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Simplify Stable Income ETF
BUCK

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Simplify Asset Management
1
Simplify Asset Management
Nevada
USD 39.8 M – – –
AE Wealth Management
2
AE Wealth Management
Kansas
USD 24 M +USD 483 k +20,532 +2%
LPL Financial
3
LPL Financial
California
USD 21.7 M +USD 2.35 M +99,987 +12%
Principal Securities
4
Principal Securities
Iowa
USD 14.2 M +USD 4.63 M +196,861 +48%
ECA
5
Elevated Capital Advisors
Utah
USD 11.7 M +USD 1.32 M +56,156 +13%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
USD 10.5 M +USD 7.21 M +306,728 +219%
Wedbush Securities
7
Wedbush Securities
California
USD 8.9 M +USD 1.94 M +82,384 +28%
RA
8
RiverTree Advisors
Florida
USD 7.89 M +USD 599 k +25,472 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
USD 7.48 M -USD 6.01 M -255,438 -44%
Brinker Capital Investments
10
Brinker Capital Investments
Pennsylvania
USD 6.03 M +USD 1 M +42,598 +20%
KCM
11
Key Capital Management
Tennessee
USD 5.7 M +USD 387 k +16,474 +7%
OL
12
Owen LaRue
Kentucky
USD 5.35 M -USD 651 k -27,680 -11%
LBC
13
Lane Brothers & Co
Arizona
USD 4.1 M +USD 2.54 M +108,024 +161%
HBS
14
Howard Bailey Securities
Indiana
USD 4.09 M +USD 33.7 k +1,435 +0.8%
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
USD 3.41 M +USD 239 k +10,180 +8%
PEA
16
Park Edge Advisors
Ohio
USD 3.34 M +USD 55.5 k +2,360 +2%
Fiduciary Alliance
17
Fiduciary Alliance
South Carolina
USD 3.17 M +USD 412 k +17,506 +15%
FA
18
FSA Advisors
Michigan
USD 3.17 M +USD 362 k +15,391 +13%
Impact Partnership Wealth
19
Impact Partnership Wealth
Georgia
USD 3.06 M +USD 707 k +30,050 +30%
SteelPeak Wealth
20
SteelPeak Wealth
California
USD 2.9 M +USD 1.66 M +70,616 +133%
Encompass More Asset Management
21
Encompass More Asset Management
California
USD 2.87 M +USD 124 k +5,252 +4%
CreativeOne Wealth
22
CreativeOne Wealth
Kansas
USD 2.13 M +USD 662 k +28,152 +45%
RFA
23
Reyes Financial Architecture
California
USD 2.06 M -USD 5.41 k -230 -0.3%
AWA
24
Authentikos Wealth Advisory
California
USD 1.98 M -USD 98.7 k -4,195 -5%
Osaic Holdings
25
Osaic Holdings
Arizona
USD 1.97 M +USD 335 k +14,244 +20%
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