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Simplify Managed Futures Strategy ETF
CTA

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.7M +$12.6M +435,567 +1,320%
RJA
2
Raymond James & Associates
Florida
$9.65M +$9.56M +329,121 New
SAM
3
Simplify Asset Management
Nevada
$5.28M +$3.45M +118,780 +194%
DWP
4
Destiny Wealth Partners
Florida
$4.84M +$4.8M +165,204 New
ACM
5
Arlington Capital Management
Illinois
$4.16M +$4.11M +141,651 New
SEA
6
Stegent Equity Advisors
Texas
$3.98M +$149K +5,134 +4%
TF
7
Trek Financial
Arizona
$3.55M +$3.52M +121,100 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.85M +$2.82M +97,069 New
PAG
9
Private Advisor Group
New Jersey
$2.41M +$1.29M +44,599 +119%
BCI
10
Brinker Capital Investments
Pennsylvania
$2.39M +$2.37M +81,606 New
DWM
11
Dakota Wealth Management
Florida
$2.09M +$2.07M +71,353 New
MCC
12
Money Concepts Capital
Florida
$1.84M +$1.82M +62,618 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.7M +$1.68M +57,842 New
Truist Financial
14
Truist Financial
North Carolina
$1.62M +$1.61M +55,367 New
SAM
15
Stringer Asset Management
Tennessee
$715K +$1.2M +41,498 New
FANJ
16
Financial Architects (New Jersey)
New Jersey
$707K +$700K +24,120 New
OMC
17
Old Mission Capital
Illinois
$618K +$612K +21,069 New
OPS
18
Orion Portfolio Solutions
Nebraska
$607K +$601K +20,702 New
AWM
19
Aries Wealth Management
Maine
$583K +$570K +19,620 New
SAF
20
Smith Anglin Financial
Texas
$500K +$262K +9,010 +112%
SC
21
Solstein Capital
California
$499K – – –
KAS
22
Kestra Advisory Services
Texas
$407K +$403K +13,868 New
VAS
23
Vestmark Advisory Solutions
Massachusetts
$223K +$220K +7,591 New
CFGS
24
Concourse Financial Group Securities
Alabama
$45K +$44.2K +1,523 New
IA
25
IFP Advisors
Florida
$40K +$45.1K +1,552 New
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