We are live on ! Find out more
PFIX icon

Simplify Interest Rate Hedge ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$50.2K +$31.3K +658 +169%
CT
27
Colonial Trust
South Carolina
$47.9K +$47.6K +1,000 New
Steward Partners Investment Advisory
28
Steward Partners Investment Advisory
New York
$46.1K -$2.33K -49 -5%
AIC
29
Archer Investment Corporation
Indiana
$38.4K – – –
CWM
30
Copia Wealth Management
Oregon
$35.7K – – –
HIA
31
Harbor Investment Advisory
Maryland
$28.8K +$28.5K +600 New
Farther Finance Advisors
32
Farther Finance Advisors
California
$28.6K -$363K -7,632 -93%
US Bancorp
33
US Bancorp
Minnesota
$26.1K +$19K +400 +276%
TCM
34
Triumph Capital Management
Colorado
$16.4K +$16.3K +342 New
TAM
35
Tucker Asset Management
Colorado
$15.1K +$15K +316 New
NewEdge Advisors
36
NewEdge Advisors
Louisiana
$3.83K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$2.78K -$36.8K -773 -93%
AE Wealth Management
38
AE Wealth Management
Kansas
$1.14K – – –
Global Retirement Partners
39
Global Retirement Partners
California
$431 – – –
MAI Capital Management
40
MAI Capital Management
Ohio
$288 – – –
Morgan Stanley
41
Morgan Stanley
New York
$157 -$7.04K -148 -98%
Wells Fargo
42
Wells Fargo
California
$89 +$48 +1 +100%
DFA
43
DHJJ Financial Advisors
Illinois
$48 – – –
TJHA
44
Thomas J. Herzfeld Advisors
Florida
– -$9.23M -191,613 Closed
AFP
45
Ausdal Financial Partners
Iowa
– -$4.14M -86,032 Closed
AIM
46
Advyzon Investment Management
Illinois
– -$2.98M -61,855 Closed
PHS
47
Pekin Hardy Strauss
Illinois
– -$1.19M -24,685 Closed
SWA
48
Stratos Wealth Advisors
Ohio
– -$779K -16,167 Closed
Choreo LLC
49
Choreo LLC
Illinois
– -$629K -13,053 Closed
JHC
50
J. Hagan Capital
Kentucky
– -$339K -7,031 Closed