CUSIP 82889N830
SIMPLIFY EXCHANGE TRADED FUN
110 institutions · $316.1M total · 16,981,130 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 1,369,552 | $30.5M | 8.06% | 2025-12-31 |
| 2 | Simplify Asset Management Inc. | 1,299,393 | $29.8M | 7.65% | 2025-03-31 |
| 3 | Altiora Financial Group, LLC | 1,074,402 | $23.9M | 6.32% | 2025-12-31 |
| 4 | Park Edge Advisors, LLC | 753,087 | $16.8M | 4.43% | 2025-12-31 |
| 5 | LPL Financial LLC | 725,182 | $16.1M | 4.27% | 2025-12-31 |
| 6 | Insight Wealth Strategies, LLC | 647,232 | $14.4M | 3.81% | 2025-12-31 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 378,551 | $8.7M | 2.22% | 2025-09-30 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 386,656 | $8.6M | 2.27% | 2025-12-31 |
| 9 | DRIVE WEALTH MANAGEMENT, LLC | 346,362 | $7.7M | 2.03% | 2025-12-31 |
| 10 | NewEdge Wealth, LLC | 337,443 | $7.5M | 1.98% | 2025-12-31 |
| 11 | Meridian Wealth Management, LLC | 319,206 | $7.1M | 1.87% | 2025-12-31 |
| 12 | Orion Porfolio Solutions, LLC | 318,520 | $7.1M | 1.87% | 2025-12-31 |
| 13 | AE Wealth Management LLC | 313,857 | $7.0M | 1.84% | 2025-12-31 |
| 14 | Prime Capital Investment Advisors, LLC | 289,332 | $6.4M | 1.70% | 2025-12-31 |
| 15 | FLAGSHIP HARBOR ADVISORS, LLC | 252,039 | $5.6M | 1.48% | 2025-12-31 |
| 16 | TRUIST FINANCIAL CORP | 239,171 | $5.2M | 1.40% | 2024-12-31 |
| 17 | ADAPT WEALTH ADVISORS, LLC | 228,349 | $5.1M | 1.34% | 2025-12-31 |
| 18 | NewEdge Advisors, LLC | 228,141 | $5.1M | 1.34% | 2025-12-31 |
| 19 | Steward Partners Investment Advisory, LLC | 226,554 | $5.0M | 1.33% | 2025-12-31 |
| 20 | PRINCIPAL SECURITIES, INC. | 226,433 | $5.0M | 1.33% | 2025-12-31 |
| 21 | Envestnet Portfolio Solutions, Inc. | 221,593 | $4.9M | 1.30% | 2025-12-31 |
| 22 | Kensington Asset Management, LLC | 218,669 | $4.9M | 1.28% | 2025-12-31 |
| 23 | Mid-American Wealth Advisory Group, Inc. | 210,408 | $4.7M | 1.23% | 2025-12-31 |
| 24 | JANE STREET GROUP, LLC | 204,107 | $4.5M | 1.20% | 2025-12-31 |
| 25 | Security National Bank | 199,060 | $4.4M | 1.17% | 2025-12-31 |
| 26 | Focus Partners Wealth | 187,408 | $4.2M | 1.10% | 2025-12-31 |
| 27 | OSAIC HOLDINGS, INC. | 163,730 | $3.6M | 0.96% | 2025-12-31 |
| 28 | Soltis Investment Advisors LLC | 154,563 | $3.4M | 0.91% | 2025-12-31 |
| 29 | WCG Wealth Advisors LLC | 154,152 | $3.4M | 0.90% | 2025-12-31 |
| 30 | Pekin Hardy Strauss, Inc. | 139,237 | $3.1M | 0.81% | 2025-12-31 |
| 31 | Summit Financial, LLC | 138,482 | $3.1M | 0.81% | 2025-12-31 |
| 32 | Proficio Capital Partners LLC | 2,900,460 | $2.9M | 17.08% | 2025-06-30 |
| 33 | RiverTree Advisors, LLC | 129,536 | $2.9M | 0.76% | 2025-12-31 |
| 34 | CITADEL ADVISORS LLC | 123,903 | $2.8M | 0.72% | 2025-12-31 |
| 35 | Fifth Third Securities, Inc. | 115,525 | $2.6M | 0.68% | 2025-12-31 |
| 36 | Ankerstar Wealth, LLC | 115,326 | $2.6M | 0.67% | 2025-12-31 |
| 37 | Kingsview Wealth Management, LLC | 107,042 | $2.4M | 0.63% | 2025-12-31 |
| 38 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 98,609 | $2.2M | 0.58% | 2025-12-31 |
| 39 | Centennial Wealth Advisory LLC | 90,438 | $2.0M | 0.53% | 2025-12-31 |
| 40 | RFG Advisory, LLC | 69,210 | $1.5M | 0.40% | 2025-12-31 |
| 41 | Private Advisor Group, LLC | 68,759 | $1.5M | 0.40% | 2025-12-31 |
| 42 | STEPHENS INC /AR/ | 63,958 | $1.4M | 0.37% | 2025-12-31 |
| 43 | SILVER OAK SECURITIES, INCORPORATED | 57,262 | $1.3M | 0.33% | 2025-12-31 |
| 44 | CIBC WORLD MARKET INC. | 56,374 | $1.3M | 0.33% | 2025-12-31 |
| 45 | Whalen Wealth Management Inc. | 55,956 | $1.2M | 0.32% | 2025-12-31 |
| 46 | Brookstone Capital Management | 53,230 | $1.2M | 0.31% | 2025-06-30 |
| 47 | Advisory Services Network, LLC | 48,612 | $1.1M | 0.28% | 2025-12-31 |
| 48 | Worth Asset Management, LLC | 46,324 | $1.0M | 0.27% | 2025-12-31 |
| 49 | AVANTAX ADVISORY SERVICES, INC. | 42,760 | $997.2K | 0.25% | 2025-06-30 |
| 50 | MML INVESTORS SERVICES, LLC | 43,479 | $968.3K | 0.25% | 2025-12-31 |
| 51 | Retirement Planning Group, LLC | 41,122 | $915.8K | 0.24% | 2025-12-31 |
| 52 | GOLDMAN SACHS GROUP INC | 38,649 | $885.4K | 0.22% | 2025-09-30 |
| 53 | Cetera Investment Advisers | 38,583 | $859.2K | 0.22% | 2025-12-31 |
| 54 | KESTRA PRIVATE WEALTH SERVICES, LLC | 38,161 | $849.8K | 0.22% | 2025-12-31 |
| 55 | Orion Portfolio Solutions, LLC | 32,396 | $743.2K | 0.19% | 2025-03-31 |
| 56 | TD Waterhouse Canada Inc. | 30,400 | $676.4K | 0.17% | 2025-12-31 |
| 57 | Cooper Financial Group | 30,024 | $668.6K | 0.17% | 2025-12-31 |
| 58 | GKV Capital Management Co., Inc. | 27,705 | $617.0K | 0.16% | 2025-12-31 |
| 59 | Advisor Resource Council | 27,526 | $608.6K | 0.16% | 2025-12-31 |
| 60 | WOLVERINE TRADING, LLC | 26,131 | $604.9K | 0.15% | 2025-06-30 |
| 61 | CreativeOne Wealth, LLC | 26,415 | $588.3K | 0.15% | 2025-12-31 |
| 62 | OLD MISSION CAPITAL LLC | 25,646 | $571.1K | 0.15% | 2025-12-31 |
| 63 | NAPA WEALTH MANAGEMENT | 22,418 | $513.6K | 0.13% | 2025-09-30 |
| 64 | SFG Wealth Management, LLC. | 21,602 | $494.9K | 0.12% | 2025-09-30 |
| 65 | Almanack Investment Partners, LLC. | 19,174 | $427.0K | 0.11% | 2025-12-31 |
| 66 | COMPASS CAPITAL CORP /MA/ /ADV | 17,896 | $414.6K | 0.10% | 2025-06-30 |
| 67 | Kestra Advisory Services, LLC | 17,512 | $390.0K | 0.10% | 2025-12-31 |
| 68 | Cove Street Capital, LLC | 16,577 | $379.8K | 0.09% | 2025-09-30 |
| 69 | Equitable Holdings, Inc. | 16,200 | $371.1K | 0.09% | 2025-09-30 |
| 70 | Trajan Wealth LLC | 15,678 | $349.1K | 0.09% | 2025-12-31 |
| 71 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,983 | $333.7K | 0.08% | 2025-12-31 |
