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Simplify Managed Futures Strategy ETF
CTA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Stifel Financial
51
Stifel Financial
Missouri
USD 4.35 M +USD 75.9 k +2,559 +2%
IFG Advisory
52
IFG Advisory
Georgia
USD 4.2 M +USD 4.8 M +161,765 Nuevas
Fiduciary Alliance
53
Fiduciary Alliance
South Carolina
USD 3.96 M +USD 309 k +10,428 +7%
Vise Technologies
54
Vise Technologies
New York
USD 3.85 M +USD 1.7 M +57,351 +63%
Clear Creek Financial Management
55
Clear Creek Financial Management
Washington
USD 3.64 M +USD 347 k +11,692 +9%
Principia Wealth Advisory
56
Principia Wealth Advisory
Texas
USD 3.64 M +USD 1.33 M +44,936 +47%
Howard Bailey Securities
57
Howard Bailey Securities
Indiana
USD 3.62 M -USD 861 -29 -0%
Private Advisor Group
58
Private Advisor Group
New Jersey
USD 3.58 M +USD 380 k +12,801 +10%
Dynamic Advisor Solutions
59
Dynamic Advisor Solutions
Arizona
USD 3.39 M +USD 380 k +12,809 +11%
Atria Investments
60
Atria Investments
North Carolina
USD 3.34 M -USD 2.93 M -98,705 -43%
TriaGen Wealth Management
61
TriaGen Wealth Management
California
USD 3.29 M +USD 257 k +8,665 +7%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
USD 3.27 M +USD 1.3 M +43,767 +53%
Upper Left Wealth Management
63
Upper Left Wealth Management
Florida
USD 3.26 M -USD 214 k -7,205 -5%
Cumberland Partners
64
Cumberland Partners
Ontario, Canada
USD 3.25 M -USD 8.04 k -271 -0.2%
FDG
65
Financial Discovery Group
Georgia
USD 3.23 M +USD 234 k +7,888 +7%
CreativeOne Wealth
66
CreativeOne Wealth
Kansas
USD 3.14 M -USD 1.18 M -39,787 -25%
Sowell Financial Services
67
Sowell Financial Services
Arkansas
USD 3.01 M +USD 3.45 M +116,223 Nuevas
B.O.S.S. Retirement Advisors
68
B.O.S.S. Retirement Advisors
Utah
USD 3.01 M +USD 194 k +6,539 +6%
Manning & Napier Advisors
69
Manning & Napier Advisors
New York
USD 3 M +USD 1.15 M +38,776 +51%
FSA Advisors
70
FSA Advisors
Michigan
USD 2.86 M +USD 318 k +10,704 +11%
Sanctuary Advisors
71
Sanctuary Advisors
Indiana
USD 2.78 M -USD 22.8 k -769 -0.7%
Sound Financial Strategies Group
72
Sound Financial Strategies Group
Mississippi
USD 2.7 M – – –
Pekin Hardy Strauss
73
Pekin Hardy Strauss
Illinois
USD 2.58 M +USD 600 k +20,235 +25%
Cambria Investment Management
74
Cambria Investment Management
California
USD 2.58 M +USD 76.9 k +2,593 +3%
Steward Partners Investment Advisory
75
Steward Partners Investment Advisory
New York
USD 2.51 M +USD 97.2 k +3,274 +4%
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