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Simplify Volatility Premium ETF
SVOL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
AE Wealth Management
1
AE Wealth Management
Kansas
USD 12.6 M +USD 1.4 M +87,902 +13%
OL
2
Owen LaRue
Kentucky
USD 7.43 M +USD 3.66 M +230,132 +99%
ECA
3
Elevated Capital Advisors
Utah
USD 5.55 M +USD 662 k +41,576 +14%
KCM
4
Key Capital Management
Tennessee
USD 2.98 M +USD 246 k +15,430 +9%
Visionary Wealth Advisors
5
Visionary Wealth Advisors
Illinois
USD 2.59 M -USD 256 k -16,096 -9%
One Capital Management
6
One Capital Management
California
USD 1.99 M – – –
HBS
7
Howard Bailey Securities
Indiana
USD 1.98 M +USD 25.8 k +1,623 +1%
PEA
8
Park Edge Advisors
Ohio
USD 1.91 M +USD 340 k +21,378 +22%
BOSSRA
9
B.O.S.S. Retirement Advisors
Utah
USD 1.75 M +USD 136 k +8,558 +9%
FA
10
FSA Advisors
Michigan
USD 1.58 M +USD 199 k +12,468 +14%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
USD 1.17 M -USD 142 k -8,899 -11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 1.09 M -USD 879 k -55,201 -45%
AWA
13
Authentikos Wealth Advisory
California
USD 932 k -USD 36.9 k -2,318 -4%
BFAG
14
Blackston Financial Advisory Group
Florida
USD 910 k +USD 60 k +3,769 +7%
TA
15
Tactive Advisors
Florida
USD 836 k -USD 91.6 k -5,751 -10%
Beacon Capital Management LLC (Tennessee)
16
Beacon Capital Management LLC (Tennessee)
Tennessee
USD 833 k -USD 300 k -18,832 -27%
CA
17
Cambridge Advisors
Nebraska
USD 828 k +USD 33.7 k +2,117 +4%
MWM
18
Mosley Wealth Management
California
USD 741 k +USD 571 k +35,848 +347%
LWMI
19
Legacy Wealth Management (Idaho)
Idaho
USD 719 k -USD 877 k -55,109 -55%
Discipline Wealth Solutions
20
Discipline Wealth Solutions
South Carolina
USD 700 k +USD 137 k +8,592 +25%
NA
21
Networth Advisors
Pennsylvania
USD 657 k +USD 77.1 k +4,840 +13%
Sigma Planning Corp
22
Sigma Planning Corp
Michigan
USD 647 k +USD 23.5 k +1,476 +4%
MML Investors Services
23
MML Investors Services
Massachusetts
USD 638 k +USD 116 k +7,274 +22%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
USD 623 k +USD 90.6 k +5,692 +17%
Maridea Wealth Management
25
Maridea Wealth Management
New York
USD 545 k +USD 134 k +8,417 +33%
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