CUSIP 82889N723
SIMPLIFY EXCHANGE TRADED FUN
114 institutions · $244.3M total · 11,906,446 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 1,859,127 | $38.5M | 15.61% | 2025-12-31 |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1,085,134 | $22.5M | 9.11% | 2025-12-31 |
| 3 | AE Wealth Management LLC | 751,137 | $15.5M | 6.30% | 2025-12-31 |
| 4 | Stadion Money Management, LLC | 678,141 | $14.0M | 5.69% | 2025-12-31 |
| 5 | Great Diamond Partners, LLC | 480,607 | $9.9M | 4.03% | 2025-12-31 |
| 6 | LPL Financial LLC | 407,470 | $8.4M | 3.42% | 2025-12-31 |
| 7 | Park Edge Advisors, LLC | 364,262 | $7.5M | 3.05% | 2025-12-31 |
| 8 | LINCOLN NATIONAL CORP | 336,207 | $7.2M | 2.82% | 2024-03-31 |
| 9 | Buck Wealth Strategies, LLC | 313,444 | $6.5M | 2.63% | 2025-06-30 |
| 10 | Financial Enhancement Group LLC | 302,574 | $6.3M | 2.54% | 2025-12-31 |
| 11 | OSAIC HOLDINGS, INC. | 260,241 | $5.4M | 2.18% | 2025-12-31 |
| 12 | WealthPlan Investment Management, LLC | 258,407 | $5.3M | 2.17% | 2025-12-31 |
| 13 | POM Investment Strategies, LLC | 242,601 | $5.0M | 2.03% | 2025-12-31 |
| 14 | Elevated Capital Advisors, LLC | 233,476 | $4.8M | 1.96% | 2025-12-31 |
| 15 | PRINCIPAL SECURITIES, INC. | 213,832 | $4.4M | 1.79% | 2025-12-31 |
| 16 | Envestnet Portfolio Solutions, Inc. | 177,394 | $3.7M | 1.48% | 2025-12-31 |
| 17 | Ethos Financial Group, LLC | 161,442 | $3.3M | 1.35% | 2025-06-30 |
| 18 | Key Capital Management, INC | 148,639 | $3.1M | 1.24% | 2025-12-31 |
| 19 | AVANTAX ADVISORY SERVICES, INC. | 138,554 | $2.9M | 1.16% | 2025-06-30 |
| 20 | Encompass More Asset Management | 137,130 | $2.8M | 1.15% | 2025-12-31 |
| 21 | Optivise Advisory Services LLC | 136,115 | $2.8M | 1.14% | 2025-06-30 |
| 22 | IFS Group,LLC | 132,825 | $2.8M | 1.11% | 2025-09-30 |
| 23 | Orion Porfolio Solutions, LLC | 131,921 | $2.7M | 1.10% | 2025-12-31 |
| 24 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 130,719 | $2.7M | 1.09% | 2025-12-31 |
| 25 | HOWARD BAILEY SECURITIES, LLC | 124,005 | $2.6M | 1.04% | 2025-12-31 |
| 26 | Authentikos Wealth Advisory, LLC | 114,446 | $2.4M | 0.96% | 2025-12-31 |
| 27 | Beacon Capital Management, LLC | 110,435 | $2.3M | 0.92% | 2025-12-31 |
| 28 | WEALTHGARDEN F.S. LLC | 100,319 | $2.2M | 0.84% | 2024-09-30 |
| 29 | B.O.S.S. Retirement Advisors, LLC | 103,124 | $2.1M | 0.86% | 2025-12-31 |
| 30 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 97,642 | $2.0M | 0.82% | 2025-06-30 |
| 31 | FSA Advisors, Inc. | 91,353 | $1.9M | 0.76% | 2025-12-31 |
| 32 | EVOLUTION WEALTH MANAGEMENT INC. | 86,988 | $1.8M | 0.73% | 2025-12-31 |
| 33 | JANE STREET GROUP, LLC | 81,934 | $1.7M | 0.68% | 2025-09-30 |
| 34 | J HAGAN CAPITAL, INC. | 79,590 | $1.6M | 0.66% | 2025-12-31 |
| 35 | SFG Wealth Management, LLC. | 75,245 | $1.6M | 0.63% | 2024-09-30 |
| 36 | CreativeOne Wealth, LLC | 70,645 | $1.5M | 0.59% | 2025-12-31 |
| 37 | NWAM LLC | 71,810 | $1.5M | 0.60% | 2025-12-31 |
