CUSIP 82889N715
SIMPLIFY EXCHANGE TRADED FUN
27 institutions · $16.0M total · 733,770 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | PEAK FINANCIAL ADVISORS LLC | 229,983 | $5.4M | 31.34% | 2023-09-30 |
| 2 | WEALTHSOURCE PARTNERS, LLC | 110,709 | $2.6M | 15.08% | 2023-09-30 |
| 3 | Herr Investment Group LLC | 103,358 | $2.2M | 14.08% | 2024-06-30 |
| 4 | JANE STREET GROUP, LLC | 45,823 | $975.0K | 6.24% | 2025-03-31 |
| 5 | Lionsbridge Wealth Management LLC | 34,511 | $776.6K | 4.70% | 2023-12-31 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 32,968 | $701.5K | 4.49% | 2025-03-31 |
| 7 | AVANTAX ADVISORY SERVICES, INC. | 30,924 | $695.9K | 4.21% | 2023-12-31 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,174 | $620.7K | 3.97% | 2025-03-31 |
| 9 | Kestra Advisory Services, LLC | 14,570 | $327.9K | 1.98% | 2023-12-31 |
| 10 | Private Advisor Group, LLC | 12,749 | $297.6K | 1.73% | 2023-09-30 |
| 11 | WOLVERINE TRADING, LLC | 12,397 | $268.1K | 1.68% | 2024-09-30 |
| 12 | CITADEL ADVISORS LLC | 10,952 | $255.6K | 1.49% | 2023-09-30 |
| 13 | OLD MISSION CAPITAL LLC | 11,805 | $246.4K | 1.60% | 2024-06-30 |
| 14 | BANK OF MONTREAL /CAN/ | 9,670 | $209.1K | 1.31% | 2024-09-30 |
| 15 | Toroso Investments, LLC | 9,028 | $203.2K | 1.23% | 2023-12-31 |
| 16 | Worth Asset Management, LLC | 7,968 | $187.0K | 1.08% | 2023-06-30 |
| 17 | Royal Bank of Canada | 3,110 | $66.0K | 0.42% | 2025-09-30 |
| 18 | ADVISOR GROUP HOLDINGS, INC. | 1,625 | $36.6K | 0.22% | 2023-12-31 |
| 19 | WELLS FARGO & COMPANY/MN | 1,100 | $22.7K | 0.14% | 2024-12-31 |
| 20 | NewEdge Advisors, LLC | 600 | $14.0K | 0.08% | 2023-03-31 |
| 21 | Parallel Advisors, LLC | 500 | $11.7K | 0.06% | 2024-03-31 |
| 22 | UBS Group AG | 505 | $10.7K | 0.06% | 2025-03-31 |
| 23 | FIFTH THIRD BANCORP | 43 | $921 | 0.00% | 2024-09-30 |
| 24 | Cambridge Investment Research Advisors, Inc. | 19,695 | $419 | 2.68% | 2025-03-31 |
| 25 | MORGAN STANLEY | 2 | $43 | 0.00% | 2025-03-31 |
| 26 | FMR LLC | 1 | $23 | 0.00% | 2024-03-31 |
| 27 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-03-31 |