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Simplify MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$146M -$340K -6,811 -0.2%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$119M -$38M -760,760 -24%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$96.8M +$17.3M +346,809 +22%
Wells Fargo
4
Wells Fargo
California
$77.8M -$813K -16,284 -1%
MML Investors Services
5
MML Investors Services
Massachusetts
$71.7M +$5.68M +113,729 +9%
HCM
6
Hilton Capital Management
New York
$57.7M +$24.4M +488,190 +74%
ECM
7
Evergreen Capital Management
Washington
$53.1M +$15.8M +316,987 +43%
MCCA
8
Mill Creek Capital Advisors
Pennsylvania
$37M +$1.26M +25,264 +4%
WG
9
Watchman Group
Texas
$35.4M +$6.23M +124,842 +21%
KAM
10
Knightsbridge Asset Management
California
$28.7M +$683K +13,678 +2%
PFA
11
Peak Financial Advisors
Colorado
$18.5M +$400K +8,020 +2%
TIM
12
Tortoise Investment Management
New York
$16.7M +$1.55M +31,026 +10%
MFA
13
Morling Financial Advisors
California
$15.1M +$944K +18,913 +7%
AWM
14
Aprio Wealth Management
Georgia
$14.8M +$4.44M +88,962 +43%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$14M +$8.76M +175,515 +168%
BHWM
16
Bar Harbor Wealth Management
New Hampshire
$14M +$5.41M +108,332 +64%
CI Investments Inc
17
CI Investments Inc
Ontario, Canada
$13.6M -$1.41M -28,200 -9%
PCP
18
Proficio Capital Partners
Massachusetts
$13.1M +$4.89M +97,902 +60%
CF
19
Convergence Financial
Missouri
$12.7M +$842K +16,866 +7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11.7M +$2.65M +52,996 +29%
EWM
21
Edge Wealth Management
New York
$11.4M +$5.33M +106,797 +89%
HCA
22
Heck Capital Advisors
Wisconsin
$11.2M +$604K +12,091 +6%
PHS
23
Pekin Hardy Strauss
Illinois
$10.9M +$2.96M +59,260 +37%
FM
24
Family Management
New York
$10.3M -$167K -3,351 -2%
HCM
25
Hutchinson Capital Management
California
$9.83M +$3.13M +62,590 +47%