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Simplify Interest Rate Hedge ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
26
Palisade Asset Management
Minnesota
$50.6K +$52.2K +1,130 New
CoreCap Advisors
27
CoreCap Advisors
Michigan
$28.1K +$29K +627 New
JP Morgan Chase
28
JP Morgan Chase
New York
$23.1K -$138K -2,979 -85%
Morgan Stanley
29
Morgan Stanley
New York
$18.3K +$12.8K +278 +214%
GTAM
30
Global Trust Asset Management
Florida
$17.9K +$18.5K +400 New
Larson Financial Group
31
Larson Financial Group
Missouri
$16K – – –
Principal Securities
32
Principal Securities
Iowa
$8.96K – – –
US Bancorp
33
US Bancorp
Minnesota
$6.5K – – –
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$5.42K -$5.4K -117 -49%
VWM
35
Venturi Wealth Management
Texas
$4.48K +$4.62K +100 New
AIC
36
Archer Investment Corporation
Indiana
$2.46K – – –
Farther Finance Advisors
37
Farther Finance Advisors
California
$2.36K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1K -$3.83K -83 -83%
GIA
39
GHP Investment Advisors
Colorado
$269 – – –
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$236 +$231 +5 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$90 +$46 +1 +100%
Wells Fargo
42
Wells Fargo
California
$55 – – –
DFA
43
DHJJ Financial Advisors
Illinois
$45 – – –
Jane Street
44
Jane Street
New York
– -$24.7M -618,716 Closed
AE Wealth Management
45
AE Wealth Management
Kansas
– -$3.66M -76,974 Closed
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
– -$2.29M -31,875 Closed
Simplify Asset Management
47
Simplify Asset Management
Nevada
– -$1.17M -29,345 Closed
Cetera Advisors
48
Cetera Advisors
Colorado
– -$1.17M -29,318 Closed
RG
49
Retirement Group
California
– -$1.08M -27,089 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$671K -16,780 Closed