CUSIP 82889N855
SIMPLIFY EXCHANGE TRADED FUN
127 institutions · $100.9M total · 1,976,884 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Trek Financial, LLC | 250,083 | $12.0M | 12.65% | 2025-12-31 |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 193,913 | $9.3M | 9.80% | 2025-12-31 |
| 3 | Thomas J. Herzfeld Advisors, Inc. | 191,613 | $9.2M | 9.69% | 2025-09-30 |
| 4 | JANE STREET GROUP, LLC | 151,277 | $7.3M | 7.65% | 2025-12-31 |
| 5 | Drum Hill Capital, LLC | 114,046 | $5.5M | 5.76% | 2025-12-31 |
| 6 | Holcombe Financial, Inc. | 93,145 | $4.5M | 4.71% | 2025-12-31 |
| 7 | Ausdal Financial Partners, Inc. | 85,891 | $4.1M | 4.34% | 2025-09-30 |
| 8 | Simplify Asset Management Inc. | 42,250 | $4.0M | 2.13% | 2023-12-31 |
| 9 | Cetera Advisors LLC | 38,349 | $3.7M | 1.93% | 2023-12-31 |
| 10 | Advyzon Investment Management, LLC | 61,855 | $3.0M | 3.12% | 2025-09-30 |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25,666 | $2.5M | 1.29% | 2023-12-31 |
| 12 | LPL Financial LLC | 48,526 | $2.3M | 2.45% | 2025-12-31 |
| 13 | Hilltop Holdings Inc. | 42,295 | $2.0M | 2.13% | 2025-12-31 |
| 14 | OLD MISSION CAPITAL LLC | 27,022 | $1.4M | 1.36% | 2025-06-30 |
| 15 | OneDigital Investment Advisors LLC | 14,778 | $1.4M | 0.74% | 2023-12-31 |
| 16 | Global View Capital Management LLC | 25,330 | $1.3M | 1.28% | 2024-12-31 |
| 17 | AVANTAX ADVISORY SERVICES, INC. | 22,623 | $1.2M | 1.14% | 2025-06-30 |
| 18 | Pekin Hardy Strauss, Inc. | 24,685 | $1.2M | 1.24% | 2025-09-30 |
| 19 | HighTower Advisors, LLC | 23,140 | $1.1M | 1.17% | 2025-12-31 |
| 20 | Urban Wealth Management, LLC | 22,839 | $1.1M | 1.15% | 2025-12-31 |
| 21 | CITADEL ADVISORS LLC | 20,361 | $975.9K | 1.02% | 2025-12-31 |
| 22 | Altiora Financial Group, LLC | 22,183 | $912.2K | 1.12% | 2024-09-30 |
| 23 | Professional Financial Advisors, LLC | 18,721 | $897.3K | 0.94% | 2025-12-31 |
| 24 | Park Edge Advisors, LLC | 16,830 | $880.9K | 0.85% | 2024-12-31 |
| 25 | Stratos Wealth Advisors, LLC | 16,167 | $778.8K | 0.81% | 2025-09-30 |
| 26 | FSA Investment Group, LLC | 16,030 | $768.3K | 0.81% | 2025-12-31 |
| 27 | RENAISSANCE TECHNOLOGIES LLC | 15,200 | $727.3K | 0.76% | 2024-06-30 |
| 28 | Maridea Wealth Management LLC | 13,622 | $719.8K | 0.68% | 2025-06-30 |
| 29 | Compound Planning, Inc. | 13,333 | $704.5K | 0.67% | 2025-06-30 |
| 30 | Walleye Capital LLC | 7,240 | $691.5K | 0.36% | 2023-12-31 |
| 31 | Quadrature Capital Ltd | 13,514 | $647.7K | 0.68% | 2025-12-31 |
| 32 | Patriot Financial Group Insurance Agency, LLC | 6,697 | $639.6K | 0.33% | 2023-12-31 |
| 33 | CHOREO, LLC | 13,053 | $628.8K | 0.66% | 2025-09-30 |
| 34 | Integrated Wealth Concepts LLC | 11,404 | $596.9K | 0.57% | 2024-12-31 |
| 35 | Fortis Group Advisors, LLC | 11,976 | $573.0K | 0.60% | 2024-06-30 |
| 36 | MML INVESTORS SERVICES, LLC | 11,900 | $570.3K | 0.60% | 2025-12-31 |
| 37 | Savvy Advisors, Inc. | 11,192 | $536.4K | 0.56% | 2025-12-31 |
| 38 | NAPA WEALTH MANAGEMENT | 10,415 | $501.7K | 0.52% | 2025-09-30 |
| 39 | ENVESTNET ASSET MANAGEMENT INC | 9,976 | $478.1K | 0.50% | 2025-12-31 |
| 40 | Anchor Investment Management, LLC | 9,225 | $442.2K | 0.46% | 2025-12-31 |
| 41 | MERCER GLOBAL ADVISORS INC /ADV | 8,787 | $421.2K | 0.44% | 2025-12-31 |
| 42 | Perigon Wealth Management, LLC | 7,370 | $399.5K | 0.37% | 2024-12-31 |
| 43 | Global Endowment Management, LP | 8,000 | $383.0K | 0.40% | 2025-12-31 |
| 44 | Cetera Advisor Networks LLC | 3,876 | $370.2K | 0.19% | 2023-12-31 |
| 45 | Ferguson Shapiro LLC | 7,626 | $369.6K | 0.38% | 2025-03-31 |
| 46 | Bison Wealth, LLC | 3,737 | $357.0K | 0.18% | 2023-12-31 |
| 47 | Cetera Investment Advisers | 7,285 | $349.2K | 0.36% | 2025-12-31 |
| 48 | Sanctuary Advisors, LLC | 6,273 | $341.4K | 0.31% | 2024-09-30 |
| 49 | J HAGAN CAPITAL, INC. | 7,031 | $338.7K | 0.35% | 2025-09-30 |
| 50 | GOLDMAN SACHS GROUP INC | 6,310 | $302.4K | 0.31% | 2025-12-31 |
| 51 | Cambridge Advisors Inc. | 6,118 | $293.3K | 0.30% | 2025-12-31 |
| 52 | Worth Asset Management, LLC | 2,955 | $282.2K | 0.14% | 2023-12-31 |
| 53 | Fortis Capital Advisors, LLC | 6,470 | $274.1K | 0.32% | 2024-12-31 |
| 54 | Belpointe Asset Management LLC | 6,470 | $274.1K | 0.32% | 2024-12-31 |
| 55 | Sound View Wealth Advisors Group, LLC | 2,851 | $272.3K | 0.14% | 2023-12-31 |
| 56 | Mutual Advisors, LLC | 4,841 | $262.4K | 0.24% | 2024-12-31 |
| 57 | AVAII WEALTH MANAGEMENT, LLC | 4,871 | $257.4K | 0.24% | 2025-06-30 |
| 58 | Comprehensive Money Management Services LLC | 5,065 | $242.8K | 0.25% | 2025-12-31 |
| 59 | Defined Financial Planning LLC | 4,611 | $241.3K | 0.23% | 2024-12-31 |
| 60 | Cullen/Frost Bankers, Inc. | 2,500 | $238.8K | 0.12% | 2023-12-31 |
| 61 | COMPASS CAPITAL CORP /MA/ /ADV | 4,318 | $233.5K | 0.21% | 2025-06-30 |
| 62 | INTEGRITY ALLIANCE, LLC. | 4,785 | $230.5K | 0.24% | 2025-09-30 |
| 63 | Brookstone Capital Management | 2,039 | $226.4K | 0.10% | 2023-12-31 |
| 64 | GTS SECURITIES LLC | 5,386 | $221.5K | 0.27% | 2024-09-30 |
| 65 | Koshinski Asset Management, Inc. | 2,311 | $220.7K | 0.11% | 2023-12-31 |
| 66 | Belvedere Trading LLC | 4,500 | $215.3K | 0.22% | 2024-09-30 |
| 67 | Luminist Capital LLC | 3,607 | $172.9K | 0.18% | 2025-12-31 |
| 68 | OSAIC HOLDINGS, INC. | 3,349 | $160.6K | 0.16% | 2025-12-31 |
| 69 | Private Advisor Group, LLC | 2,725 | $122.1K | 0.13% | 2024-03-31 |
| 70 | S.A. Mason LLC | 1,431 | $75.6K | 0.07% | 2025-06-30 |
| 71 | Reyes Financial Architecture, Inc. | 1,485 | $71.5K | 0.07% | 2025-09-30 |
| 72 | Palisade Asset Management, LLC | 1,130 | $50.6K | 0.05% | 2024-03-31 |
| 73 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 508 | $48.5K | 0.02% | 2023-12-31 |
| 74 | Colonial Trust Co / SC | 1,000 | $47.9K | 0.05% | 2025-12-31 |
| 75 | RAYMOND JAMES FINANCIAL INC | 902 | $47.7K | 0.04% | 2025-06-30 |
| 76 | IFP Advisors, Inc | 1,125 | $46.3K | 0.05% | 2024-12-31 |
| 77 | Mirae Asset Global Investments Co., Ltd. | 1,000 | $46.1K | 0.05% | 2024-06-30 |
| 78 | Steward Partners Investment Advisory, LLC | 961 | $46.1K | 0.04% | 2025-12-31 |
| 79 | BANK OF AMERICA CORP /DE/ | 900 | $43.6K | 0.04% | 2025-03-31 |
| 80 | Royal Bank of Canada | 800 | $42.0K | 0.04% | 2025-09-30 |
| 81 | Archer Investment Corp | 802 | $38.4K | 0.04% | 2025-12-31 |
| 82 | PRINCIPAL SECURITIES, INC. | 757 | $36.5K | 0.03% | 2025-09-30 |
| 83 | Copia Wealth Management | 745 | $35.7K | 0.03% | 2025-12-31 |
| 84 | ZAZOVE ASSOCIATES LLC | 604 | $31.6K | 0.03% | 2024-12-31 |
| 85 | BANK OF MONTREAL /CAN/ | 655 | $31.4K | 0.03% | 2025-12-31 |
| 86 | UBS Group AG | 621 | $29.9K | 0.03% | 2025-09-30 |
| 87 | HARBOR INVESTMENT ADVISORY, LLC | 600 | $28.8K | 0.03% | 2025-12-31 |
| 88 | Farther Finance Advisors, LLC | 597 | $28.6K | 0.03% | 2025-12-31 |
| 89 | COMERICA BANK | 538 | $28.2K | 0.02% | 2024-12-31 |
| 90 | FOSTER DYKEMA CABOT & PARTNERS, LLC | 652 | $26.8K | 0.03% | 2024-09-30 |
| 91 | US BANCORP \DE\ | 545 | $26.1K | 0.02% | 2025-12-31 |
| 92 | CoreCap Advisors, LLC | 627 | $25.8K | 0.03% | 2024-09-30 |
| 93 | Global Trust Asset Management, LLC | 400 | $19.1K | 0.02% | 2024-06-30 |
| 94 | Triumph Capital Management | 342 | $16.4K | 0.01% | 2025-12-31 |
| 95 | TUCKER ASSET MANAGEMENT LLC | 316 | $15.1K | 0.01% | 2025-12-31 |
| 96 | Larson Financial Group LLC | 358 | $14.7K | 0.01% | 2024-09-30 |
| 97 | Newbridge Financial Services Group, Inc. | 193 | $9.3K | 0.00% | 2025-09-30 |
| 98 | ROTHSCHILD INVESTMENT LLC | 200 | $8.2K | 0.01% | 2024-09-30 |
| 99 | Advisory Services Network, LLC | 154 | $7.4K | 0.00% | 2025-09-30 |
| 100 | Rockefeller Capital Management L.P. | 132 | $6.4K | 0.00% | 2025-09-30 |
| 101 | Venturi Wealth Management, LLC | 100 | $4.5K | 0.00% | 2024-03-31 |
| 102 | NewEdge Advisors, LLC | 80 | $3.8K | 0.00% | 2025-12-31 |
| 103 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79 | $3.8K | 0.00% | 2024-06-30 |
| 104 | Pineridge Advisors LLC | 81 | $3.2K | 0.00% | 2024-03-31 |
| 105 | JPMORGAN CHASE & CO | 58 | $2.8K | 0.00% | 2025-12-31 |
| 106 | Coppell Advisory Solutions LLC | 38 | $2.0K | 0.00% | 2024-12-31 |
| 107 | Qube Research & Technologies Ltd | 41 | $2.0K | 0.00% | 2024-06-30 |
| 108 | Runnymede Capital Advisors, Inc. | 34 | $1.8K | 0.00% | 2024-12-31 |
| 109 | VitalStone Financial, LLC | 40 | $1.6K | 0.00% | 2024-09-30 |
| 110 | AE Wealth Management LLC | 24 | $1.1K | 0.00% | 2025-12-31 |
| 111 | CENTAURUS FINANCIAL, INC. | 25,182 | $1.1K | 1.27% | 2024-03-31 |
| 112 | Transce3nd, LLC | 18 | $951 | 0.00% | 2025-06-30 |
| 113 | Guerra Advisors Inc | 19 | $915 | 0.00% | 2025-09-30 |
| 114 | HRT FINANCIAL LP | 15,448 | $816 | 0.78% | 2025-06-30 |
| 115 | Global Retirement Partners, LLC | 9 | $431 | 0.00% | 2025-12-31 |
| 116 | GHP Investment Advisors, Inc. | 6 | $288 | 0.00% | 2024-06-30 |
| 117 | MAI Capital Management | 6 | $288 | 0.00% | 2025-12-31 |
| 118 | TCTC Holdings, LLC | 5 | $239 | 0.00% | 2024-06-30 |
| 119 | CIBC Private Wealth Group LLC | 5 | $236 | 0.00% | 2024-03-31 |
| 120 | MORGAN STANLEY | 3 | $157 | 0.00% | 2025-12-31 |
| 121 | WELLS FARGO & COMPANY/MN | 2 | $89 | 0.00% | 2025-12-31 |
| 122 | Capital A Wealth Management, LLC | 2 | $80 | 0.00% | 2025-09-30 |
| 123 | FMR LLC | 1 | $52 | 0.00% | 2024-12-31 |
| 124 | DHJJ Financial Advisors, Ltd. | 1 | $48 | 0.00% | 2025-12-31 |
| 125 | Creekmur Asset Management LLC | 0 | $5 | 0.00% | 2025-09-30 |
| 126 | SIMPLEX TRADING, LLC | 90 | $4 | 0.00% | 2025-09-30 |
| 127 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |