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Simplify US Equity PLUS Convexity ETF
SPYC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
AWM
1
Austin Wealth Management
Texas
USD 30.6 M +USD 561 k +12,720 +2%
Integrated Wealth Concepts
2
Integrated Wealth Concepts
Massachusetts
USD 14.9 M +USD 1.48 M +33,569 +11%
E
3
EntreWealth
Texas
USD 11.9 M +USD 650 k +14,737 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
USD 11.8 M +USD 8.4 M +190,359 +278%
AE Wealth Management
5
AE Wealth Management
Kansas
USD 6.2 M -USD 2.06 M -46,726 -26%
EWM
6
Evolution Wealth Management
Florida
USD 4.97 M +USD 270 k +6,124 +6%
LAS
7
Lloyd Advisory Services
Georgia
USD 1.57 M +USD 1.44 M +32,644 +2,003%
Financial Enhancement Group
8
Financial Enhancement Group
Indiana
USD 1.5 M -USD 43.9 k -995 -3%
Manhattan West Asset Management
9
Manhattan West Asset Management
California
USD 657 k +USD 634 k +14,371 Nuevas
NWMP
10
Noble Wealth Management PBC
Colorado
USD 607 k -USD 54.7 k -1,240 -9%
Fiduciary Alliance
11
Fiduciary Alliance
South Carolina
USD 581 k +USD 838 +19 +0.1%
LPL Financial
12
LPL Financial
California
USD 570 k +USD 50.8 k +1,152 +10%
ECA
13
Elevated Capital Advisors
Utah
USD 549 k -USD 38 k -861 -7%
BOSSRA
14
B.O.S.S. Retirement Advisors
Utah
USD 504 k -USD 10.1 k -230 -2%
HBS
15
Howard Bailey Securities
Indiana
USD 478 k -USD 7.72 k -175 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
USD 347 k +USD 335 k +7,600 Nuevas
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
USD 334 k -USD 143 k -3,232 -31%
Modern Wealth Management
18
Modern Wealth Management
Kansas
USD 254 k – – –
Creative Planning
19
Creative Planning
Kansas
USD 252 k +USD 244 k +5,527 Nuevas
IWMO
20
Integrated Wealth Management (Ohio)
Ohio
USD 217 k +USD 210 k +4,759 Nuevas
Aptus Capital Advisors
21
Aptus Capital Advisors
Alabama
USD 191 k +USD 71.4 k +1,620 +63%
TAP
22
Tounjian Advisory Partners
Florida
USD 170 k +USD 164 k +3,726 Nuevas
BlackRock
23
BlackRock
New York
USD 143 k – – –
IFG Advisory
24
IFG Advisory
Georgia
USD 105 k +USD 102 k +2,307 Nuevas
KFG
25
Kingdom Financial Group
Arizona
USD 68.8 k -USD 5.47 k -124 -8%
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