SIMPLIFY EXCHANGE TRADED FUN

Ticker: PFIX CUSIP: 82889N855 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

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

InstitutionSharesValue ($000)
Trek Financial, LLC250,083$11,986
COMMONWEALTH EQUITY SERVICES, LLC193,913$9,294
JANE STREET GROUP, LLC151,777$7,275
Drum Hill Capital, LLC114,046$5,466
Holcombe Financial, Inc.93,145$4,464
LPL Financial LLC48,526$2,326
Hilltop Holdings Inc.42,295$2,027
HighTower Advisors, LLC23,140$1,109
Urban Wealth Management, LLC22,839$1,095
CITADEL ADVISORS LLC20,361$976
Professional Financial Advisors, LLC18,721$897
FSA Investment Group, LLC16,030$768
Quadrature Capital Ltd13,514$648
MML INVESTORS SERVICES, LLC11,900$570
Savvy Advisors, Inc.11,192$536
ENVESTNET ASSET MANAGEMENT INC9,976$478
Anchor Investment Management, LLC9,225$442
MERCER GLOBAL ADVISORS INC /ADV8,787$421
Global Endowment Management, LP8,000$383
Cetera Investment Advisers7,285$349
GOLDMAN SACHS GROUP INC6,310$302
Cambridge Advisors Inc.6,118$293
Comprehensive Money Management Services LLC5,065$243
Luminist Capital LLC3,607$173
OSAIC HOLDINGS, INC.3,349$161
BANK OF MONTREAL /CAN/1,048$50
Colonial Trust Co / SC1,000$48
Steward Partners Investment Advisory, LLC961$46
Archer Investment Corp802$38
Copia Wealth Management745$36
HARBOR INVESTMENT ADVISORY, LLC600$29
Farther Finance Advisors, LLC597$29
US BANCORP \DE\545$26
Triumph Capital Management342$16
TUCKER ASSET MANAGEMENT LLC316$15
NewEdge Advisors, LLC80$4
JPMORGAN CHASE & CO58$3
AE Wealth Management LLC24$1
Global Retirement Partners, LLC9$0
MAI Capital Management6$0
MORGAN STANLEY3$0
WELLS FARGO & COMPANY/MN2$0
DHJJ Financial Advisors, Ltd.1$0
Total (43 institutions)1,106,343$53,027