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Simplify Managed Futures Strategy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$50.8M +$49.7M +1,711,762 +56,326%
AWM
2
AE Wealth Management
Kansas
$28.8M +$9.03M +310,814 +47%
LPL Financial
3
LPL Financial
California
$22M +$9.4M +323,572 +77%
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.3M +$10.2M +350,049 +94%
HighTower Advisors
5
HighTower Advisors
Illinois
$20.9M +$13.5M +463,768 +191%
PPW
6
Pasadena Private Wealth
California
$16M +$10.5M +360,001 +199%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.6M -$199K -6,856 -1%
PAG
8
Private Advisor Group
New Jersey
$12.6M +$10.8M +373,329 +696%
BCI
9
Brinker Capital Investments
Pennsylvania
$12.5M -$885K -30,465 -7%
OPS
10
Orion Portfolio Solutions
Nebraska
$12.5M -$885K -30,465 -7%
AFG
11
Altiora Financial Group
Ohio
$11.6M +$3.21M +110,629 +39%
Wells Fargo
12
Wells Fargo
California
$10.5M -$9.45M -325,148 -48%
CCFM
13
Clear Creek Financial Management
Washington
$9.91M +$92.7K +3,192 +1%
PFA
14
Peak Financial Advisors
Colorado
$9.68M +$69.4K +2,389 +0.7%
WWM
15
Whalen Wealth Management
Nevada
$9.2M +$5.43M +186,956 +151%
CAWM
16
Capital A Wealth Management
Pennsylvania
$8.6M +$8.44M +290,509 New
PIS
17
POM Investment Strategies
North Carolina
$8.47M +$8.32M +286,194 New
NWM
18
Napa Wealth Management
California
$8.36M +$7.12M +244,939 +655%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$7.89M +$338K +11,649 +5%
Morgan Stanley
20
Morgan Stanley
New York
$7.83M +$2.76M +95,127 +56%
ARC
21
Advisor Resource Council
Texas
$6.8M +$6.89M +237,109 New
DAS
22
Dynamic Advisor Solutions
Arizona
$6.02M +$5.91M +203,248 New
SPIA
23
Steward Partners Investment Advisory
New York
$6.01M +$1.61M +55,247 +37%
PJWM
24
Philip James Wealth Mangement
Georgia
$5.89M +$1.07M +36,960 +23%
LFA
25
Longview Financial Advisors
Alabama
$5.87M +$540K +18,600 +10%