CUSIP 82889N657
SIMPLIFY EXCHANGE TRADED FUN
140 institutions · $410.9M total · 21,838,915 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Ferguson Shapiro LLC | 2,235,784 | $49.0M | 10.23% | 2025-12-31 |
| 2 | AE Wealth Management LLC | 1,866,801 | $40.9M | 8.54% | 2025-12-31 |
| 3 | Mid-American Wealth Advisory Group, Inc. | 1,139,443 | $25.0M | 5.21% | 2025-12-31 |
| 4 | HighTower Advisors, LLC | 920,206 | $20.2M | 4.21% | 2025-12-31 |
| 5 | Private Advisor Group, LLC | 873,195 | $19.1M | 3.99% | 2025-12-31 |
| 6 | FOURPATH CAPITAL MANAGEMENT, LLC | 872,303 | $19.1M | 3.99% | 2025-12-31 |
| 7 | ALTFEST L J & CO INC | 853,327 | $18.7M | 3.90% | 2025-12-31 |
| 8 | LPL Financial LLC | 825,818 | $18.1M | 3.78% | 2025-12-31 |
| 9 | Lloyd Advisory Services, LLC. | 691,416 | $15.1M | 3.16% | 2025-12-31 |
| 10 | Insight Wealth Strategies, LLC | 640,356 | $14.0M | 2.93% | 2025-12-31 |
| 11 | NEW YORK STATE COMMON RETIREMENT FUND | 443,494 | $10.3M | 2.03% | 2025-09-30 |
| 12 | Authentikos Wealth Advisory, LLC | 411,309 | $9.1M | 1.88% | 2025-12-31 |
| 13 | Financial Enhancement Group LLC | 409,479 | $8.9M | 1.87% | 2025-12-31 |
| 14 | Park Edge Advisors, LLC | 380,893 | $8.3M | 1.74% | 2025-12-31 |
| 15 | EVERGREEN CAPITAL MANAGEMENT LLC | 346,606 | $7.6M | 1.58% | 2025-12-31 |
| 16 | Broussard Financial Group LLC | 346,142 | $7.6M | 1.58% | 2025-12-31 |
| 17 | Aprio Wealth Management, LLC | 295,635 | $6.5M | 1.35% | 2025-12-31 |
| 18 | Heck Capital Advisors, LLC | 285,483 | $6.3M | 1.30% | 2025-12-31 |
| 19 | Magnolia Private Wealth, LLC | 267,669 | $5.9M | 1.22% | 2025-12-31 |
| 20 | Cumberland Partners Ltd | 247,925 | $5.4M | 1.13% | 2025-12-31 |
| 21 | Fortis Group Advisors, LLC | 244,229 | $5.4M | 1.11% | 2025-03-31 |
| 22 | PRIVATE CLIENT SERVICES, LLC | 208,194 | $4.6M | 0.95% | 2025-12-31 |
| 23 | HOLLENCREST CAPITAL MANAGEMENT | 202,062 | $4.4M | 0.92% | 2025-12-31 |
| 24 | HOWARD BAILEY SECURITIES, LLC | 175,429 | $3.8M | 0.80% | 2025-12-31 |
| 25 | Simplify Asset Management Inc. | 170,383 | $3.6M | 0.78% | 2024-12-31 |
| 26 | Almanack Investment Partners, LLC. | 167,815 | $3.6M | 0.76% | 2024-12-31 |
| 27 | Whalen Wealth Management Inc. | 160,129 | $3.5M | 0.73% | 2025-09-30 |
| 28 | LifeWealth Investments, LLC | 156,466 | $3.4M | 0.71% | 2025-12-31 |
| 29 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 151,560 | $3.3M | 0.69% | 2025-03-31 |
| 30 | Hilltop Holdings Inc. | 145,310 | $3.2M | 0.66% | 2025-12-31 |
| 31 | B.O.S.S. Retirement Advisors, LLC | 144,340 | $3.2M | 0.66% | 2025-12-31 |
| 32 | Great Lakes Retirement, Inc. | 134,613 | $2.9M | 0.61% | 2025-12-31 |
| 33 | PRINCIPAL SECURITIES, INC. | 129,655 | $2.8M | 0.59% | 2025-12-31 |
| 34 | Gladstone Institutional Advisory LLC | 122,935 | $2.7M | 0.56% | 2025-12-31 |
| 35 | Elevated Capital Advisors, LLC | 111,926 | $2.5M | 0.51% | 2025-12-31 |
| 36 | Encompass More Asset Management | 92,398 | $2.0M | 0.42% | 2025-12-31 |
| 37 | Mutual Advisors, LLC | 87,134 | $1.9M | 0.39% | 2025-03-31 |
| 38 | Aegis Wealth Management, Inc. | 75,425 | $1.7M | 0.34% | 2025-12-31 |
| 39 | Royal Bank of Canada | 75,055 | $1.6M | 0.34% | 2025-12-31 |
| 40 | COMMONWEALTH EQUITY SERVICES, LLC | 72,127 | $1.6M | 0.33% | 2025-12-31 |
| 41 | Belpointe Asset Management LLC | 66,759 | $1.5M | 0.30% | 2025-12-31 |
| 42 | Proficio Capital Partners LLC | 61,713 | $1.4M | 0.28% | 2025-12-31 |
| 43 | IHT Wealth Management, LLC | 61,141 | $1.3M | 0.27% | 2025-12-31 |
| 44 | KESTRA PRIVATE WEALTH SERVICES, LLC | 60,755 | $1.3M | 0.27% | 2025-12-31 |
| 45 | GeoWealth Management, LLC | 60,371 | $1.3M | 0.27% | 2025-06-30 |
| 46 | BlackDiamond Wealth Management, LLC | 56,608 | $1.2M | 0.25% | 2024-12-31 |
| 47 | Centennial Advisors, LLC | 54,133 | $1.2M | 0.24% | 2025-12-31 |
| 48 | Summit Financial, LLC | 53,836 | $1.2M | 0.24% | 2025-12-31 |
| 49 | Csenge Advisory Group | 44,077 | $965.4K | 0.20% | 2025-12-31 |
| 50 | WESPAC Advisors, LLC | 42,338 | $927.3K | 0.19% | 2025-12-31 |
| 51 | Kingdom Financial Group LLC. | 40,648 | $890.3K | 0.18% | 2025-12-31 |
| 52 | Farther Finance Advisors, LLC | 36,464 | $798.7K | 0.16% | 2025-12-31 |
| 53 | SMART Wealth LLC | 33,583 | $735.6K | 0.15% | 2025-12-31 |
| 54 | Family Management Corp | 32,727 | $715.7K | 0.14% | 2025-09-30 |
| 55 | Ausdal Financial Partners, Inc. | 31,995 | $699.7K | 0.14% | 2025-09-30 |
| 56 | Straight Path Wealth Management | 31,447 | $688.8K | 0.14% | 2025-12-31 |
| 57 | Cambridge Advisors Inc. | 30,579 | $673.6K | 0.14% | 2025-06-30 |
| 58 | 4WEALTH ADVISORS, INC. | 29,557 | $647.4K | 0.13% | 2025-12-31 |
| 59 | Pekin Hardy Strauss, Inc. | 28,129 | $616.1K | 0.12% | 2025-12-31 |
| 60 | Financial Engines Advisors L.L.C. | 28,489 | $604.5K | 0.13% | 2024-12-31 |
| 61 | COMPASS CAPITAL CORP /MA/ /ADV | 26,531 | $579.0K | 0.12% | 2025-06-30 |
| 62 | ENVESTNET ASSET MANAGEMENT INC | 26,381 | $577.8K | 0.12% | 2025-12-31 |
| 63 | Professional Financial Advisors, LLC | 26,250 | $574.9K | 0.12% | 2025-12-31 |
| 64 | Equitable Holdings, Inc. | 26,008 | $569.7K | 0.11% | 2025-12-31 |
| 65 | RENAISSANCE TECHNOLOGIES LLC | 24,700 | $544.1K | 0.11% | 2025-06-30 |
| 66 | Bolthouse Investments, LLC | 24,119 | $511.8K | 0.11% | 2024-12-31 |
| 67 | CITADEL ADVISORS LLC | 20,300 | $444.6K | 0.09% | 2025-12-31 |
| 68 | OneDigital Investment Advisors LLC | 20,070 | $442.1K | 0.09% | 2025-06-30 |
| 69 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,040 | $438.9K | 0.09% | 2025-12-31 |
| 70 | Anchor Investment Management, LLC | 19,873 | $435.3K | 0.09% | 2025-12-31 |
| 71 | Belvedere Trading LLC | 19,701 | $434.0K | 0.09% | 2025-06-30 |
| 72 | MML INVESTORS SERVICES, LLC | 19,451 | $426.0K | 0.08% | 2025-12-31 |
| 73 | EVOLUTION WEALTH MANAGEMENT INC. | 18,979 | $415.7K | 0.08% | 2025-12-31 |
| 74 | OLD MISSION CAPITAL LLC | 18,734 | $410.3K | 0.08% | 2025-12-31 |
| 75 | Wealthcare Advisory Partners LLC | 18,070 | $398.1K | 0.08% | 2025-06-30 |
| 76 | J.Safra Asset Management Corp | 18,333 | $389.4K | 0.08% | 2024-12-31 |
| 77 | TOUNJIAN ADVISORY PARTNERS, LLC | 17,192 | $377.7K | 0.07% | 2025-06-30 |
| 78 | CWC Advisors, LLC. | 16,148 | $353.7K | 0.07% | 2025-12-31 |
| 79 | JANE STREET GROUP, LLC | 15,000 | $328.5K | 0.06% | 2025-12-31 |
| 80 | Magnus Financial Group LLC | 13,910 | $304.7K | 0.06% | 2025-12-31 |
| 81 | GOLDMAN SACHS GROUP INC | 13,801 | $302.3K | 0.06% | 2025-12-31 |
| 82 | Clarity Financial LLC | 13,280 | $290.9K | 0.06% | 2025-12-31 |
| 83 | Golden Reserve Retirement LLC | 12,873 | $282.0K | 0.05% | 2025-12-31 |
| 84 | Foundations Investment Advisors, LLC | 12,746 | $279.2K | 0.05% | 2025-12-31 |
| 85 | Brookstone Capital Management | 12,634 | $276.3K | 0.05% | 2025-09-30 |
| 86 | FSA Advisors, Inc. | 12,202 | $267.3K | 0.05% | 2025-12-31 |
| 87 | Trek Financial, LLC | 11,868 | $259.9K | 0.05% | 2025-12-31 |
| 88 | Ethos Financial Group, LLC | 11,671 | $257.1K | 0.05% | 2025-06-30 |
| 89 | FSR Wealth Management Ltd. | 11,275 | $247.0K | 0.05% | 2025-12-31 |
| 90 | Hamilton Point Investment Advisors, LLC | 11,000 | $242.3K | 0.05% | 2025-06-30 |
| 91 | BRIGHTON JONES LLC | 10,452 | $228.6K | 0.04% | 2025-09-30 |
| 92 | Longview Financial Advisors, Inc. | 10,263 | $224.8K | 0.04% | 2025-12-31 |
| 93 | Networth Advisors, LLC | 9,864 | $216.1K | 0.04% | 2025-12-31 |
| 94 | Signal Advisors Wealth, LLC | 9,808 | $215.5K | 0.04% | 2025-03-31 |
| 95 | NewEdge Advisors, LLC | 9,914 | $210.4K | 0.04% | 2024-12-31 |
| 96 | GFS Advisors, LLC | 9,450 | $208.0K | 0.04% | 2025-03-31 |
| 97 | OSAIC HOLDINGS, INC. | 9,451 | $207.0K | 0.04% | 2025-12-31 |
| 98 | UBS Group AG | 9,295 | $204.8K | 0.04% | 2025-06-30 |
| 99 | POM Investment Strategies, LLC | 8,623 | $189.4K | 0.03% | 2025-03-31 |
| 100 | Quest 10 Wealth Builders, Inc. | 7,984 | $174.9K | 0.03% | 2025-12-31 |
| 101 | Lord & Richards Wealth Management, LLC | 7,714 | $169.5K | 0.03% | 2025-03-31 |
| 102 | GROUP ONE TRADING LLC | 6,022 | $131.9K | 0.02% | 2025-12-31 |
| 103 | IFP Advisors, Inc | 5,971 | $130.8K | 0.02% | 2025-12-31 |
| 104 | Transce3nd, LLC | 5,484 | $120.8K | 0.02% | 2025-06-30 |
| 105 | Park Square Financial Group, LLC | 4,650 | $102.4K | 0.02% | 2025-06-30 |
| 106 | Larson Financial Group LLC | 3,750 | $82.4K | 0.01% | 2025-03-31 |
| 107 | BANK OF MONTREAL /CAN/ | 3,603 | $78.9K | 0.01% | 2025-12-31 |
| 108 | Key Capital Management, INC | 3,217 | $70.5K | 0.01% | 2025-12-31 |
| 109 | Southern Farm Bureau Life Insurance | 2,967,492 | $65.0K | 13.58% | 2025-12-31 |
| 110 | Colonial Trust Co / SC | 2,000 | $43.8K | 0.00% | 2025-12-31 |
| 111 | Decker Retirement Planning Inc. | 1,024 | $22.4K | 0.00% | 2025-09-30 |
| 112 | US BANCORP \DE\ | 900 | $19.7K | 0.00% | 2025-12-31 |
| 113 | PRIVATE TRUST CO NA | 820 | $18.0K | 0.00% | 2025-12-31 |
| 114 | Geneos Wealth Management Inc. | 781 | $17.1K | 0.00% | 2025-12-31 |
| 115 | Allworth Financial LP | 677 | $15.0K | 0.00% | 2025-03-31 |
| 116 | NATIONAL BANK OF CANADA /FI/ | 634 | $13.9K | 0.00% | 2025-12-31 |
| 117 | FLAGSHIP HARBOR ADVISORS, LLC | 550 | $12.1K | 0.00% | 2025-12-31 |
| 118 | Rockefeller Capital Management L.P. | 550 | $12.0K | 0.00% | 2025-12-31 |
| 119 | Advisory Services Network, LLC | 469 | $10.3K | 0.00% | 2025-09-30 |
| 120 | VIRTUS ADVISERS, LLC | 449 | $9.8K | 0.00% | 2025-12-31 |
| 121 | Financial Life Planners | 353 | $7.7K | 0.00% | 2025-09-30 |
| 122 | MORGAN STANLEY | 348 | $7.6K | 0.00% | 2025-12-31 |
| 123 | Painted Porch Advisors LLC | 285 | $6.2K | 0.00% | 2025-12-31 |
| 124 | Richard W. Paul & Associates, LLC | 263 | $5.7K | 0.00% | 2025-09-30 |
| 125 | Aspect Partners, LLC | 239 | $5.2K | 0.00% | 2025-09-30 |
| 126 | RAYMOND JAMES FINANCIAL INC | 228 | $5.0K | 0.00% | 2025-06-30 |
| 127 | Global Retirement Partners, LLC | 205 | $4.5K | 0.00% | 2025-06-30 |
| 128 | Copia Wealth Management | 121 | $2.7K | 0.00% | 2025-03-31 |
| 129 | PNC Financial Services Group, Inc. | 120 | $2.6K | 0.00% | 2025-03-31 |
| 130 | Pineridge Advisors LLC | 97 | $2.1K | 0.00% | 2025-09-30 |
| 131 | FLOW TRADERS U.S. LLC | 89,575 | $2.0K | 0.41% | 2025-03-31 |
| 132 | ASSETMARK, INC | 58 | $1.3K | 0.00% | 2025-12-31 |
| 133 | CIBC Private Wealth Group LLC | 35 | $771 | 0.00% | 2025-06-30 |
| 134 | Cambridge Investment Research Advisors, Inc. | 27,401 | $604 | 0.12% | 2025-06-30 |
| 135 | Capital A Wealth Management, LLC | 20 | $463 | 0.00% | 2025-09-30 |
| 136 | SIMPLEX TRADING, LLC | 8,697 | $190 | 0.03% | 2025-09-30 |
| 137 | WELLS FARGO & COMPANY/MN | 2 | $40 | 0.00% | 2025-12-31 |
| 138 | JPMORGAN CHASE & CO | 1 | $22 | 0.00% | 2025-12-31 |
| 139 | CWM, LLC | 48 | $1 | 0.00% | 2025-03-31 |
| 140 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |