CUSIP 82889N798
SIMPLIFY EXCHANGE TRADED FUN
80 institutions · $75.6M total · 5,746,777 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | True Wealth Design, LLC | 825,844 | $11.1M | 14.37% | 2025-12-31 |
| 2 | WJ Interests, LLC | 636,071 | $9.1M | 11.06% | 2024-09-30 |
| 3 | Hilltop Holdings Inc. | 529,725 | $7.2M | 9.21% | 2025-12-31 |
| 4 | Heck Capital Advisors, LLC | 372,775 | $5.0M | 6.48% | 2025-12-31 |
| 5 | AE Wealth Management LLC | 333,292 | $4.5M | 5.79% | 2025-12-31 |
| 6 | Magnolia Private Wealth, LLC | 283,513 | $3.8M | 4.93% | 2025-12-31 |
| 7 | Mid-American Wealth Advisory Group, Inc. | 272,426 | $3.7M | 4.74% | 2025-06-30 |
| 8 | STAPP WEALTH MANAGEMENT, PLLC | 261,639 | $3.5M | 4.55% | 2025-12-31 |
| 9 | Resources Investment Advisors, LLC. | 261,084 | $3.3M | 4.54% | 2023-12-31 |
| 10 | Authentikos Wealth Advisory, LLC | 176,098 | $2.4M | 3.06% | 2025-12-31 |
| 11 | Simplify Asset Management Inc. | 158,400 | $2.2M | 2.75% | 2025-09-30 |
| 12 | CITADEL ADVISORS LLC | 139,451 | $1.9M | 2.42% | 2025-12-31 |
| 13 | HOWARD BAILEY SECURITIES, LLC | 130,830 | $1.8M | 2.27% | 2025-12-31 |
| 14 | Lloyd Advisory Services, LLC. | 130,585 | $1.8M | 2.27% | 2025-12-31 |
| 15 | JANE STREET GROUP, LLC | 118,302 | $1.6M | 2.05% | 2025-12-31 |
| 16 | Continuum Advisory, LLC | 84,056 | $1.1M | 1.46% | 2025-12-31 |
| 17 | PRIVATE CLIENT SERVICES, LLC | 77,673 | $1.0M | 1.35% | 2025-12-31 |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 69,000 | $931.5K | 1.20% | 2025-12-31 |
| 19 | Elevated Capital Advisors, LLC | 59,575 | $804.3K | 1.03% | 2025-12-31 |
| 20 | BlackDiamond Wealth Management Inc. | 56,268 | $787.2K | 0.97% | 2024-06-30 |
| 21 | BANK OF MONTREAL /CAN/ | 51,219 | $695.6K | 0.89% | 2024-03-31 |
| 22 | LifeWealth Investments, LLC | 50,612 | $682.8K | 0.88% | 2025-12-31 |
| 23 | Whalen Wealth Management Inc. | 44,140 | $595.9K | 0.76% | 2025-12-31 |
| 24 | B.O.S.S. Retirement Advisors, LLC | 37,776 | $514.1K | 0.65% | 2025-09-30 |
| 25 | Great Lakes Retirement, Inc. | 25,475 | $343.9K | 0.44% | 2025-12-31 |
| 26 | Csenge Advisory Group | 25,683 | $335.2K | 0.44% | 2025-06-30 |
| 27 | OLD MISSION CAPITAL LLC | 23,052 | $311.2K | 0.40% | 2025-12-31 |
| 28 | GeoWealth Management, LLC | 22,642 | $305.4K | 0.39% | 2025-06-30 |
| 29 | Professional Financial Advisors, LLC | 19,955 | $269.4K | 0.34% | 2025-12-31 |
| 30 | XY Planning Network, Inc. | 20,823 | $255.6K | 0.36% | 2024-12-31 |
| 31 | Rinkey Investments | 18,000 | $243.0K | 0.31% | 2025-12-31 |
| 32 | TCFG WEALTH MANAGEMENT, LLC | 16,300 | $234.2K | 0.28% | 2024-09-30 |
| 33 | Straight Path Wealth Management | 17,219 | $232.5K | 0.29% | 2025-12-31 |
| 34 | CreativeOne Wealth, LLC | 16,317 | $220.3K | 0.28% | 2025-12-31 |
| 35 | NDVR, Inc. | 16,052 | $216.7K | 0.27% | 2025-12-31 |
| 36 | FSR Wealth Management Ltd. | 13,559 | $182.9K | 0.23% | 2025-06-30 |
| 37 | Atlas Financial Advisors, Inc. | 14,265 | $181.3K | 0.24% | 2023-12-31 |
| 38 | Brookstone Capital Management | 13,313 | $181.2K | 0.23% | 2025-09-30 |
| 39 | Regal Investment Advisors LLC | 13,721 | $174.4K | 0.23% | 2023-12-31 |
| 40 | Optivise Advisory Services LLC | 13,425 | $173.9K | 0.23% | 2024-09-30 |
| 41 | RHS Financial, LLC | 12,688 | $171.2K | 0.22% | 2025-06-30 |
| 42 | Smith Anglin Financial, LLC | 11,252 | $170.5K | 0.19% | 2023-03-31 |
| 43 | FSA Advisors, Inc. | 11,000 | $148.4K | 0.19% | 2025-06-30 |
| 44 | Harbour Capital Advisors, LLC | 12,040 | $147.2K | 0.20% | 2024-12-31 |
| 45 | SMART Wealth LLC | 10,337 | $140.7K | 0.17% | 2025-09-30 |
| 46 | ADVISOR GROUP HOLDINGS, INC. | 10,262 | $138.5K | 0.17% | 2025-12-31 |
| 47 | TOUNJIAN ADVISORY PARTNERS, LLC | 10,152 | $134.3K | 0.17% | 2025-06-30 |
| 48 | IFP Advisors, Inc | 9,478 | $128.0K | 0.16% | 2025-12-31 |
| 49 | Kingdom Financial Group LLC. | 8,798 | $118.8K | 0.15% | 2025-12-31 |
| 50 | Lord & Richards Wealth Management, LLC | 4,742 | $62.7K | 0.08% | 2025-03-31 |
| 51 | PRINCIPAL SECURITIES, INC. | 4,331 | $58.9K | 0.07% | 2025-09-30 |
| 52 | Park Square Financial Group, LLC | 4,194 | $56.6K | 0.07% | 2025-06-30 |
| 53 | Transce3nd, LLC | 3,980 | $53.7K | 0.06% | 2025-06-30 |
| 54 | Legacy Wealth Managment, LLC/ID | 3,976 | $53.7K | 0.06% | 2025-12-31 |
| 55 | Networth Advisors, LLC | 2,382 | $32.2K | 0.04% | 2025-12-31 |
| 56 | Quest 10 Wealth Builders, Inc. | 1,484 | $20.0K | 0.02% | 2025-12-31 |
| 57 | OPTIMUM INVESTMENT ADVISORS | 1,000 | $13.6K | 0.01% | 2025-09-30 |
| 58 | UBS Group AG | 964 | $13.0K | 0.01% | 2025-12-31 |
| 59 | Decker Retirement Planning Inc. | 687 | $9.3K | 0.01% | 2025-09-30 |
| 60 | Coppell Advisory Solutions LLC | 637 | $7.9K | 0.01% | 2024-12-31 |
| 61 | Geneos Wealth Management Inc. | 496 | $6.7K | 0.00% | 2025-12-31 |
| 62 | EVOLUTION WEALTH MANAGEMENT INC. | 439 | $6.0K | 0.00% | 2025-12-31 |
| 63 | Virtus ETF Advisers LLC | 281 | $3.8K | 0.00% | 2025-12-31 |
| 64 | OLIVER LAGORE VANVALIN INVESTMENT GROUP | 280 | $3.6K | 0.00% | 2023-12-31 |
| 65 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 216 | $3.1K | 0.00% | 2024-09-30 |
| 66 | Impact Partnership Wealth, LLC | 140 | $2.1K | 0.00% | 2023-09-30 |
| 67 | JPMORGAN CHASE & CO | 100 | $2.0K | 0.00% | 2023-06-30 |
| 68 | Cambridge Investment Research Advisors, Inc. | 146,201 | $1.9K | 2.54% | 2025-03-31 |
| 69 | Richard W. Paul & Associates, LLC | 118 | $1.6K | 0.00% | 2025-06-30 |
| 70 | Global Retirement Partners, LLC | 103 | $1.4K | 0.00% | 2025-06-30 |
| 71 | ASSETMARK, INC | 98 | $1.3K | 0.00% | 2025-12-31 |
| 72 | Pineridge Advisors LLC | 68 | $925 | 0.00% | 2025-09-30 |
| 73 | TUCKER ASSET MANAGEMENT LLC | 23 | $327 | 0.00% | 2024-03-31 |
| 74 | Capital A Wealth Management, LLC | 22 | $313 | 0.00% | 2025-09-30 |
| 75 | COMMONWEALTH EQUITY SERVICES, LLC | 23,619 | $300 | 0.41% | 2023-12-31 |
| 76 | Luken Investment Analytics, LLC | 4 | $61 | 0.00% | 2023-03-31 |
| 77 | MORGAN STANLEY | 2 | $37 | 0.00% | 2025-12-31 |
| 78 | FMR LLC | 1 | $12 | 0.00% | 2024-12-31 |
| 79 | CWM, LLC | 27 | $0 | 0.00% | 2025-03-31 |
| 80 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |