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Simplify Bond Bull ETF
RFIX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fluent Financial
1
Fluent Financial
Texas
USD 23.5 M +USD 4.71 M +94,841 +24%
Jane Street
2
Jane Street
New York
USD 20.4 M +USD 20.3 M +409,069 +3,651%
True Wealth Design
3
True Wealth Design
Ohio
USD 7.2 M +USD 7.36 M +148,013 Nuevas
WJ Interests
4
WJ Interests
Texas
USD 3.82 M +USD 118 k +2,378 +3%
LPL Financial
5
LPL Financial
California
USD 2.19 M +USD 2.24 M +45,127 Nuevas
Mount Lucas Management
6
Mount Lucas Management
Pennsylvania
USD 1.46 M – – –
Old Mission Capital
7
Old Mission Capital
Illinois
USD 935 k +USD 956 k +19,227 Nuevas
PWM
8
Prosperity Wealth Management
California
USD 787 k +USD 40.4 k +812 +5%
IFO
9
Intrepid Family Office
Florida
USD 713 k – – –
GK Wealth Management
10
GK Wealth Management
Nevada
USD 359 k -USD 269 k -5,420 -42%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 331 k +USD 339 k +6,812 Nuevas
Principal Securities
12
Principal Securities
Iowa
USD 331 k +USD 339 k +6,812 Nuevas
Magnolia Private Wealth
13
Magnolia Private Wealth
Pennsylvania
USD 207 k +USD 211 k +4,251 Nuevas
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
USD 195 k +USD 200 k +4,020 Nuevas
Ancora Advisors
15
Ancora Advisors
Ohio
USD 96.3 k +USD 3.98 k +80 +4%
UBS Group
16
UBS Group
Switzerland
USD 86.9 k -USD 129 k -2,598 -59%
AE Wealth Management
17
AE Wealth Management
Kansas
USD 79.4 k -USD 5.48 M -110,201 -99%
Montag & Associates
18
Montag & Associates
Georgia
USD 75.9 k +USD 77.6 k +1,561 Nuevas
Steward Partners Investment Advisory
19
Steward Partners Investment Advisory
New York
USD 63.8 k +USD 65.2 k +1,312 Nuevas
Cove Street Capital
20
Cove Street Capital
California
USD 63.3 k – – –
Beacon Capital Management LLC (Tennessee)
21
Beacon Capital Management LLC (Tennessee)
Tennessee
USD 43.8 k -USD 4.32 M -86,969 -99%
Bank of America
22
Bank of America
North Carolina
USD 5.06 k +USD 5.17 k +104 Nuevas
Trek Financial
23
Trek Financial
Arizona
– -USD 12.5 M -233,253 Cerradas
HighTower Advisors
24
HighTower Advisors
Illinois
– -USD 3.7 M -69,080 Cerradas
Barclays
25
Barclays
United Kingdom
– -USD 3.21 M -60,000 Cerradas
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