CUSIP 82889N780
SIMPLIFY EXCHANGE TRADED FUN
29 institutions · $3.6M total · 873,972 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | WEALTHSOURCE PARTNERS, LLC | 196,951 | $1.0M | 22.53% | 2023-12-31 |
| 2 | Integrated Wealth Concepts LLC | 90,384 | $479.0K | 10.34% | 2023-12-31 |
| 3 | GFS Advisors, LLC | 79,500 | $421.0K | 9.09% | 2023-12-31 |
| 4 | JANE STREET GROUP, LLC | 28,585 | $334.2K | 3.27% | 2023-03-31 |
| 5 | B.O.S.S. Retirement Advisors, LLC | 48,252 | $281.8K | 5.52% | 2023-09-30 |
| 6 | OLD MISSION CAPITAL LLC | 21,029 | $245.8K | 2.40% | 2023-03-31 |
| 7 | Great Lakes Retirement, Inc. | 35,285 | $207.5K | 4.03% | 2023-09-30 |
| 8 | Cannell & Co. | 21,000 | $111.3K | 2.40% | 2023-12-31 |
| 9 | Cerity Partners LLC | 11,242 | $104.6K | 1.28% | 2023-06-30 |
| 10 | AVANTAX ADVISORY SERVICES, INC. | 18,090 | $95.9K | 2.06% | 2023-12-31 |
| 11 | AE Wealth Management LLC | 16,608 | $88.0K | 1.90% | 2023-12-31 |
| 12 | American Portfolios Advisors | 2,704 | $62.2K | 0.30% | 2023-03-31 |
| 13 | Arete Wealth Advisors, LLC | 10,000 | $53.0K | 1.14% | 2023-12-31 |
| 14 | Austin Wealth Management, LLC | 45,326 | $28.1K | 5.18% | 2023-12-31 |
| 15 | ADVISOR GROUP HOLDINGS, INC. | 1,511 | $8.0K | 0.17% | 2023-12-31 |
| 16 | JPMORGAN CHASE & CO | 706 | $6.6K | 0.08% | 2023-06-30 |
| 17 | Lee Financial Co | 1,200 | $6.4K | 0.13% | 2023-12-31 |
| 18 | OLIVER LAGORE VANVALIN INVESTMENT GROUP | 893 | $5.2K | 0.10% | 2023-09-30 |
| 19 | Federation des caisses Desjardins du Quebec | 210 | $4.8K | 0.02% | 2024-06-30 |
| 20 | Authentikos Wealth Advisory, LLC | 899 | $4.8K | 0.10% | 2023-12-31 |
| 21 | UBS Group AG | 344 | $2.0K | 0.03% | 2023-09-30 |
| 22 | Impact Partnership Wealth, LLC | 334 | $2.0K | 0.03% | 2023-09-30 |
| 23 | Carmel Capital Partners, LLC | 160 | $1.5K | 0.01% | 2023-06-30 |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 242,595 | $1.3K | 27.75% | 2023-12-31 |
| 25 | TCI Wealth Advisors, Inc. | 52 | $609 | 0.00% | 2023-03-31 |
| 26 | Richard W. Paul & Associates, LLC | 9 | $53 | 0.00% | 2023-09-30 |
| 27 | TUCKER ASSET MANAGEMENT LLC | 100 | $20 | 0.01% | 2024-03-31 |
| 28 | MORGAN STANLEY | 3 | $1 | 0.00% | 2024-06-30 |
| 29 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2023-12-31 |