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icono de CTA

Simplify Managed Futures Strategy ETF
CTA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 134 M +USD 20.9 M +703,294 +16%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
USD 75.4 M +USD 29.5 M +993,483 +47%
Citigroup
3
Citigroup
New York
USD 55 M +USD 23 M +775,000 +58%
BIG
4
Boothe Investment Group
Delaware
USD 45.2 M +USD 89.9 k +3,029 +0.2%
LPL Financial
5
LPL Financial
California
USD 38.3 M +USD 12.5 M +421,789 +40%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
USD 30.1 M -USD 3.39 M -114,272 -9%
AE Wealth Management
7
AE Wealth Management
Kansas
USD 26 M +USD 1.85 M +62,359 +7%
IWAO
8
Independence Wealth Advisors (Ohio)
Ohio
USD 25.3 M +USD 661 k +22,288 +2%
IAG Wealth Partners
9
IAG Wealth Partners
Wisconsin
USD 21.3 M +USD 777 k +26,180 +3%
UBS Group
10
UBS Group
Switzerland
USD 20.9 M -USD 149 k -5,015 -0.6%
AssetMark Inc
11
AssetMark Inc
California
USD 16.1 M +USD 2.81 M +94,695 +18%
DRS
12
Deane Retirement Strategies
Louisiana
USD 15.5 M +USD 5.89 M +198,385 +50%
HighTower Advisors
13
HighTower Advisors
Illinois
USD 14 M -USD 4.31 M -145,137 -21%
AIG
14
Abbington Investment Group
Connecticut
USD 13.9 M +USD 731 k +24,648 +5%
Beacon Capital Management Inc (Ohio)
15
Beacon Capital Management Inc (Ohio)
Ohio
USD 13.7 M +USD 5.33 M +179,519 +51%
Pasadena Private Wealth
16
Pasadena Private Wealth
California
USD 13.3 M -USD 326 k -10,983 -2%
Altiora Financial Group
17
Altiora Financial Group
Ohio
USD 13.1 M -USD 3.77 M -127,001 -20%
FCG
18
Fielder Capital Group
Tennessee
USD 12.6 M +USD 549 k +18,512 +4%
Atomi Financial Group
19
Atomi Financial Group
New York
USD 12 M +USD 2.72 M +91,579 +25%
Truist Financial
20
Truist Financial
North Carolina
USD 11.8 M +USD 2.19 M +73,731 +19%
&Partners
21
&Partners
Tennessee
USD 11.5 M -USD 1.22 M -41,271 -8%
New York Life Investment Management
22
New York Life Investment Management
New York
USD 11.3 M +USD 880 k +29,649 +7%
PFA
23
Peak Financial Advisors
Colorado
USD 11.1 M -USD 82.6 k -2,782 -0.6%
OFG
24
OmniStar Financial Group
North Carolina
USD 11 M +USD 880 k +29,649 +8%
Brinker Capital Investments
25
Brinker Capital Investments
Pennsylvania
USD 10.9 M -USD 163 k -5,502 -1%
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