CUSIP 82889N772
SIMPLIFY EXCHANGE TRADED FUN
130 institutions · $223.6M total · 6,413,290 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 905,040 | $33.1M | 14.11% | 2025-12-31 |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 666,796 | $24.9M | 10.39% | 2025-12-31 |
| 3 | WCG Wealth Advisors LLC | 502,877 | $18.4M | 7.84% | 2025-12-31 |
| 4 | FOURPATH CAPITAL MANAGEMENT, LLC | 480,216 | $17.6M | 7.48% | 2025-12-31 |
| 5 | HighTower Advisors, LLC | 383,578 | $14.0M | 5.98% | 2025-12-31 |
| 6 | Gladstone Institutional Advisory LLC | 362,087 | $13.3M | 5.64% | 2025-12-31 |
| 7 | Diversify Advisory Services, LLC | 299,920 | $9.7M | 4.67% | 2024-09-30 |
| 8 | CIBC WORLD MARKET INC. | 212,708 | $7.8M | 3.31% | 2025-12-31 |
| 9 | LEE DANNER & BASS INC | 160,652 | $5.9M | 2.50% | 2025-12-31 |
| 10 | RAYMOND JAMES FINANCIAL INC | 151,802 | $5.6M | 2.36% | 2025-12-31 |
| 11 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 108,114 | $4.0M | 1.68% | 2025-12-31 |
| 12 | Copia Wealth Management | 92,951 | $3.4M | 1.44% | 2025-12-31 |
| 13 | PRIMORIS WEALTH ADVISORS, LLC | 86,075 | $3.2M | 1.34% | 2025-12-31 |
| 14 | BYRNE FINANCIAL FREEDOM, LLC | 102,940 | $3.1M | 1.60% | 2025-03-31 |
| 15 | STIFEL FINANCIAL CORP | 73,276 | $2.7M | 1.14% | 2025-12-31 |
| 16 | Summit Financial, LLC | 72,048 | $2.6M | 1.12% | 2025-12-31 |
| 17 | Stratos Investment Management, LLC | 79,679 | $2.4M | 1.24% | 2025-06-30 |
| 18 | Foundations Investment Advisors, LLC | 64,313 | $2.4M | 1.00% | 2025-12-31 |
| 19 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 66,678 | $2.2M | 1.03% | 2024-09-30 |
| 20 | Ausdal Financial Partners, Inc. | 56,155 | $2.1M | 0.87% | 2025-12-31 |
| 21 | OSAIC HOLDINGS, INC. | 55,776 | $2.0M | 0.86% | 2025-12-31 |
| 22 | Haven Private, LLC | 49,040 | $1.8M | 0.76% | 2025-12-31 |
| 23 | U.S. Capital Wealth Advisors, LLC | 59,850 | $1.8M | 0.93% | 2024-12-31 |
| 24 | Flagship Private Wealth, LLC | 44,766 | $1.6M | 0.69% | 2025-12-31 |
| 25 | TAP Consulting, LLC | 51,323 | $1.5M | 0.80% | 2024-12-31 |
| 26 | B. Riley Wealth Advisors, Inc. | 41,563 | $1.5M | 0.64% | 2025-12-31 |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41,070 | $1.5M | 0.64% | 2025-12-31 |
| 28 | Ironsides Asset Advisors, LLC | 39,154 | $1.4M | 0.61% | 2025-12-31 |
| 29 | Sanctuary Advisors, LLC | 39,108 | $1.4M | 0.60% | 2025-12-31 |
| 30 | Vontobel Holding Ltd. | 43,888 | $1.1M | 0.68% | 2024-06-30 |
| 31 | TWO SIGMA INVESTMENTS, LP | 29,100 | $1.1M | 0.45% | 2025-12-31 |
| 32 | RATIONAL ADVISORS, INC. | 35,000 | $1.0M | 0.54% | 2025-03-31 |
| 33 | CAPTRUST FINANCIAL ADVISORS | 40,692 | $1.0M | 0.63% | 2023-12-31 |
| 34 | WMG Financial Advisors, LLC | 27,573 | $1.0M | 0.42% | 2025-12-31 |
| 35 | LEVEL FOUR ADVISORY SERVICES, LLC | 26,361 | $964.8K | 0.41% | 2025-12-31 |
| 36 | Royal Bank of Canada | 25,070 | $918.0K | 0.39% | 2025-12-31 |
| 37 | Gambit Capital Management, LLC | 25,065 | $917.4K | 0.39% | 2025-12-31 |
| 38 | Private Advisor Group, LLC | 24,830 | $908.8K | 0.38% | 2025-12-31 |
| 39 | WESPAC Advisors, LLC | 30,478 | $893.3K | 0.47% | 2025-03-31 |
| 40 | Stratos Wealth Advisors, LLC | 23,522 | $860.9K | 0.36% | 2025-12-31 |
| 41 | PFG Advisors | 25,653 | $842.2K | 0.39% | 2024-09-30 |
| 42 | Cambridge Advisors Inc. | 22,686 | $830.3K | 0.35% | 2025-12-31 |
| 43 | CITADEL ADVISORS LLC | 24,974 | $732.0K | 0.38% | 2025-03-31 |
| 44 | MML INVESTORS SERVICES, LLC | 19,231 | $703.9K | 0.29% | 2025-12-31 |
| 45 | D. E. Shaw & Co., Inc. | 21,990 | $697.3K | 0.34% | 2025-09-30 |
| 46 | Cetera Advisors LLC | 21,594 | $667.7K | 0.33% | 2024-03-31 |
| 47 | JT Stratford LLC | 17,877 | $654.3K | 0.27% | 2025-12-31 |
| 48 | Ferguson Shapiro LLC | 19,324 | $634.4K | 0.30% | 2024-09-30 |
| 49 | GFS Advisors, LLC | 14,510 | $531.1K | 0.22% | 2025-12-31 |
| 50 | NewEdge Advisors, LLC | 15,483 | $508.3K | 0.24% | 2024-09-30 |
| 51 | JANE STREET GROUP, LLC | 13,641 | $499.3K | 0.21% | 2025-12-31 |
| 52 | Essex Financial Services, Inc. | 13,561 | $496.3K | 0.21% | 2025-12-31 |
| 53 | Strategic Blueprint, LLC | 16,277 | $477.1K | 0.25% | 2025-03-31 |
| 54 | COMMONWEALTH EQUITY SERVICES, LLC | 12,477 | $456.6K | 0.19% | 2025-12-31 |
| 55 | BANK OF MONTREAL /CAN/ | 12,018 | $439.9K | 0.18% | 2025-12-31 |
| 56 | GeoWealth Management, LLC | 13,248 | $416.0K | 0.20% | 2024-06-30 |
| 57 | HARMONY ASSET MANAGEMENT LLC | 11,338 | $415.0K | 0.17% | 2025-12-31 |
| 58 | Insight Advisors, LLC/ PA | 13,231 | $397.0K | 0.20% | 2025-06-30 |
| 59 | Cetera Investment Advisers | 10,619 | $388.6K | 0.16% | 2025-12-31 |
| 60 | Orion Portfolio Solutions, LLC | 11,559 | $342.8K | 0.18% | 2025-03-31 |
| 61 | GRIFFIN ASSET MANAGEMENT, INC. | 9,171 | $335.7K | 0.14% | 2025-12-31 |
| 62 | Mutual Advisors, LLC | 8,913 | $326.2K | 0.13% | 2025-12-31 |
| 63 | Koshinski Asset Management, Inc. | 10,446 | $323.5K | 0.16% | 2024-06-30 |
| 64 | Blue Water Asset Management | 8,713 | $318.9K | 0.13% | 2025-12-31 |
| 65 | Fortis Group Advisors, LLC | 8,813 | $317.2K | 0.13% | 2025-12-31 |
| 66 | M&T Bank Corp | 10,638 | $311.8K | 0.16% | 2025-03-31 |
| 67 | Cauble & Harre Wealth Management, Inc. | 8,313 | $304.3K | 0.12% | 2025-12-31 |
| 68 | Brookstone Capital Management | 8,989 | $295.1K | 0.14% | 2024-09-30 |
| 69 | South Shore Capital Advisors | 8,000 | $292.8K | 0.12% | 2025-12-31 |
| 70 | Integrated Advisors Network LLC | 9,642 | $289.4K | 0.15% | 2025-06-30 |
| 71 | Perigon Wealth Management, LLC | 8,600 | $282.3K | 0.13% | 2024-09-30 |
| 72 | Hilltop Holdings Inc. | 7,708 | $282.1K | 0.12% | 2025-12-31 |
| 73 | Trek Financial, LLC | 8,452 | $277.5K | 0.13% | 2024-09-30 |
| 74 | Brookwood Investment Group LLC | 7,490 | $274.1K | 0.11% | 2025-12-31 |
| 75 | JBR Co Financial Management Inc | 8,335 | $273.6K | 0.12% | 2024-09-30 |
| 76 | Patriot Financial Group Insurance Agency, LLC | 8,588 | $269.6K | 0.13% | 2024-06-30 |
| 77 | Orion Porfolio Solutions, LLC | 7,286 | $266.7K | 0.11% | 2025-12-31 |
| 78 | MAI Capital Management | 7,200 | $263.5K | 0.11% | 2025-12-31 |
| 79 | AVANTAX ADVISORY SERVICES, INC. | 8,599 | $258.1K | 0.13% | 2025-06-30 |
| 80 | Sigma Planning Corp | 7,043 | $257.8K | 0.10% | 2025-12-31 |
| 81 | Pekin Hardy Strauss, Inc. | 8,660 | $256.9K | 0.13% | 2024-12-31 |
| 82 | PRIVATE TRUST CO NA | 6,979 | $255.4K | 0.10% | 2025-12-31 |
| 83 | AXS Investments LLC | 7,730 | $239.0K | 0.12% | 2024-06-30 |
| 84 | Steward Partners Investment Advisory, LLC | 6,509 | $238.2K | 0.10% | 2025-12-31 |
| 85 | Independent Advisor Alliance | 6,355 | $232.6K | 0.09% | 2025-12-31 |
| 86 | OPPENHEIMER & CO INC | 5,999 | $219.6K | 0.09% | 2025-12-31 |
| 87 | Freedom Investment Management, Inc. | 6,797 | $215.5K | 0.10% | 2025-09-30 |
| 88 | Prosperity Wealth Management, Inc. | 7,129 | $208.9K | 0.11% | 2025-03-31 |
| 89 | ENVESTNET ASSET MANAGEMENT INC | 6,988 | $207.3K | 0.10% | 2024-12-31 |
| 90 | IFP Advisors, Inc | 5,594 | $204.7K | 0.08% | 2025-12-31 |
| 91 | Advisory Services Network, LLC | 4,251 | $155.6K | 0.06% | 2025-12-31 |
| 92 | Kestra Advisory Services, LLC | 3,258 | $119.2K | 0.05% | 2025-12-31 |
| 93 | FLAGSHIP HARBOR ADVISORS, LLC | 2,344 | $85.8K | 0.03% | 2025-12-31 |
| 94 | COMERICA BANK | 2,100 | $68.9K | 0.03% | 2024-09-30 |
| 95 | Versant Capital Management, Inc | 1,641 | $60.1K | 0.02% | 2025-12-31 |
| 96 | Farther Finance Advisors, LLC | 1,553 | $56.8K | 0.02% | 2025-12-31 |
| 97 | PRINCIPAL SECURITIES, INC. | 1,760 | $55.8K | 0.02% | 2025-09-30 |
| 98 | TD Waterhouse Canada Inc. | 1,500 | $54.2K | 0.02% | 2025-12-31 |
| 99 | Ameritas Advisory Services, LLC | 1,500 | $45.0K | 0.02% | 2025-06-30 |
| 100 | NATIONAL BANK OF CANADA /FI/ | 1,222 | $44.2K | 0.01% | 2025-12-31 |
| 101 | JFS WEALTH ADVISORS, LLC | 1,015 | $37.1K | 0.01% | 2025-12-31 |
| 102 | Stone House Investment Management, LLC | 1,000 | $36.6K | 0.01% | 2025-12-31 |
| 103 | WELLS FARGO & COMPANY/MN | 775 | $25.4K | 0.01% | 2024-09-30 |
| 104 | Golden State Wealth Management, LLC | 356 | $13.0K | 0.00% | 2025-12-31 |
| 105 | HIGHLINE WEALTH PARTNERS LLC | 300 | $11.0K | 0.00% | 2025-12-31 |
| 106 | Geneos Wealth Management Inc. | 300 | $11.0K | 0.00% | 2025-12-31 |
| 107 | Delos Wealth Advisors, LLC | 300 | $8.9K | 0.00% | 2024-12-31 |
| 108 | PNC Financial Services Group, Inc. | 250 | $7.9K | 0.00% | 2025-09-30 |
| 109 | Game Plan Financial Advisors, LLC | 200 | $6.6K | 0.00% | 2024-09-30 |
| 110 | Parallel Advisors, LLC | 241 | $6.4K | 0.00% | 2024-03-31 |
| 111 | FINANCIAL CONSULATE, INC | 200 | $6.3K | 0.00% | 2025-09-30 |
| 112 | Solstein Capital, LLC | 139 | $5.1K | 0.00% | 2025-12-31 |
| 113 | Slocum, Gordon & Co LLP | 108 | $3.2K | 0.00% | 2024-12-31 |
| 114 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 101 | $3.2K | 0.00% | 2024-06-30 |
| 115 | Sunbelt Securities, Inc. | 100 | $3.2K | 0.00% | 2025-09-30 |
| 116 | Thrivent Financial for Lutherans | 71,714 | $2.6K | 1.11% | 2025-12-31 |
| 117 | UBS Group AG | 59 | $1.9K | 0.00% | 2025-09-30 |
| 118 | Allworth Financial LP | 51 | $1.9K | 0.00% | 2025-12-31 |
| 119 | AdvisorNet Financial, Inc | 48 | $1.8K | 0.00% | 2025-12-31 |
| 120 | Cambridge Investment Research Advisors, Inc. | 25,167 | $921 | 0.39% | 2025-12-31 |
| 121 | CWM, LLC | 11,002 | $403 | 0.17% | 2025-12-31 |
| 122 | Janney Montgomery Scott LLC | 8,824 | $323 | 0.13% | 2025-12-31 |
| 123 | CIBC Private Wealth Group LLC | 10 | $269 | 0.00% | 2025-03-31 |
| 124 | HRT FINANCIAL LP | 6,681 | $219 | 0.10% | 2024-09-30 |
| 125 | FLOW TRADERS U.S. LLC | 6,708 | $201 | 0.10% | 2025-06-30 |
| 126 | CENTAURUS FINANCIAL, INC. | 4,305 | $133 | 0.06% | 2024-03-31 |
| 127 | MORGAN STANLEY | 2 | $74 | 0.00% | 2025-12-31 |
| 128 | FMR LLC | 1 | $33 | 0.00% | 2024-09-30 |
| 129 | SIMPLEX TRADING, LLC | 100 | $3 | 0.00% | 2024-03-31 |
| 130 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |