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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
$156M
SEI Investments
2
SEI Investments
Pennsylvania
$145M +$5.67M +112,533 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$78.7M +$7.13M +141,483 +10%
Wells Fargo
4
Wells Fargo
California
$77.9M -$3.09M -61,450 -4%
MML Investors Services
5
MML Investors Services
Massachusetts
$65.4M +$6.36M +126,318 +11%
ECM
6
Evergreen Capital Management
Washington
$36.9M -$3.52M -69,800 -9%
MCCA
7
Mill Creek Capital Advisors
Pennsylvania
$35.4M -$9.62M -191,055 -21%
HCM
8
Hilton Capital Management
New York
$32.9M -$5.41M -107,493 -14%
WG
9
Watchman Group
Texas
$28.9M +$1.33M +26,411 +5%
KAM
10
Knightsbridge Asset Management
California
$27.7M +$3.36M +66,635 +14%
PFA
11
Peak Financial Advisors
Colorado
$17.9M -$1.67M -33,068 -8%
TIM
12
Tortoise Investment Management
New York
$15M +$1.89M +37,481 +14%
CI Investments Inc
13
CI Investments Inc
Ontario, Canada
$14.9M -$2.39M -47,360 -14%
MFA
14
Morling Financial Advisors
California
$14M +$14.2M +281,490 New
CF
15
Convergence Financial
Missouri
$11.8M +$11.9M +236,472 New
HCA
16
Heck Capital Advisors
Wisconsin
$10.5M +$1.26M +25,072 +13%
FM
17
Family Management
New York
$10.4M +$1.7M +33,838 +19%
AWM
18
Aprio Wealth Management
Georgia
$10.3M +$1.5M +29,872 +17%
LAM
19
L2 Asset Management
Massachusetts
$9.22M +$9.35M +185,642 New
CCC
20
Compass Capital Corp
Massachusetts
$9.22M +$9.35M +185,576 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9M +$7.9M +156,963 +650%
AIP
22
Almanack Investment Partners
Pennsylvania
$8.98M +$1.35M +26,728 +17%
EFG
23
Ethos Financial Group
Pennsylvania
$8.98M +$9.1M +180,717 New
LG
24
Leuthold Group
Minnesota
$8.83M -$4.82M -95,630 -35%
LI
25
LHM Inc
Utah
$8.67M +$1.96M +39,000 +29%