CUSIP 82889N848
SIMPLIFY EXCHANGE TRADED FUN
39 institutions · $28.8M total · 2,969,927 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 173,245 | $7.7M | 5.83% | 2025-12-31 |
| 2 | SFG Wealth Management, LLC. | 100,401 | $4.5M | 3.38% | 2025-12-31 |
| 3 | Private Advisor Group, LLC | 56,716 | $2.5M | 1.90% | 2025-12-31 |
| 4 | Total Clarity Wealth Management, Inc. | 48,480 | $2.2M | 1.63% | 2025-12-31 |
| 5 | ADVISOR GROUP HOLDINGS, INC. | 48,018 | $2.1M | 1.61% | 2025-12-31 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 48,886 | $2.0M | 1.64% | 2025-06-30 |
| 7 | Chicago Partners Investment Group LLC | 29,657 | $1.3M | 0.99% | 2025-12-31 |
| 8 | WealthPLAN Partners, LLC | 40,706 | $1.0M | 1.37% | 2023-09-30 |
| 9 | Ferguson Shapiro LLC | 17,349 | $718.9K | 0.58% | 2025-06-30 |
| 10 | OLD MISSION CAPITAL LLC | 15,893 | $658.6K | 0.53% | 2025-06-30 |
| 11 | NewEdge Advisors, LLC | 12,448 | $556.7K | 0.41% | 2025-12-31 |
| 12 | Worth Asset Management, LLC | 12,196 | $545.4K | 0.41% | 2025-12-31 |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,586 | $518.1K | 0.39% | 2025-12-31 |
| 14 | WealthPlan Investment Management, LLC | 19,965 | $499.1K | 0.67% | 2023-09-30 |
| 15 | CITADEL ADVISORS LLC | 10,115 | $452.3K | 0.34% | 2025-12-31 |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,258 | $396.2K | 0.34% | 2025-03-31 |
| 17 | ARQ WEALTH ADVISORS, LLC | 7,263 | $324.8K | 0.24% | 2025-12-31 |
| 18 | JANE STREET GROUP, LLC | 5,280 | $236.8K | 0.17% | 2025-09-30 |
| 19 | WJ Wealth Management, LLC | 4,939 | $220.9K | 0.16% | 2025-12-31 |
| 20 | TCTC Holdings, LLC | 1,467 | $65.6K | 0.04% | 2025-12-31 |
| 21 | Ovata Capital Management Ltd | 2,000,000 | $40.3K | 67.34% | 2023-03-31 |
| 22 | Royal Bank of Canada | 500 | $21.0K | 0.01% | 2025-09-30 |
| 23 | JPMORGAN CHASE & CO | 346 | $15.5K | 0.01% | 2025-12-31 |
| 24 | PRIVATE TRUST CO NA | 303 | $13.6K | 0.01% | 2025-12-31 |
| 25 | CWM, LLC | 279,525 | $12.5K | 9.41% | 2025-12-31 |
| 26 | UBS Group AG | 258 | $11.5K | 0.00% | 2025-12-31 |
| 27 | Larson Financial Group LLC | 115 | $5.1K | 0.00% | 2025-12-31 |
| 28 | IFP Advisors, Inc | 115 | $2.8K | 0.00% | 2023-12-31 |
| 29 | MRP Capital Investments, LLC | 30 | $1.3K | 0.00% | 2025-12-31 |
| 30 | High Point Wealth Management, LLC | 30 | $1.3K | 0.00% | 2025-12-31 |
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | $689 | 0.00% | 2024-06-30 |
| 32 | Truvestments Capital LLC | 17 | $572 | 0.00% | 2024-03-31 |
| 33 | HRT FINANCIAL LP | 7,865 | $352 | 0.26% | 2025-09-30 |
| 34 | MORGAN STANLEY | 6 | $299 | 0.00% | 2025-12-31 |
| 35 | FLOW TRADERS U.S. LLC | 5,857 | $262 | 0.19% | 2025-12-31 |
| 36 | Luken Investment Analytics, LLC | 5 | $101 | 0.00% | 2023-03-31 |
| 37 | Tower Research Capital LLC (TRC) | 56 | $1 | 0.00% | 2023-03-31 |
| 38 | Householder Group Estate & Retirement Specialist, LLC | 11 | $0 | 0.00% | 2024-12-31 |
| 39 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |