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Simplify MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$60.4M +$60.4M +1,198,715 New
MML Investors Services
2
MML Investors Services
Massachusetts
$49.5M +$48.4M +959,805 +4,299%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$47.9M +$6.6M +131,095 +16%
MCCA
4
Mill Creek Capital Advisors
Pennsylvania
$45.1M +$2.81M +55,819 +7%
SAM
5
Simplify Asset Management
Nevada
$44.5M +$44.6M +884,453 New
Wells Fargo
6
Wells Fargo
California
$42.4M +$42.4M +841,289 New
WG
7
Watchman Group
Texas
$25.9M +$24.8M +491,981 +2,133%
ECM
8
Evergreen Capital Management
Washington
$21.5M +$13M +258,765 +153%
PFA
9
Peak Financial Advisors
Colorado
$19.6M +$4.55M +90,280 +30%
CI Investments Inc
10
CI Investments Inc
Ontario, Canada
$18.6M +$539K +10,700 +3%
KAM
11
Knightsbridge Asset Management
California
$17.3M +$17.3M +344,188 New
BHWM
12
Bar Harbor Wealth Management
New Hampshire
$13.4M +$3.68M +73,068 +38%
LG
13
Leuthold Group
Minnesota
$9.36M +$9.36M +185,792 New
PEA
14
Park Edge Advisors
Ohio
$8.57M +$1.1M +21,871 +15%
AWM
15
Aprio Wealth Management
Georgia
$8.24M +$690K +13,697 +9%
HCA
16
Heck Capital Advisors
Wisconsin
$8.18M +$49.6K +984 +0.6%
FM
17
Family Management
New York
$8.16M -$4.53M -89,864 -36%
FAT
18
First American Trust
California
$7.9M +$2.07M +41,091 +36%
SI
19
Stephens Inc
Arkansas
$7.56M -$10.8M -214,608 -59%
AIP
20
Almanack Investment Partners
Pennsylvania
$7.14M +$3.41M +67,687 +91%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.59M +$130K +2,575 +2%
PHS
22
Pekin Hardy Strauss
Illinois
$6.5M -$296K -5,885 -4%
ACM
23
Andina Capital Management
Utah
$5.35M -$210K -4,174 -4%
HI
24
Horizon Investments
North Carolina
$4.45M +$2.31M +45,937 +107%
MLM
25
Mount Lucas Management
Pennsylvania
$3.1M -$43.3K -860 -1%