CUSIP 82889N764
SIMPLIFY EXCHANGE TRADED FUN
114 institutions · $257.1M total · 8,808,637 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Private Advisor Group, LLC | 1,120,557 | $35.9M | 12.72% | 2025-12-31 |
| 2 | WealthPlan Investment Management, LLC | 558,344 | $17.9M | 6.33% | 2025-12-31 |
| 3 | Keudell/Morrison Wealth Management | 517,138 | $16.6M | 5.87% | 2025-12-31 |
| 4 | LPL Financial LLC | 459,311 | $14.7M | 5.21% | 2025-12-31 |
| 5 | Orion Porfolio Solutions, LLC | 541,710 | $14.3M | 6.14% | 2025-06-30 |
| 6 | Leo Wealth, LLC | 331,506 | $10.6M | 3.76% | 2025-12-31 |
| 7 | WealthPLAN Partners, LLC | 304,476 | $9.8M | 3.45% | 2025-12-31 |
| 8 | ARQ WEALTH ADVISORS, LLC | 273,051 | $8.8M | 3.09% | 2025-12-31 |
| 9 | STEPHENS INC /AR/ | 208,209 | $6.7M | 2.36% | 2025-12-31 |
| 10 | Kovack Advisors, Inc. | 196,507 | $6.3M | 2.23% | 2025-12-31 |
| 11 | HighTower Advisors, LLC | 172,180 | $5.5M | 1.95% | 2025-12-31 |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 147,330 | $4.7M | 1.67% | 2025-12-31 |
| 13 | Meridian Wealth Management, LLC | 133,850 | $4.3M | 1.51% | 2025-12-31 |
| 14 | Belpointe Asset Management LLC | 139,806 | $4.2M | 1.58% | 2025-06-30 |
| 15 | Financial Enhancement Group LLC | 128,133 | $4.1M | 1.45% | 2025-12-31 |
| 16 | Peterson Wealth Advisors, LLC | 128,161 | $4.1M | 1.45% | 2025-12-31 |
| 17 | Ameritas Advisory Services, LLC | 127,050 | $4.1M | 1.44% | 2025-12-31 |
| 18 | MML INVESTORS SERVICES, LLC | 125,096 | $4.0M | 1.42% | 2025-12-31 |
| 19 | OSAIC HOLDINGS, INC. | 112,909 | $3.6M | 1.28% | 2025-12-31 |
| 20 | UBS Group AG | 112,662 | $3.6M | 1.27% | 2025-12-31 |
| 21 | VICTORY FINANCIAL GROUP, LLC | 108,149 | $3.5M | 1.22% | 2025-12-31 |
| 22 | SMITH, MOORE & CO. | 106,626 | $3.4M | 1.21% | 2025-12-31 |
| 23 | HARMONY ASSET MANAGEMENT LLC | 106,545 | $3.4M | 1.20% | 2025-12-31 |
| 24 | Sound Financial Strategies Group, LLC | 100,735 | $3.2M | 1.14% | 2025-12-31 |
| 25 | Steward Partners Investment Advisory, LLC | 98,622 | $3.2M | 1.11% | 2025-12-31 |
| 26 | Dynamic Advisor Solutions LLC | 96,711 | $3.1M | 1.09% | 2025-12-31 |
| 27 | Sowell Financial Services LLC | 90,169 | $2.9M | 1.02% | 2025-12-31 |
| 28 | Parallel Advisors, LLC | 88,485 | $2.8M | 1.00% | 2025-12-31 |
| 29 | OneDigital Investment Advisors LLC | 84,134 | $2.7M | 0.95% | 2025-12-31 |
| 30 | 3EDGE Asset Management, LP | 87,080 | $2.6M | 0.98% | 2025-06-30 |
| 31 | Equitable Holdings, Inc. | 72,407 | $2.3M | 0.82% | 2025-12-31 |
| 32 | Wise Wealth Partners | 75,376 | $2.2M | 0.85% | 2025-03-31 |
| 33 | EVOLUTION WEALTH MANAGEMENT INC. | 64,220 | $2.1M | 0.72% | 2025-12-31 |
| 34 | Stratos Wealth Advisors, LLC | 62,780 | $2.0M | 0.71% | 2025-12-31 |
| 35 | JANE STREET GROUP, LLC | 66,174 | $2.0M | 0.75% | 2025-06-30 |
| 36 | Rockefeller Capital Management L.P. | 59,033 | $1.9M | 0.67% | 2025-12-31 |
| 37 | CAPTRUST FINANCIAL ADVISORS | 48,722 | $1.6M | 0.55% | 2025-12-31 |
| 38 | L.M. KOHN & COMPANY | 49,195 | $1.5M | 0.55% | 2025-06-30 |
| 39 | ATX Financial Planning, LLC | 44,823 | $1.4M | 0.50% | 2025-12-31 |
| 40 | Smartleaf Asset Management LLC | 39,646 | $1.3M | 0.45% | 2025-12-31 |
| 41 | Mariner, LLC | 36,643 | $1.2M | 0.41% | 2025-12-31 |
| 42 | BFI Wealth Solutions, LLC | 34,884 | $1.1M | 0.39% | 2025-12-31 |
| 43 | CreativeOne Wealth, LLC | 33,936 | $1.1M | 0.38% | 2025-12-31 |
| 44 | JPMORGAN CHASE & CO | 33,000 | $1.1M | 0.37% | 2025-12-31 |
| 45 | SFG Wealth Management, LLC. | 36,936 | $1.1M | 0.41% | 2025-03-31 |
| 46 | Cambridge Advisors Inc. | 32,539 | $1.0M | 0.36% | 2025-12-31 |
| 47 | Skyline Advisors, Inc. | 30,861 | $927.4K | 0.35% | 2025-06-30 |
| 48 | MATHER GROUP, LLC. | 29,514 | $781.8K | 0.33% | 2024-06-30 |
| 49 | Encompass More Asset Management | 23,831 | $763.8K | 0.27% | 2025-12-31 |
| 50 | Cetera Investment Advisers | 23,465 | $752.1K | 0.26% | 2025-12-31 |
| 51 | Ausdal Financial Partners, Inc. | 24,015 | $750.2K | 0.27% | 2025-09-30 |
| 52 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,807 | $743.7K | 0.27% | 2025-09-30 |
| 53 | PFG Advisors | 22,278 | $714.0K | 0.25% | 2025-12-31 |
| 54 | Lionsbridge Wealth Management LLC | 23,019 | $691.7K | 0.26% | 2025-06-30 |
| 55 | Bay Rivers Group | 19,762 | $633.4K | 0.22% | 2025-12-31 |
| 56 | GTS SECURITIES LLC | 18,629 | $581.9K | 0.21% | 2025-09-30 |
| 57 | TD Waterhouse Canada Inc. | 17,614 | $517.7K | 0.19% | 2024-12-31 |
| 58 | BLUE JEAN FINANCIAL LLC | 15,832 | $507.4K | 0.17% | 2025-12-31 |
| 59 | Hilltop Holdings Inc. | 15,781 | $505.8K | 0.17% | 2025-12-31 |
| 60 | BANK OF AMERICA CORP /DE/ | 16,493 | $495.6K | 0.18% | 2025-06-30 |
| 61 | PFG Investments, LLC | 14,818 | $445.3K | 0.16% | 2025-06-30 |
| 62 | COMMONWEALTH EQUITY SERVICES, LLC | 13,402 | $429.6K | 0.15% | 2025-12-31 |
| 63 | MIDDLETON & CO INC/MA | 13,025 | $417.5K | 0.14% | 2025-12-31 |
| 64 | OLD MISSION CAPITAL LLC | 12,920 | $414.1K | 0.14% | 2025-12-31 |
| 65 | Western Wealth Management, LLC | 12,792 | $410.0K | 0.14% | 2025-12-31 |
| 66 | Brookwood Investment Group LLC | 10,989 | $352.2K | 0.12% | 2025-12-31 |
| 67 | Diversify Advisory Services, LLC | 10,784 | $349.1K | 0.12% | 2025-12-31 |
| 68 | CITADEL ADVISORS LLC | 10,942 | $341.8K | 0.12% | 2025-09-30 |
| 69 | Proficio Capital Partners LLC | 10,470 | $335.6K | 0.11% | 2025-12-31 |
| 70 | Advyzon Investment Management, LLC | 9,593 | $307.5K | 0.10% | 2025-12-31 |
| 71 | Independence Wealth Advisors, LLC | 9,257 | $296.7K | 0.10% | 2025-12-31 |
| 72 | Stratos Investment Management, LLC | 8,221 | $263.5K | 0.09% | 2025-12-31 |
| 73 | MORGAN STANLEY | 8,153 | $261.3K | 0.09% | 2025-12-31 |
| 74 | WOLVERINE TRADING, LLC | 8,415 | $252.4K | 0.09% | 2025-06-30 |
| 75 | Plan Group Financial, LLC | 7,826 | $250.8K | 0.08% | 2025-12-31 |
| 76 | DAVENPORT & Co LLC | 8,021 | $250.5K | 0.09% | 2025-09-30 |
| 77 | Ashton Thomas Private Wealth, LLC | 8,629 | $246.6K | 0.09% | 2025-03-31 |
| 78 | Atria Wealth Solutions, Inc. | 8,010 | $240.7K | 0.09% | 2025-06-30 |
| 79 | Golden State Wealth Management, LLC | 6,986 | $223.9K | 0.07% | 2025-12-31 |
| 80 | Chatterton & Associates Inc. | 6,915 | $221.6K | 0.07% | 2025-12-31 |
| 81 | Wealthcare Advisory Partners LLC | 7,103 | $205.1K | 0.08% | 2024-09-30 |
| 82 | Foundations Investment Advisors, LLC | 6,944 | $200.5K | 0.07% | 2024-09-30 |
| 83 | NBC SECURITIES, INC. | 6,027 | $193.2K | 0.06% | 2025-12-31 |
| 84 | AE Wealth Management LLC | 5,932 | $190.1K | 0.06% | 2025-12-31 |
| 85 | Royal Bank of Canada | 4,988 | $160.0K | 0.05% | 2025-12-31 |
| 86 | Northwest Capital Management Inc | 3,747 | $112.6K | 0.04% | 2025-06-30 |
| 87 | Advisors Preferred, LLC | 3,486 | $111.7K | 0.03% | 2025-12-31 |
| 88 | Avior Wealth Management, LLC | 3,656 | $107.8K | 0.04% | 2024-12-31 |
| 89 | CGC Financial Services, LLC | 3,115 | $99.8K | 0.03% | 2025-12-31 |
| 90 | Reyes Financial Architecture, Inc. | 2,854 | $91.5K | 0.03% | 2025-12-31 |
| 91 | Longview Financial Advisors LLC | 2,421 | $77.6K | 0.02% | 2025-12-31 |
| 92 | Sunrise Financial Services, LLC | 1,942 | $62.2K | 0.02% | 2025-12-31 |
| 93 | Kestra Advisory Services, LLC | 1,547 | $49.6K | 0.01% | 2025-12-31 |
| 94 | PRINCIPAL SECURITIES, INC. | 1,545 | $48.3K | 0.01% | 2025-09-30 |
| 95 | US BANCORP \DE\ | 1,340 | $42.9K | 0.01% | 2025-12-31 |
| 96 | Morton Brown Family Wealth, LLC | 1,311 | $37.5K | 0.01% | 2025-03-31 |
| 97 | HARBOUR INVESTMENTS, INC. | 995 | $31.9K | 0.01% | 2025-12-31 |
| 98 | Alpine Bank Wealth Management | 901 | $28.1K | 0.01% | 2025-09-30 |
| 99 | Kiker Wealth Management, LLC | 962 | $27.5K | 0.01% | 2025-03-31 |
| 100 | WELLS FARGO & COMPANY/MN | 650 | $20.8K | 0.00% | 2025-12-31 |
| 101 | ASSETMARK, INC | 628 | $20.1K | 0.00% | 2025-12-31 |
| 102 | CWM, LLC | 605,285 | $19.4K | 6.87% | 2025-12-31 |
| 103 | NATIONAL BANK OF CANADA /FI/ | 504 | $16.1K | 0.00% | 2025-12-31 |
| 104 | Global Retirement Partners, LLC | 464 | $14.9K | 0.00% | 2025-12-31 |
| 105 | Nova Wealth Management, Inc. | 492 | $14.8K | 0.00% | 2025-06-30 |
| 106 | Larson Financial Group LLC | 450 | $14.4K | 0.00% | 2025-12-31 |
| 107 | Advisory Services Network, LLC | 396 | $12.4K | 0.00% | 2025-09-30 |
| 108 | RAYMOND JAMES FINANCIAL INC | 304 | $9.1K | 0.00% | 2025-06-30 |
| 109 | COMERICA BANK | 140 | $4.5K | 0.00% | 2025-12-31 |
| 110 | Farther Finance Advisors, LLC | 56 | $1.7K | 0.00% | 2025-09-30 |
| 111 | Cambridge Investment Research Advisors, Inc. | 28,491 | $913 | 0.32% | 2025-12-31 |
| 112 | DHJJ Financial Advisors, Ltd. | 20 | $641 | 0.00% | 2025-12-31 |
| 113 | Betterment LLC | 9,316 | $299 | 0.10% | 2025-12-31 |
| 114 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |