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Simplify Hedged Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
WealthPLAN Partners
Nebraska
$13.5M -$9.06M -389,911 -41%
FEG
2
Financial Enhancement Group
Indiana
$10.4M +$1.61M +69,197 +19%
WIM
3
WealthPlan Investment Management
Nebraska
$8.64M -$13.9M -596,506 -62%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$8.22M -$9.85M -423,873 -55%
CAN
5
Cetera Advisor Networks
California
$7.03M +$95K +4,088 +1%
AAS
6
Ameritas Advisory Services
Nebraska
$6.43M -$3.32M -142,847 -34%
HighTower Advisors
7
HighTower Advisors
Illinois
$4.48M +$3.95M +169,933 +870%
BCI
8
Brinker Capital Investments
Pennsylvania
$4.15M +$456K +19,623 +13%
OPS
9
Orion Portfolio Solutions
Nebraska
$4.15M +$3.63M +156,277 +816%
JP Morgan Chase
10
JP Morgan Chase
New York
$3.89M +$303K +13,033 +9%
SMC
11
Smith, Moore & Co
Missouri
$3.28M +$80.7K +3,473 +3%
AAS
12
Avantax Advisory Services
Texas
$2.63M +$315K +13,562 +14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.47M +$2.43M +104,735 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.59M +$175K +7,521 +13%
SPIA
15
Steward Partners Investment Advisory
New York
$1.37M +$348K +14,968 +35%
Truist Financial
16
Truist Financial
North Carolina
$1.3M +$175K +7,521 +16%
LWM
17
Lionsbridge Wealth Management
Florida
$801K +$44K +1,891 +6%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$543K +$535K +22,994 New
PEA
19
Park Edge Advisors
Ohio
$532K
AWA
20
ARQ Wealth Advisors
Arizona
$511K +$503K +21,619 New
Wolverine Trading
21
Wolverine Trading
Illinois
$452K +$448K +19,268 New
DADC
22
D.A. Davidson & Co
Montana
$302K +$297K +12,785 New
TCM
23
TD Capital Management
Tennessee
$268K +$46 +2 +0%
UBS Group
24
UBS Group
Switzerland
$92.5K +$91K +3,913 New
Osaic Holdings
25
Osaic Holdings
Arizona
$75.7K +$1.49K +64 +2%