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Simplify US Equity PLUS Managed Futures Strategy ETF
CTAP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Mather Group
1
Mather Group
Illinois
USD 15.4 M +USD 8.11 M +275,336 +89%
MML Investors Services
2
MML Investors Services
Massachusetts
USD 7.26 M +USD 8.09 M +274,867 Nuevas
TA
3
Tactive Advisors
Florida
USD 2.89 M +USD 3.22 M +109,411 Nuevas
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 2.77 M +USD 3.09 M +105,028 Nuevas
Simplify Asset Management
5
Simplify Asset Management
Nevada
USD 2.64 M – – –
Kensington Asset Management
6
Kensington Asset Management
Texas
USD 2.64 M +USD 2.94 M +100,000 Nuevas
PFA
7
Professional Financial Advisors
Nebraska
USD 2.32 M +USD 328 k +11,135 +14%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
USD 2.06 M +USD 122 k +4,161 +6%
Wedbush Securities
9
Wedbush Securities
California
USD 2.04 M +USD 1.06 M +35,838 +87%
Kestra Advisory Services
10
Kestra Advisory Services
Texas
USD 1.7 M +USD 1.9 M +64,469 Nuevas
JP Morgan Chase
11
JP Morgan Chase
New York
USD 802 k +USD 895 k +30,416 +20,977%
Pekin Hardy Strauss
12
Pekin Hardy Strauss
Illinois
USD 702 k +USD 153 k +5,206 +24%
TWM
13
Triton Wealth Management
Arizona
USD 482 k -USD 10.8 k -367 -2%
MPW
14
Magnolia Private Wealth
Pennsylvania
USD 447 k +USD 39.3 k +1,335 +9%
Chicago Partners Investment Group
15
Chicago Partners Investment Group
Illinois
USD 204 k +USD 211 k +7,159 Nuevas
RFA
16
Reyes Financial Architecture
California
USD 23.1 k +USD 25.7 k +874 Nuevas
CJ
17
Caitlin John
Michigan
USD 8.9 k +USD 9.9 k +337 Nuevas
DRS
18
Deane Retirement Strategies
Louisiana
USD 3.94 k – – –
Zions Bancorporation, National Association
19
Zions Bancorporation, National Association
Utah
– -USD 25.6 k -956 Cerradas
AE Wealth Management
20
AE Wealth Management
Kansas
– -USD 4.15 k -155 Cerradas