SIMPLIFY EXCHANGE TRADED FUN

Ticker: SPYC CUSIP: 82889N103 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Austin Wealth Management, LLC904,781$39,113
Integrated Wealth Concepts LLC323,898$13,845
ENTREWEALTH, LLC227,756$9,749
AE Wealth Management LLC129,251$5,525
EVOLUTION WEALTH MANAGEMENT INC.74,961$3,204
COMMONWEALTH EQUITY SERVICES, LLC70,352$3,007
Lloyd Advisory Services, LLC.40,423$1,728
Financial Enhancement Group LLC33,849$1,443
MERCER GLOBAL ADVISORS INC /ADV15,870$678
CWM, LLC14,935$1
Noble Wealth Management PBC14,619$625
Fiduciary Alliance LLC12,793$547
B.O.S.S. Retirement Advisors, LLC12,310$526
LPL Financial LLC11,199$479
HOWARD BAILEY SECURITIES, LLC11,046$472
LifeWealth Investments, LLC5,698$244
Modern Wealth Management, LLC5,556$237
Integrated Wealth Management4,818$206
BlackRock, Inc.3,132$134
Aptus Capital Advisors, LLC2,553$109
Kingdom Financial Group LLC.1,838$79
Quest 10 Wealth Builders, Inc.520$22
Networth Advisors, LLC490$21
ROYAL BANK OF CANADA200$9
MORGAN STANLEY151$6
Geneos Wealth Management Inc.42$2
IFP Advisors, Inc35$1
ASSETMARK, INC9$0
Total (28 institutions)1,923,085$82,012