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Simplify US Equity PLUS Downside Convexity ETF
SPD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
USD 11.9 M -USD 42.8 k -1,062 -0.4%
AWA
2
Authentikos Wealth Advisory
California
USD 7.51 M -USD 693 k -17,218 -9%
AE Wealth Management
3
AE Wealth Management
Kansas
USD 7.44 M -USD 85.2 k -2,117 -1%
IWA
4
Independent Wealth Advisors
North Carolina
USD 6.21 M +USD 29.4 k +730 +0.5%
EWM
5
Evolution Wealth Management
Florida
USD 5.63 M +USD 198 k +4,909 +4%
IAA
6
Ironsides Asset Advisors
North Carolina
USD 4.8 M +USD 805 +20 +0%
LPL Financial
7
LPL Financial
California
USD 3.08 M -USD 6.6 M -164,039 -69%
AWM
8
Austin Wealth Management
Texas
USD 2.17 M +USD 182 k +4,522 +9%
Steward Partners Investment Advisory
9
Steward Partners Investment Advisory
New York
USD 1.72 M – – –
LAS
10
Lloyd Advisory Services
Georgia
USD 1.69 M +USD 1.56 M +38,847 +2,061%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
USD 1.37 M +USD 217 k +5,385 +20%
PEA
12
Park Edge Advisors
Ohio
USD 1.28 M +USD 38.7 k +962 +3%
E
13
EntreWealth
Texas
USD 1.03 M +USD 386 k +9,582 +66%
ECA
14
Elevated Capital Advisors
Utah
USD 915 k -USD 63.1 k -1,567 -7%
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
USD 904 k -USD 18.4 k -457 -2%
Atomi Financial Group
16
Atomi Financial Group
New York
USD 828 k -USD 588 k -14,607 -42%
Fiduciary Alliance
17
Fiduciary Alliance
South Carolina
USD 798 k +USD 81 +2 +0%
HBS
18
Howard Bailey Securities
Indiana
USD 708 k -USD 21.9 k -544 -3%
Insigneo Advisory Services
19
Insigneo Advisory Services
Florida
USD 673 k – – –
Old Mission Capital
20
Old Mission Capital
Illinois
USD 555 k -USD 1.4 M -34,663 -72%
O'Shaughnessy Asset Management
21
O'Shaughnessy Asset Management
Connecticut
USD 515 k +USD 500 k +12,417 Nuevas
MWM
22
McCartney Wealth Management
Missouri
USD 450 k – – –
IWMO
23
Integrated Wealth Management (Ohio)
Ohio
USD 376 k +USD 10.5 k +260 +3%
Dynamic Advisor Solutions
24
Dynamic Advisor Solutions
Arizona
USD 339 k – – –
CA
25
Centennial Advisors
Texas
USD 329 k +USD 1.77 k +44 +0.6%
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