| 38 | IEQ CAPITAL, LLC | 69,603 | $1.4M | 0.58% | 2025-12-31 |
| 39 | KESTRA PRIVATE WEALTH SERVICES, LLC | 67,336 | $1.4M | 0.56% | 2025-12-31 |
| 40 | Prosperity Wealth Management, Inc. | 59,301 | $1.2M | 0.49% | 2025-09-30 |
| 41 | Integrated Advisors Network LLC | 53,456 | $1.1M | 0.44% | 2025-12-31 |
| 42 | TOWNSQUARE CAPITAL LLC | 52,242 | $1.1M | 0.43% | 2025-03-31 |
| 43 | Cetera Investment Advisers | 53,170 | $1.1M | 0.44% | 2025-12-31 |
| 44 | OLD MISSION CAPITAL LLC | 51,130 | $1.1M | 0.42% | 2025-12-31 |
| 45 | KG&L Capital Management,LLC | 51,129 | $1.1M | 0.42% | 2025-12-31 |
| 46 | GK Wealth Management LLC | 47,551 | $984.3K | 0.39% | 2025-12-31 |
| 47 | Financial Partners Group, Inc | 46,566 | $964.4K | 0.39% | 2025-12-31 |
| 48 | Blackston Financial Advisory Group, LLC | 43,960 | $910.0K | 0.36% | 2025-12-31 |
| 49 | Greykasell Wealth Strategies, Inc. | 39,332 | $814.2K | 0.33% | 2025-12-31 |
| 50 | Brookwood Investment Group LLC | 36,636 | $758.4K | 0.30% | 2025-12-31 |
| 51 | Advisory Services Network, LLC | 35,690 | $738.8K | 0.29% | 2025-12-31 |
| 52 | COMMONWEALTH EQUITY SERVICES, LLC | 35,498 | $734.8K | 0.29% | 2025-12-31 |
| 53 | Andina Capital Management, LLC | 34,281 | $709.6K | 0.28% | 2025-12-31 |
| 54 | Sanctuary Advisors, LLC | 34,269 | $709.4K | 0.28% | 2025-12-31 |
| 55 | Balance Wealth, LLC | 32,855 | $680.1K | 0.27% | 2025-12-31 |
| 56 | Networth Advisors, LLC | 32,464 | $672.0K | 0.27% | 2025-12-31 |
| 57 | Bay Rivers Group | 27,802 | $575.5K | 0.23% | 2025-12-31 |
| 58 | WOLVERINE TRADING, LLC | 24,519 | $532.1K | 0.20% | 2024-09-30 |
| 59 | Legacy Investment Solutions, LLC | 25,618 | $528.8K | 0.21% | 2025-06-30 |
| 60 | WINNOW WEALTH LLC | 25,100 | $527.1K | 0.21% | 2025-12-31 |
| 61 | Worth Asset Management, LLC | 24,689 | $511.1K | 0.20% | 2025-12-31 |
| 62 | IHT Wealth Management, LLC | 24,648 | $510.2K | 0.20% | 2025-12-31 |
| 63 | L2 Asset Management, LLC | 24,366 | $502.9K | 0.20% | 2025-06-30 |
| 64 | CITADEL ADVISORS LLC | 24,060 | $498.3K | 0.20% | 2025-09-30 |
| 65 | Mach-1 Financial Group, LLC | 22,529 | $466.4K | 0.18% | 2025-12-31 |
| 66 | Legacy Wealth Managment, LLC/ID | 22,311 | $461.8K | 0.18% | 2025-12-31 |
| 67 | WealthPLAN Partners, LLC | 22,296 | $461.5K | 0.18% | 2025-12-31 |
| 68 | Cooper Financial Group | 21,805 | $451.4K | 0.18% | 2025-12-31 |
| 69 | Revisor Wealth Management LLC | 18,902 | $391.8K | 0.15% | 2025-12-31 |
| 70 | Foundations Investment Advisors, LLC | 18,674 | $386.6K | 0.15% | 2025-12-31 |
| 71 | MERCER GLOBAL ADVISORS INC /ADV | 17,736 | $367.1K | 0.14% | 2025-12-31 |
| 72 | Magnolia Private Wealth, LLC | 17,400 | $360.2K | 0.14% | 2025-12-31 |
| 73 | Prime Capital Investment Advisors, LLC | 17,200 | $356.0K | 0.14% | 2025-12-31 |
| 74 | Lloyd Advisory Services, LLC. | 16,233 | $336.0K | 0.13% | 2025-12-31 |
| 75 | Aspen Wealth Strategies, LLC | 16,077 | $332.8K | 0.13% | 2025-12-31 |
| 76 | Wealthcare Advisory Partners LLC | 15,008 | $309.8K | 0.12% | 2025-06-30 |
| 77 | Integrated Wealth Concepts LLC | 14,565 | $300.5K | 0.12% | 2024-12-31 |
| 78 | NewEdge Advisors, LLC | 14,025 | $290.3K | 0.11% | 2025-12-31 |
| 79 | Steward Partners Investment Advisory, LLC | 13,151 | $272.2K | 0.11% | 2025-12-31 |
| 80 | Decker Retirement Planning Inc. | 12,992 | $268.9K | 0.10% | 2025-12-31 |
| 81 | TWO SIGMA SECURITIES, LLC | 12,702 | $263.1K | 0.10% | 2025-09-30 |
| 82 | GOLDMAN SACHS GROUP INC | 12,194 | $252.5K | 0.10% | 2025-09-30 |
| 83 | Atria Wealth Solutions, Inc. | 12,150 | $250.8K | 0.10% | 2025-06-30 |
| 84 | Fiduciary Alliance LLC | 12,049 | $248.7K | 0.10% | 2025-06-30 |
| 85 | MML INVESTORS SERVICES, LLC | 11,880 | $245.9K | 0.09% | 2025-12-31 |
| 86 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,279 | $233.5K | 0.09% | 2025-12-31 |
| 87 | NAPA WEALTH MANAGEMENT | 10,137 | $209.2K | 0.08% | 2025-06-30 |
| 88 | Sigma Planning Corp | 9,737 | $201.6K | 0.08% | 2025-12-31 |
| 89 | Guerra Advisors Inc | 7,638 | $158.2K | 0.06% | 2025-09-30 |
| 90 | Arkadios Wealth Advisors | 6,599 | $136.6K | 0.05% | 2025-12-31 |
| 91 | Aptus Capital Advisors, LLC | 5,362 | $111.0K | 0.04% | 2025-09-30 |
| 92 | Royal Bank of Canada | 4,744 | $98.0K | 0.03% | 2025-12-31 |
| 93 | STANCE CAPITAL LLC | 3,198 | $66.2K | 0.02% | 2025-09-30 |
| 94 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,560 | $53.0K | 0.02% | 2025-12-31 |
| 95 | Van Hulzen Asset Management, LLC | 2,349 | $48.5K | 0.01% | 2024-12-31 |
| 96 | NBC SECURITIES, INC. | 2,033 | $42.1K | 0.01% | 2025-12-31 |
| 97 | Sound Income Strategies, LLC | 1,832 | $38.0K | 0.01% | 2025-12-31 |
| 98 | COMERICA BANK | 1,652 | $34.2K | 0.01% | 2025-09-30 |
| 99 | Farther Finance Advisors, LLC | 1,490 | $30.8K | 0.01% | 2025-12-31 |
| 100 | Strive Financial Group ,LLC | 1,460 | $30.2K | 0.01% | 2025-12-31 |
| 101 | UBS Group AG | 892 | $18.5K | 0.00% | 2025-12-31 |
| 102 | Allworth Financial LP | 769 | $15.9K | 0.00% | 2025-12-31 |
| 103 | PNC Financial Services Group, Inc. | 689 | $14.3K | 0.00% | 2025-12-31 |
| 104 | MORGAN STANLEY | 563 | $11.7K | 0.00% | 2025-12-31 |
| 105 | Triumph Capital Management | 200 | $4.1K | 0.00% | 2025-12-31 |
| 106 | Ameritas Advisory Services, LLC | 182 | $3.8K | 0.00% | 2025-06-30 |
| 107 | Cambridge Investment Research Advisors, Inc. | 52,008 | $1.1K | 0.43% | 2025-06-30 |
| 108 | Thrivent Financial for Lutherans | 24,985 | $517 | 0.20% | 2025-12-31 |
| 109 | Janney Montgomery Scott LLC | 17,450 | $360 | 0.14% | 2025-06-30 |
| 110 | PARK AVENUE SECURITIES LLC | 15,473 | $320 | 0.12% | 2025-12-31 |
| 111 | HRT FINANCIAL LP | 12,450 | $257 | 0.10% | 2025-12-31 |
| 112 | Capital Analysts, LLC | 530 | $11 | 0.00% | 2024-12-31 |
| 113 | PIN OAK INVESTMENT ADVISORS INC | 100 | $2 | 0.00% | 2025-12-31 |
| 114 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |