | 33.96% | 2024-12-31 |
| 2 | AE Wealth Management LLC | 1,087,141 | $25.8M | 8.30% | 2025-12-31 |
| 3 | LPL Financial LLC | 653,105 | $15.5M | 4.98% | 2025-12-31 |
| 4 | PEAK FINANCIAL ADVISORS LLC | 528,745 | $13.0M | 4.03% | 2025-03-31 |
| 5 | Elevated Capital Advisors, LLC | 448,925 | $10.6M | 3.42% | 2025-12-31 |
| 6 | RiverTree Advisors, LLC | 315,004 | $7.5M | 2.40% | 2025-12-31 |
| 7 | POM Investment Strategies, LLC | 292,378 | $6.9M | 2.23% | 2025-12-31 |
| 8 | Park Edge Advisors, LLC | 225,404 | $5.3M | 1.72% | 2025-12-31 |
| 9 | PRINCIPAL SECURITIES, INC. | 204,192 | $4.8M | 1.55% | 2025-12-31 |
| 10 | Orion Porfolio Solutions, LLC | 197,522 | $4.7M | 1.50% | 2025-12-31 |
| 11 | Key Capital Management, INC | 191,273 | $4.5M | 1.46% | 2025-12-31 |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 189,230 | $4.5M | 1.44% | 2025-12-31 |
| 13 | Beacon Capital Management, LLC | 157,460 | $3.7M | 1.20% | 2025-12-31 |
| 14 | HOWARD BAILEY SECURITIES, LLC | 155,592 | $3.7M | 1.18% | 2025-12-31 |
| 15 | Orion Portfolio Solutions, LLC | 147,848 | $3.6M | 1.12% | 2025-03-31 |
| 16 | Authentikos Wealth Advisory, LLC | 130,578 | $3.2M | 0.99% | 2025-12-31 |
| 17 | B.O.S.S. Retirement Advisors, LLC | 125,208 | $3.0M | 0.95% | 2025-12-31 |
| 18 | FSA Advisors, Inc. | 120,380 | $2.9M | 0.91% | 2025-12-31 |
| 19 | Owen LaRue, LLC | 110,354 | $2.6M | 0.84% | 2025-12-31 |
| 20 | Encompass More Asset Management | 110,138 | $2.6M | 0.84% | 2025-12-31 |
| 21 | Kestra Advisory Services, LLC | 109,036 | $2.6M | 0.83% | 2025-12-31 |
| 22 | TOWNSQUARE CAPITAL LLC | 99,197 | $2.4M | 0.75% | 2025-03-31 |
| 23 | WCG Wealth Advisors LLC | 102,933 | $2.4M | 0.78% | 2025-12-31 |
| 24 | CreativeOne Wealth, LLC | 98,767 | $2.3M | 0.75% | 2025-12-31 |
| 25 | Stratos Investment Management, LLC | 86,214 | $2.0M | 0.65% | 2025-06-30 |
| 26 | GK Wealth Management LLC | 84,552 | $2.0M | 0.64% | 2025-12-31 |
| 27 | Impact Partnership Wealth, LLC | 80,389 | $1.9M | 0.61% | 2025-12-31 |
| 28 | COMPASS CAPITAL CORP /MA/ /ADV | 77,454 | $1.8M | 0.59% | 2025-12-31 |
| 29 | Wealth Advisors of Iowa, LLC | 77,656 | $1.8M | 0.59% | 2025-06-30 |
| 30 | Prime Capital Investment Advisors, LLC | 68,020 | $1.6M | 0.51% | 2025-12-31 |
| 31 | Farther Finance Advisors, LLC | 66,529 | $1.6M | 0.50% | 2025-12-31 |
| 32 | OSAIC HOLDINGS, INC. | 64,261 | $1.5M | 0.49% | 2025-12-31 |
| 33 | TME FINANCIAL, INC. | 63,183 | $1.5M | 0.48% | 2025-12-31 |
| 34 | GenTrust, LLC | 58,278 | $1.4M | 0.44% | 2025-03-31 |
| 35 | Integrated Advisors Network LLC | 59,832 | $1.4M | 0.45% | 2025-12-31 |
| 36 | Blackston Financial Advisory Group, LLC | 58,505 | $1.4M | 0.44% | 2025-12-31 |
| 37 | SteelPeak Wealth, LLC | 56,800 | $1.3M | 0.43% | 2025-12-31 |
| 38 | Caerus Investment Advisors, LLC | 55,304 | $1.3M | 0.42% | 2025-12-31 |
| 39 | J HAGAN CAPITAL, INC. | 54,087 | $1.3M | 0.41% | 2025-09-30 |
| 40 | Fortis Capital Advisors, LLC | 53,909 | $1.3M | 0.41% | 2025-12-31 |
| 41 | Belpointe Asset Management LLC | 53,909 | $1.3M | 0.41% | 2025-12-31 |
| 42 | Cambridge Advisors Inc. | 49,326 | $1.2M | 0.37% | 2025-12-31 |
| 43 | Redhawk Wealth Advisors, Inc. | 49,274 | $1.2M | 0.37% | 2025-12-31 |
| 44 | Independent Advisor Alliance | 47,975 | $1.1M | 0.36% | 2025-12-31 |
| 45 | Spinnaker Investment Group, LLC | 40,014 | $987.5K | 0.30% | 2025-03-31 |
| 46 | Networth Advisors, LLC | 41,223 | $977.2K | 0.31% | 2025-12-31 |
| 47 | TD Waterhouse Canada Inc. | 37,400 | $923.0K | 0.28% | 2025-03-31 |
| 48 | Advisory Services Network, LLC | 38,848 | $920.9K | 0.29% | 2025-12-31 |
| 49 | Andina Capital Management, LLC | 37,513 | $889.2K | 0.28% | 2025-12-31 |
| 50 | Moors & Cabot, Inc. | 35,340 | $837.7K | 0.26% | 2025-12-31 |
| 51 | Ferguson Shapiro LLC | 35,210 | $832.4K | 0.26% | 2025-06-30 |
| 52 | Brookwood Investment Group LLC | 34,466 | $817.0K | 0.26% | 2025-12-31 |
| 53 | Alpine Bank Wealth Management | 34,294 | $812.9K | 0.26% | 2025-12-31 |
| 54 | Steward Partners Investment Advisory, LLC | 33,380 | $791.3K | 0.25% | 2025-12-31 |
| 55 | OLD MISSION CAPITAL LLC | 32,300 | $765.7K | 0.24% | 2025-12-31 |
| 56 | Dynamic Advisor Solutions LLC | 32,031 | $759.3K | 0.24% | 2025-12-31 |
| 57 | NAPA WEALTH MANAGEMENT | 29,842 | $736.5K | 0.22% | 2025-03-31 |
| 58 | Stratos Wealth Advisors, LLC | 29,798 | $735.4K | 0.22% | 2025-03-31 |
| 59 | Prosperity Wealth Management, Inc. | 27,911 | $665.7K | 0.21% | 2025-09-30 |
| 60 | Straight Path Wealth Management | 26,575 | $630.0K | 0.20% | 2025-12-31 |
| 61 | Revisor Wealth Management LLC | 25,952 | $616.4K | 0.19% | 2025-12-31 |
| 62 | WEALTHGARDEN F.S. LLC | 23,261 | $571.8K | 0.17% | 2024-09-30 |
| 63 | Sanctuary Advisors, LLC | 21,340 | $505.9K | 0.16% | 2025-12-31 |
| 64 | Legacy Investment Solutions, LLC | 21,017 | $496.8K | 0.16% | 2025-06-30 |
| 65 | Mosley Wealth Management | 20,447 | $487.7K | 0.15% | 2025-12-31 |
| 66 | Lloyd Advisory Services, LLC. | 20,228 | $479.5K | 0.15% | 2025-12-31 |
| 67 | SFG Wealth Management, LLC. | 19,363 | $475.9K | 0.14% | 2024-09-30 |
| 68 | Financial Advocates Investment Management | 20,100 | $475.2K | 0.15% | 2025-06-30 |
| 69 | Legacy Wealth Managment, LLC/ID | 20,029 | $474.8K | 0.15% | 2025-12-31 |
| 70 | Soltis Investment Advisors LLC | 19,561 | $463.7K | 0.14% | 2025-12-31 |
| 71 | NWAM LLC | 17,944 | $423.5K | 0.13% | 2025-12-31 |
| 72 | JANE STREET GROUP, LLC | 17,609 | $417.4K | 0.13% | 2025-12-31 |
| 73 | Decker Retirement Planning Inc. | 16,983 | $402.6K | 0.12% | 2025-12-31 |
| 74 | Envestnet Portfolio Solutions, Inc. | 16,234 | $400.7K | 0.12% | 2025-03-31 |
| 75 | Atria Wealth Solutions, Inc. | 16,234 | $400.7K | 0.12% | 2025-03-31 |
| 76 | Ethos Financial Group, LLC | 16,192 | $386.2K | 0.12% | 2025-09-30 |
| 77 | RFG Advisory, LLC | 15,980 | $378.8K | 0.12% | 2025-12-31 |
| 78 | WOLVERINE TRADING, LLC | 15,807 | $376.2K | 0.12% | 2025-09-30 |
| 79 | KESTRA PRIVATE WEALTH SERVICES, LLC | 14,535 | $357.8K | 0.11% | 2024-06-30 |
| 80 | JBR Co Financial Management Inc | 14,600 | $348.2K | 0.11% | 2025-09-30 |
| 81 | Foundations Investment Advisors, LLC | 14,411 | $341.6K | 0.11% | 2025-12-31 |
| 82 | Guerra Advisors Inc | 14,091 | $336.1K | 0.10% | 2025-09-30 |
| 83 | Newbridge Financial Services Group, Inc. | 13,645 | $323.5K | 0.10% | 2025-12-31 |
| 84 | Private Advisor Group, LLC | 13,516 | $320.4K | 0.10% | 2025-12-31 |
| 85 | Great Lakes Retirement, Inc. | 12,664 | $310.8K | 0.09% | 2024-12-31 |
| 86 | Park Square Financial Group, LLC | 13,107 | $309.8K | 0.10% | 2025-06-30 |
| 87 | Csenge Advisory Group | 12,288 | $301.5K | 0.09% | 2024-12-31 |
| 88 | CAPTRUST FINANCIAL ADVISORS | 12,531 | $297.0K | 0.09% | 2025-12-31 |
| 89 | Sage Capital Advisors,llc | 12,132 | $287.6K | 0.09% | 2025-12-31 |
| 90 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 11,879 | $283.3K | 0.09% | 2025-09-30 |
| 91 | Inspire Advisors, LLC | 11,746 | $277.7K | 0.08% | 2025-06-30 |
| 92 | CITADEL ADVISORS LLC | 11,684 | $277.0K | 0.08% | 2025-12-31 |
| 93 | Smith Anglin Financial, LLC | 11,040 | $272.5K | 0.08% | 2025-03-31 |
| 94 | Wealthcare Advisory Partners LLC | 11,299 | $267.8K | 0.08% | 2025-12-31 |
| 95 | Leo Wealth, LLC | 10,332 | $244.9K | 0.07% | 2025-12-31 |
| 96 | Reyes Financial Architecture, Inc. | 10,180 | $241.3K | 0.07% | 2025-12-31 |
| 97 | MERCER GLOBAL ADVISORS INC /ADV | 9,500 | $226.6K | 0.07% | 2025-09-30 |
| 98 | Transce3nd, LLC | 9,455 | $223.5K | 0.07% | 2025-06-30 |
| 99 | Koshinski Asset Management, Inc. | 9,111 | $216.0K | 0.06% | 2025-12-31 |
| 100 | TOUNJIAN ADVISORY PARTNERS, LLC | 8,704 | $214.8K | 0.06% | 2025-06-30 |
| 101 | Advisor OS, LLC | 8,989 | $213.1K | 0.06% | 2025-12-31 |
| 102 | B. Riley Wealth Advisors, Inc. | 8,163 | $201.0K | 0.06% | 2024-06-30 |
| 103 | NewEdge Advisors, LLC | 6,971 | $165.3K | 0.05% | 2025-12-31 |
| 104 | Arax Advisory Partners | 6,744 | $159.9K | 0.05% | 2025-12-31 |
| 105 | Golden State Wealth Management, LLC | 5,067 | $120.1K | 0.03% | 2025-12-31 |
| 106 | Royal Bank of Canada | 4,810 | $118.0K | 0.03% | 2024-12-31 |
| 107 | PNC Financial Services Group, Inc. | 3,000 | $71.1K | 0.02% | 2025-12-31 |
| 108 | WINNOW WEALTH LLC | 2,109 | $50.6K | 0.01% | 2025-12-31 |
| 109 | Sound Income Strategies, LLC | 2,124 | $50.6K | 0.01% | 2025-12-31 |
| 110 | HOLLENCREST CAPITAL MANAGEMENT | 2,090 | $49.5K | 0.01% | 2025-12-31 |
| 111 | RAYMOND JAMES FINANCIAL INC | 2,020 | $47.8K | 0.01% | 2025-06-30 |
| 112 | NBC SECURITIES, INC. | 1,782 | $42.2K | 0.01% | 2025-12-31 |
| 113 | ORG Wealth Partners, LLC | 1,523 | $37.4K | 0.01% | 2024-12-31 |
| 114 | PRIVATE TRUST CO NA | 1,550 | $36.7K | 0.01% | 2025-12-31 |
| 115 | UBS Group AG | 1,490 | $35.3K | 0.01% | 2025-12-31 |
| 116 | Iron Horse Wealth Management, LLC | 900 | $22.2K | 0.00% | 2025-03-31 |
| 117 | Capital A Wealth Management, LLC | 651 | $16.0K | 0.00% | 2024-12-31 |
| 118 | Abich Financial Wealth Management LLC | 654 | $15.6K | 0.00% | 2025-09-30 |
| 119 | FLAGSHIP HARBOR ADVISORS, LLC | 600 | $14.2K | 0.00% | 2025-12-31 |
| 120 | Mid-American Wealth Advisory Group, Inc. | 402 | $9.5K | 0.00% | 2025-06-30 |
| 121 | Triumph Capital Management | 275 | $6.5K | 0.00% | 2025-12-31 |
| 122 | WEDBUSH SECURITIES INC | 260,525 | $6.2K | 1.98% | 2025-12-31 |
| 123 | MORGAN STANLEY | 250 | $5.9K | 0.00% | 2025-12-31 |
| 124 | WealthTrak Capital Management LLC | 166 | $4.1K | 0.00% | 2025-03-31 |
| 125 | Pineridge Advisors LLC | 166 | $4.1K | 0.00% | 2024-12-31 |
| 126 | Quest 10 Wealth Builders, Inc. | 158 | $3.9K | 0.00% | 2024-12-31 |
| 127 | HARBOUR INVESTMENTS, INC. | 142 | $3.4K | 0.00% | 2025-12-31 |
| 128 | Sunbelt Securities, Inc. | 100 | $2.5K | 0.00% | 2025-03-31 |
| 129 | COMMONWEALTH EQUITY SERVICES, LLC | 49,280 | $1.2K | 0.37% | 2025-06-30 |
| 130 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 38 | $934 | 0.00% | 2024-09-30 |
| 131 | Lord & Richards Wealth Management, LLC | 37 | $913 | 0.00% | 2025-03-31 |
| 132 | Richard W. Paul & Associates, LLC | 31 | $770 | 0.00% | 2024-12-31 |
| 133 | TUCKER ASSET MANAGEMENT LLC | 30 | $752 | 0.00% | 2024-06-30 |
| 134 | Cambridge Investment Research Advisors, Inc. | 31,707 | $752 | 0.24% | 2025-12-31 |
| 135 | HRT FINANCIAL LP | 14,520 | $344 | 0.11% | 2025-12-31 |
| 136 | Janney Montgomery Scott LLC | 8,546 | $211 | 0.06% | 2025-03-31 |
| 137 | CWM, LLC | 1,926 | $46 | 0.01% | 2025-12-31 |
| 138 | FMR LLC | 1 | $25 | 0.00% | 2024-12-31 |
| 139 | WELLS FARGO & COMPANY/MN | 1 | $21 | 0.00% | 2025-12-31 |
| 140 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |