CUSIP 82889N863
SIMPLIFY EXCHANGE TRADED FUN
153 institutions · $129.1M total · 7,319,026 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 754,859 | $13.3M | 10.31% | 2025-12-31 |
| 2 | PEAK FINANCIAL ADVISORS LLC | 502,384 | $9.1M | 6.86% | 2025-03-31 |
| 3 | Elevated Capital Advisors, LLC | 413,589 | $7.3M | 5.65% | 2025-12-31 |
| 4 | Parkside Investments, LLC | 380,171 | $7.0M | 5.19% | 2025-06-30 |
| 5 | Owen LaRue, LLC | 333,339 | $5.9M | 4.55% | 2025-12-31 |
| 6 | HOWARD BAILEY SECURITIES, LLC | 217,017 | $4.0M | 2.96% | 2025-12-31 |
| 7 | POM Investment Strategies, LLC | 205,239 | $3.6M | 2.80% | 2025-12-31 |
| 8 | Visionary Wealth Advisors | 187,674 | $3.3M | 2.56% | 2025-12-31 |
| 9 | Legacy Investment Solutions, LLC | 162,278 | $3.0M | 2.21% | 2025-06-30 |
| 10 | Authentikos Wealth Advisory, LLC | 162,025 | $3.0M | 2.21% | 2025-12-31 |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 158,792 | $2.8M | 2.16% | 2025-12-31 |
| 12 | Key Capital Management, INC | 147,552 | $2.6M | 2.01% | 2025-12-31 |
| 13 | Cumberland Partners Ltd | 126,665 | $2.3M | 1.73% | 2025-03-31 |
| 14 | AlphaStar Capital Management, LLC | 105,228 | $2.2M | 1.43% | 2024-12-31 |
| 15 | Beacon Capital Management, LLC | 113,534 | $2.0M | 1.55% | 2025-12-31 |
| 16 | One Capital Management, LLC | 108,269 | $1.9M | 1.47% | 2025-12-31 |
| 17 | Diversify Advisory Services, LLC | 109,305 | $1.8M | 1.49% | 2025-03-31 |
| 18 | Mount Lucas Management LP | 86,264 | $1.8M | 1.17% | 2024-12-31 |
| 19 | Legacy Wealth Managment, LLC/ID | 101,474 | $1.8M | 1.38% | 2025-12-31 |
| 20 | Park Edge Advisors, LLC | 95,179 | $1.7M | 1.30% | 2025-12-31 |
| 21 | ARQ WEALTH ADVISORS, LLC | 91,096 | $1.7M | 1.24% | 2025-06-30 |
| 22 | B.O.S.S. Retirement Advisors, LLC | 94,136 | $1.7M | 1.28% | 2025-12-31 |
| 23 | FSA Advisors, Inc. | 86,628 | $1.5M | 1.18% | 2025-12-31 |
| 24 | PRINCIPAL SECURITIES, INC. | 71,342 | $1.5M | 0.97% | 2025-03-31 |
| 25 | IEQ CAPITAL, LLC | 73,342 | $1.3M | 1.00% | 2025-12-31 |
| 26 | CAPTRUST FINANCIAL ADVISORS | 72,135 | $1.3M | 0.98% | 2025-12-31 |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 65,755 | $1.2M | 0.89% | 2025-06-30 |
| 28 | JANE STREET GROUP, LLC | 67,900 | $1.2M | 0.92% | 2025-12-31 |
| 29 | TD Waterhouse Canada Inc. | 84,900 | $1.1M | 1.15% | 2025-06-30 |
| 30 | Tactive Advisors, LLC | 60,585 | $1.1M | 0.82% | 2025-12-31 |
| 31 | CITADEL ADVISORS LLC | 60,300 | $1.1M | 0.82% | 2025-12-31 |
| 32 | GREENBERG FINANCIAL GROUP | 56,080 | $984.8K | 0.76% | 2025-12-31 |
| 33 | LPL Financial LLC | 55,976 | $982.9K | 0.76% | 2025-12-31 |
| 34 | Blackston Financial Advisory Group, LLC | 52,909 | $973.0K | 0.72% | 2025-12-31 |
| 35 | Discipline Wealth Solutions, LLC | 54,700 | $960.5K | 0.74% | 2025-12-31 |
| 36 | Belvedere Trading LLC | 50,000 | $900.0K | 0.68% | 2025-09-30 |
| 37 | Claris Financial LLC | 48,489 | $851.5K | 0.66% | 2025-12-31 |
| 38 | Prosperity Wealth Management, Inc. | 46,554 | $846.4K | 0.63% | 2025-03-31 |
| 39 | Cambridge Advisors Inc. | 47,854 | $840.3K | 0.65% | 2025-12-31 |
| 40 | Andina Capital Management, LLC | 45,676 | $802.1K | 0.62% | 2025-12-31 |
| 41 | GROUP ONE TRADING LLC | 41,730 | $767.4K | 0.57% | 2025-06-30 |
| 42 | Clarity Capital Partners LLC | 38,681 | $711.3K | 0.52% | 2025-06-30 |
| 43 | NAPA WEALTH MANAGEMENT | 39,025 | $702.5K | 0.53% | 2025-09-30 |
| 44 | GWN SECURITIES INC. | 34,860 | $678.7K | 0.47% | 2025-03-31 |
| 45 | IMC-Chicago, LLC | 37,254 | $677.3K | 0.50% | 2025-03-31 |
| 46 | Arkadios Wealth Advisors | 31,974 | $664.7K | 0.43% | 2024-12-31 |
| 47 | Sigma Planning Corp | 37,456 | $657.7K | 0.51% | 2025-12-31 |
| 48 | EPG Wealth Management LLC | 31,381 | $652.4K | 0.42% | 2024-12-31 |
| 49 | BANK OF AMERICA CORP /DE/ | 31,065 | $645.8K | 0.42% | 2024-12-31 |
| 50 | Stirlingshire Investments, Inc. | 34,319 | $602.6K | 0.46% | 2025-12-31 |
| 51 | DRIVE WEALTH MANAGEMENT, LLC | 32,642 | $587.6K | 0.44% | 2025-09-30 |
| 52 | OLD MISSION CAPITAL LLC | 33,300 | $584.7K | 0.45% | 2025-12-31 |
| 53 | Ausdal Financial Partners, Inc. | 32,183 | $579.3K | 0.43% | 2025-09-30 |
| 54 | BANK OF MONTREAL /CAN/ | 32,215 | $565.7K | 0.44% | 2025-12-31 |
| 55 | ENVESTNET ASSET MANAGEMENT INC | 31,888 | $560.0K | 0.43% | 2025-12-31 |
| 56 | Avidian Wealth Enterprises, LLC | 31,065 | $545.5K | 0.42% | 2025-12-31 |
| 57 | Networth Advisors, LLC | 29,941 | $525.8K | 0.40% | 2025-12-31 |
| 58 | Summit Financial, LLC | 29,334 | $515.1K | 0.40% | 2025-12-31 |
| 59 | MML INVESTORS SERVICES, LLC | 29,217 | $513.0K | 0.39% | 2025-12-31 |
| 60 | Mutual Advisors, LLC | 29,950 | $492.4K | 0.40% | 2025-03-31 |
| 61 | HBW ADVISORY SERVICES LLC | 22,217 | $461.9K | 0.30% | 2024-12-31 |
| 62 | Park Square Financial Group, LLC | 24,107 | $443.3K | 0.32% | 2025-06-30 |
| 63 | CAP Partners, LLC | 22,213 | $408.5K | 0.30% | 2025-06-30 |
| 64 | TWO SIGMA SECURITIES, LLC | 19,447 | $404.3K | 0.26% | 2024-12-31 |
| 65 | JT Stratford LLC | 21,711 | $399.3K | 0.29% | 2025-06-30 |
| 66 | Aspen Wealth Strategies, LLC | 20,606 | $378.9K | 0.28% | 2025-06-30 |
| 67 | Bison Wealth, LLC | 17,582 | $365.5K | 0.24% | 2024-12-31 |
| 68 | Retirement Planning Group, LLC | 16,970 | $352.8K | 0.23% | 2024-12-31 |
| 69 | Orion Portfolio Solutions, LLC | 16,418 | $341.3K | 0.22% | 2025-03-31 |
| 70 | Orion Porfolio Solutions, LLC | 16,418 | $341.3K | 0.22% | 2025-06-30 |
| 71 | Guild Investment Management, Inc. | 19,187 | $336.9K | 0.26% | 2025-12-31 |
| 72 | RFG Advisory, LLC | 18,223 | $320.0K | 0.24% | 2025-12-31 |
| 73 | Atria Wealth Solutions, Inc. | 17,230 | $316.9K | 0.23% | 2025-06-30 |
| 74 | CPA Asset Management LLC | 17,304 | $314.6K | 0.23% | 2025-03-31 |
| 75 | Creative Planning | 17,276 | $311.0K | 0.23% | 2025-09-30 |
