CUSIP 82889N731
SIMPLIFY EXCHANGE TRADED FUN
11 institutions · $14.7M total · 1,003,982 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 357,068 | $6.6M | 35.56% | 2023-03-31 |
| 2 | Resources Investment Advisors, LLC. | 287,407 | $5.4M | 28.62% | 2023-12-31 |
| 3 | Kathmere Capital Management, LLC | 57,795 | $1.1M | 5.75% | 2023-06-30 |
| 4 | Ausdal Financial Partners, Inc. | 39,474 | $777.6K | 3.93% | 2023-09-30 |
| 5 | Professional Financial Advisors, LLC | 38,639 | $712.7K | 3.84% | 2023-03-31 |
| 6 | OLD MISSION CAPITAL LLC | 2,916 | $53.8K | 0.29% | 2023-03-31 |
| 7 | UBS Group AG | 1,091 | $20.4K | 0.10% | 2023-12-31 |
| 8 | IFP Advisors, Inc | 610 | $11.4K | 0.06% | 2023-12-31 |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 218,968 | $4.1K | 21.80% | 2023-12-31 |
| 10 | Luken Investment Analytics, LLC | 14 | $258 | 0.00% | 2023-03-31 |
| 11 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2023-12-31 |