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Simplify Managed Futures Strategy ETF
CTA

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$134M +$20.9M +703,294 +16%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$75.4M +$29.5M +993,483 +47%
Citigroup
3
Citigroup
New York
$55M +$23M +775,000 +58%
BIG
4
Boothe Investment Group
Delaware
$45.2M +$89.9K +3,029 +0.2%
LPL Financial
5
LPL Financial
California
$38.3M +$12.5M +421,789 +40%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$30.1M -$3.39M -114,272 -9%
AWM
7
AE Wealth Management
Kansas
$26M +$1.85M +62,359 +7%
IWAO
8
Independence Wealth Advisors (Ohio)
Ohio
$25.3M +$661K +22,288 +2%
IWP
9
IAG Wealth Partners
Wisconsin
$21.3M +$777K +26,180 +3%
UBS Group
10
UBS Group
Switzerland
$20.9M -$149K -5,015 -0.6%
AssetMark Inc
11
AssetMark Inc
California
$16.1M +$2.81M +94,695 +18%
DRS
12
Deane Retirement Strategies
Louisiana
$15.5M +$5.89M +198,385 +50%
HighTower Advisors
13
HighTower Advisors
Illinois
$14M -$4.31M -145,137 -21%
AIG
14
Abbington Investment Group
Connecticut
$13.9M +$731K +24,648 +5%
BCMIO
15
Beacon Capital Management Inc (Ohio)
Ohio
$13.7M +$5.33M +179,519 +51%
PPW
16
Pasadena Private Wealth
California
$13.3M -$326K -10,983 -2%
AFG
17
Altiora Financial Group
Ohio
$13.1M -$3.77M -127,001 -20%
FCG
18
Fielder Capital Group
Tennessee
$12.6M +$549K +18,512 +4%
AFG
19
Atomi Financial Group
New York
$12M +$2.72M +91,579 +25%
Truist Financial
20
Truist Financial
North Carolina
$11.8M +$2.19M +73,731 +19%
P
21
&Partners
Tennessee
$11.5M -$1.22M -41,271 -8%
NYLIM
22
New York Life Investment Management
New York
$11.3M +$880K +29,649 +7%
PFA
23
Peak Financial Advisors
Colorado
$11.1M -$82.6K -2,782 -0.6%
OFG
24
OmniStar Financial Group
North Carolina
$11M +$880K +29,649 +8%
BCI
25
Brinker Capital Investments
Pennsylvania
$10.9M -$163K -5,502 -1%
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