| 72 | GWN SECURITIES INC. | 13,724 | $320.4K | 0.08% | 2025-06-30 |
| 73 | StoneX Group Inc. | 14,044 | $312.8K | 0.08% | 2025-12-31 |
| 74 | Heck Capital Advisors, LLC | 12,975 | $288.9K | 0.07% | 2025-12-31 |
| 75 | MBA Advisors LLC | 11,312 | $251.9K | 0.06% | 2025-12-31 |
| 76 | Belpointe Asset Management LLC | 10,954 | $243.9K | 0.06% | 2025-12-31 |
| 77 | GFS Advisors, LLC | 10,875 | $242.2K | 0.06% | 2025-12-31 |
| 78 | BayBridge Capital Group, LLC | 10,217 | $227.5K | 0.06% | 2025-12-31 |
| 79 | Triumph Capital Management | 9,757 | $217.3K | 0.05% | 2025-12-31 |
| 80 | Relyea Zuckerberg Hanson LLC | 9,329 | $213.9K | 0.05% | 2024-09-30 |
| 81 | PNC Financial Services Group, Inc. | 4,050 | $90.2K | 0.02% | 2025-12-31 |
| 82 | Ameritas Advisory Services, LLC | 2,273 | $53.0K | 0.01% | 2025-06-30 |
| 83 | NBC SECURITIES, INC. | 1,881 | $41.9K | 0.01% | 2025-12-31 |
| 84 | Beacon Capital Management, LLC | 1,766 | $41.2K | 0.01% | 2025-06-30 |
| 85 | Clearstead Advisors, LLC | 1,705 | $38.0K | 0.01% | 2025-12-31 |
| 86 | Authentikos Wealth Advisory, LLC | 1,321 | $31.4K | 0.00% | 2024-09-30 |
| 87 | PRIVATE TRUST CO NA | 1,353 | $30.1K | 0.00% | 2025-12-31 |
| 88 | Wealth Enhancement Trust Services, Inc. | 1,293 | $28.8K | 0.00% | 2025-12-31 |
| 89 | Arax Advisory Partners | 1,260 | $28.1K | 0.00% | 2025-12-31 |
| 90 | RAYMOND JAMES FINANCIAL INC | 1,000 | $23.3K | 0.00% | 2025-06-30 |
| 91 | WELLS FARGO & COMPANY/MN | 956 | $21.3K | 0.00% | 2025-12-31 |
| 92 | ASSETMARK, INC | 804 | $18.4K | 0.00% | 2025-03-31 |
| 93 | JONES FINANCIAL COMPANIES LLLP | 604 | $13.5K | 0.00% | 2025-03-31 |
| 94 | STANCE CAPITAL LLC | 453 | $10.4K | 0.00% | 2025-09-30 |
| 95 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 35 | $7.9K | 0.00% | 2025-12-31 |
| 96 | Elevated Capital Advisors, LLC | 155 | $3.5K | 0.00% | 2025-12-31 |
| 97 | UBS Group AG | 139 | $3.1K | 0.00% | 2025-12-31 |
| 98 | COLDSTREAM CAPITAL MANAGEMENT INC | 111 | $2.5K | 0.00% | 2025-03-31 |
| 99 | Quest 10 Wealth Builders, Inc. | 74 | $1.6K | 0.00% | 2025-12-31 |
| 100 | Geneos Wealth Management Inc. | 71 | $1.6K | 0.00% | 2025-12-31 |
| 101 | Cambridge Investment Research Advisors, Inc. | 21,786 | $485 | 0.12% | 2025-12-31 |
| 102 | Farther Finance Advisors, LLC | 21 | $468 | 0.00% | 2025-12-31 |
| 103 | LaSalle St. Investment Advisors, LLC | 19,292 | $429 | 0.11% | 2025-12-31 |
| 104 | HRT FINANCIAL LP | 17,054 | $379 | 0.10% | 2025-12-31 |
| 105 | Janney Montgomery Scott LLC | 10,622 | $237 | 0.06% | 2025-12-31 |
| 106 | CWM, LLC | 5,410 | $120 | 0.03% | 2025-12-31 |
| 107 | MORGAN STANLEY | 2 | $51 | 0.00% | 2025-12-31 |
| 108 | Larson Financial Group LLC | 0 | $9 | 0.00% | 2025-12-31 |
| 109 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |
| 110 | Royal Bank of Canada | 20 | $0 | 0.00% | 2025-09-30 |