| 76 | Farther Finance Advisors, LLC | 17,620 | $309.4K | 0.24% | 2025-12-31 |
| 77 | Fiduciary Alliance LLC | 17,259 | $303.1K | 0.23% | 2025-12-31 |
| 78 | Collaborative Wealth Managment Inc. | 16,567 | $290.9K | 0.22% | 2025-12-31 |
| 79 | Transce3nd, LLC | 15,689 | $288.5K | 0.21% | 2025-06-30 |
| 80 | COMPASS CAPITAL CORP /MA/ /ADV | 16,424 | $285.3K | 0.22% | 2025-12-31 |
| 81 | Smith Anglin Financial, LLC | 15,238 | $280.2K | 0.20% | 2025-06-30 |
| 82 | Fiscal Wisdom Wealth Management, LLC | 15,715 | $276.0K | 0.21% | 2025-12-31 |
| 83 | Wealthcare Advisory Partners LLC | 15,652 | $274.8K | 0.21% | 2025-12-31 |
| 84 | Straight Path Wealth Management | 15,100 | $271.8K | 0.20% | 2025-09-30 |
| 85 | HighTower Advisors, LLC | 14,775 | $265.9K | 0.20% | 2025-09-30 |
| 86 | Mosley Wealth Management | 14,311 | $259.3K | 0.19% | 2025-12-31 |
| 87 | Soltis Investment Advisors LLC | 14,715 | $258.4K | 0.20% | 2025-12-31 |
| 88 | Guerra Advisors Inc | 14,130 | $254.3K | 0.19% | 2025-09-30 |
| 89 | CreativeOne Wealth, LLC | 12,188 | $253.4K | 0.16% | 2024-12-31 |
| 90 | Lloyd Advisory Services, LLC. | 14,112 | $247.8K | 0.19% | 2025-12-31 |
| 91 | Clay Northam Wealth Management, LLC | 13,050 | $237.2K | 0.17% | 2025-03-31 |
| 92 | Belpointe Asset Management LLC | 10,485 | $234.3K | 0.14% | 2024-12-31 |
| 93 | VISTA INVESTMENT MANAGEMENT | 12,611 | $231.9K | 0.17% | 2025-06-30 |
| 94 | Blueprint Investment Partners LLC | 10,313 | $214.4K | 0.14% | 2024-12-31 |
| 95 | Decker Retirement Planning Inc. | 12,125 | $212.9K | 0.16% | 2025-12-31 |
| 96 | Koshinski Asset Management, Inc. | 11,766 | $206.6K | 0.16% | 2025-12-31 |
| 97 | Advisor OS, LLC | 11,766 | $206.6K | 0.16% | 2025-12-31 |
| 98 | WOLVERINE TRADING, LLC | 9,863 | $206.5K | 0.13% | 2024-12-31 |
| 99 | OneDigital Investment Advisors LLC | 9,802 | $203.8K | 0.13% | 2024-12-31 |
| 100 | TOUNJIAN ADVISORY PARTNERS, LLC | 10,900 | $198.2K | 0.14% | 2025-06-30 |
| 101 | Focus Partners Advisor Solutions, LLC | 10,734 | $195.1K | 0.14% | 2025-03-31 |
| 102 | J HAGAN CAPITAL, INC. | 11,105 | $195.0K | 0.15% | 2025-12-31 |
| 103 | Ignite Planners, LLC | 10,487 | $182.6K | 0.14% | 2025-12-31 |
| 104 | Sheaff Brock Investment Advisors, LLC | 10,000 | $181.8K | 0.13% | 2025-03-31 |
| 105 | Allworth Financial LP | 10,000 | $180.0K | 0.13% | 2025-12-31 |
| 106 | Arax Advisory Partners | 9,917 | $174.1K | 0.13% | 2025-12-31 |
| 107 | Aptus Capital Advisors, LLC | 9,247 | $162.4K | 0.12% | 2025-12-31 |
| 108 | CoreCap Advisors, LLC | 5,672 | $99.6K | 0.07% | 2025-12-31 |
| 109 | Whipplewood Advisors, LLC | 5,534 | $97.2K | 0.07% | 2025-12-31 |
| 110 | Luminist Capital LLC | 5,344 | $93.8K | 0.07% | 2025-12-31 |
| 111 | IFP Advisors, Inc | 4,736 | $85.3K | 0.06% | 2025-12-31 |
| 112 | FSC Wealth Advisors, LLC | 4,578 | $84.2K | 0.06% | 2025-06-30 |
| 113 | Strive Financial Group ,LLC | 3,622 | $63.6K | 0.04% | 2025-12-31 |
| 114 | Financial Perspectives, Inc | 3,365 | $59.1K | 0.04% | 2025-12-31 |
| 115 | Kestra Advisory Services, LLC | 3,125 | $54.9K | 0.04% | 2025-12-31 |
| 116 | AlphaCore Capital LLC | 3,004 | $54.6K | 0.04% | 2025-03-31 |
| 117 | Iron Horse Wealth Management, LLC | 2,700 | $49.1K | 0.03% | 2025-03-31 |
| 118 | Anfield Capital Management, LLC | 2,654 | $46.6K | 0.03% | 2025-12-31 |
| 119 | HUNTINGTON NATIONAL BANK | 2,000 | $35.1K | 0.02% | 2025-12-31 |
| 120 | Sound Income Strategies, LLC | 1,461 | $26.1K | 0.01% | 2025-12-31 |
| 121 | OSAIC HOLDINGS, INC. | 1,372 | $24.1K | 0.01% | 2025-12-31 |
| 122 | Private Advisor Group, LLC | 1,300 | $23.4K | 0.01% | 2025-09-30 |
| 123 | Clearstead Advisors, LLC | 1,265 | $22.2K | 0.01% | 2025-12-31 |
| 124 | Crewe Advisors LLC | 1,193 | $20.9K | 0.01% | 2025-12-31 |
| 125 | BlackRock, Inc. | 1,188 | $20.9K | 0.01% | 2025-12-31 |
| 126 | US BANCORP \DE\ | 900 | $15.8K | 0.01% | 2025-12-31 |
| 127 | TUCKER ASSET MANAGEMENT LLC | 716 | $12.6K | 0.00% | 2025-12-31 |
| 128 | FSA Wealth Management LLC | 662 | $12.0K | 0.00% | 2025-03-31 |
| 129 | UBS Group AG | 605 | $10.6K | 0.00% | 2025-12-31 |
| 130 | STANCE CAPITAL LLC | 512 | $9.2K | 0.00% | 2025-09-30 |
| 131 | Triumph Capital Management | 520 | $9.1K | 0.00% | 2025-12-31 |
| 132 | JPMORGAN CHASE & CO | 472 | $8.6K | 0.00% | 2025-03-31 |
| 133 | Steward Partners Investment Advisory, LLC | 453 | $8.2K | 0.00% | 2025-09-30 |
| 134 | CIBC Private Wealth Group LLC | 382 | $6.9K | 0.00% | 2025-09-30 |
| 135 | RAYMOND JAMES FINANCIAL INC | 313 | $5.8K | 0.00% | 2025-06-30 |
| 136 | Root Financial Partners, LLC | 257 | $4.5K | 0.00% | 2025-12-31 |
| 137 | DUNCKER STREETT & CO INC | 200 | $3.5K | 0.00% | 2025-12-31 |
| 138 | MRP Capital Investments, LLC | 200 | $3.5K | 0.00% | 2025-12-31 |
| 139 | Parallel Advisors, LLC | 163 | $3.0K | 0.00% | 2025-06-30 |
| 140 | Scarborough Advisors, LLC | 150 | $2.8K | 0.00% | 2025-06-30 |
| 141 | Arete Wealth Advisors, LLC | 98,206 | $1.8K | 1.34% | 2025-03-31 |
| 142 | Westside Investment Management, Inc. | 86 | $1.6K | 0.00% | 2025-03-31 |
| 143 | Royal Bank of Canada | 49 | $1.0K | 0.00% | 2025-12-31 |
| 144 | NATIONAL BANK OF CANADA /FI/ | 33 | $603 | 0.00% | 2025-06-30 |
| 145 | MAI Capital Management | 18 | $324 | 0.00% | 2025-09-30 |
| 146 | Janney Montgomery Scott LLC | 16,075 | $289 | 0.21% | 2025-09-30 |
| 147 | HRT FINANCIAL LP | 12,745 | $234 | 0.17% | 2025-06-30 |
| 148 | TCTC Holdings, LLC | 8 | $140 | 0.00% | 2025-12-31 |
| 149 | CWM, LLC | 3,116 | $55 | 0.04% | 2025-12-31 |
| 150 | MORGAN STANLEY | 2 | $42 | 0.00% | 2025-12-31 |
| 151 | Larson Financial Group LLC | 1 | $15 | 0.00% | 2025-12-31 |
| 152 | PIN OAK INVESTMENT ADVISORS INC | 820 | $14 | 0.01% | 2025-06-30 |
| 153 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |