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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 82889N673

SIMPLIFY EXCHANGE TRADED FUN

35 institutions · $24.5M total · 1,547,990 shares

#ManagerSharesValue% of TotalPeriod
1Ovata Capital Management Ltd1,250,000$19.2M80.74%2023-12-31
2Authentikos Wealth Advisory, LLC81,050$1.2M5.23%2025-12-31
3SUSQUEHANNA INTERNATIONAL GROUP, LLP33,979$680.6K2.19%2025-03-31
4Summit Financial, LLC22,031$612.5K1.42%2025-09-30
5Cambridge Advisors Inc.31,402$449.0K2.02%2025-12-31
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC24,403$384.1K1.57%2025-12-31
7JANE STREET GROUP, LLC10,708$286.2K0.69%2024-12-31
8OLD MISSION CAPITAL LLC13,791$276.2K0.89%2025-03-31
9Brinker Capital Investments, LLC9,658$268.5K0.62%2025-09-30
10Mid-American Wealth Advisory Group, Inc.17,693$253.0K1.14%2025-12-31
11NAPA WEALTH MANAGEMENT8,245$229.2K0.53%2025-09-30
12Orion Portfolio Solutions, LLC8,133$217.4K0.52%2025-03-31
13Belvedere Trading LLC7,900$211.2K0.51%2024-12-31
14CITADEL ADVISORS LLC10,620$151.8K0.68%2025-12-31
15ADVISOR GROUP HOLDINGS, INC.2,548$36.4K0.16%2025-12-31
16Luminist Capital LLC2,530$36.2K0.16%2025-12-31
17AlphaCore Capital LLC900$18.0K0.05%2025-03-31
18MAI Capital Management950$13.6K0.06%2025-12-31
19GROUP ONE TRADING, L.P.412$11.0K0.02%2025-03-31
20Caitlin John, LLC490$7.0K0.03%2025-12-31
21MORGAN STANLEY447$6.4K0.02%2025-12-31
22Sound Income Strategies, LLC300$6.0K0.01%2025-03-31
23UBS Group AG384$5.9K0.02%2023-12-31
24Parallel Advisors, LLC184$2.6K0.01%2025-12-31
25Tower Research Capital LLC (TRC)100$2.0K0.00%2025-03-31
26ORG Partners LLC66$1.8K0.00%2024-12-31
27TORNO CAPITAL, LLC100$1.4K0.00%2025-12-31
28WR Wealth Planners, LLC34$9090.00%2024-12-31
29MML INVESTORS SERVICES, LLC8,752$2340.56%2024-12-31
30AE Wealth Management LLC6$840.00%2025-12-31
31Cape Investment Advisory, Inc.3$830.00%2025-12-31
32CWM, LLC159$20.01%2025-12-31
33CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30
34SIMPLEX TRADING, LLC2$00.00%2025-09-30
35Royal Bank of Canada10$00.00%2025-12-31