We are live on ! Find out more
SPD icon

Simplify US Equity PLUS Downside Convexity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FEG
1
Financial Enhancement Group
Indiana
$75.1M -$3.57M -110,957 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.4M +$5.38M +167,259 +21%
HighTower Advisors
3
HighTower Advisors
Illinois
$29.9M +$6.49M +201,784 +29%
RJA
4
Raymond James & Associates
Florida
$20.9M +$11.6K +361 +0.1%
KCM
5
Kathmere Capital Management
Pennsylvania
$20.7M +$1.05M +32,623 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.7M +$29.8K +926 +0.2%
AFA
7
Atlas Financial Advisors
California
$13.3M +$12.8M +398,968 New
CFA
8
Carroll Financial Associates
North Carolina
$11.2M +$699K +21,736 +7%
SAM
9
Stringer Asset Management
Tennessee
$8.91M -$3.69M -114,640 -44%
TWM
10
Tradition Wealth Management
Minnesota
$7.49M +$541K +16,834 +8%
FS
11
Ferguson Shapiro
Georgia
$6.49M +$1.44M +44,655 +30%
SAS
12
SMI Advisory Services
Indiana
$6.49M +$6.28M +195,214 New
IWC
13
Integrated Wealth Concepts
Massachusetts
$5.23M +$2.62M +81,393 +107%
National Bank of Canada
14
National Bank of Canada
Quebec, Canada
$5M +$4.85M +150,805 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$3.62M -$8.88K -276 -0.3%
AWM
16
Apollon Wealth Management
South Carolina
$3.5M +$1.35M +42,121 +67%
TF
17
Trek Financial
Arizona
$2.88M +$1.24M +38,577 +81%
DAS
18
Dynamic Advisor Solutions
Arizona
$2.76M +$2.67M +82,880 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$2.24M +$142K +4,409 +7%
BW
20
Bison Wealth
Georgia
$1.97M +$327K +10,161 +21%
PAG
21
Private Advisor Group
New Jersey
$1.68M +$1.62M +50,415 New
PFS
22
Prospera Financial Services
Texas
$1.66M -$77.5K -2,410 -5%
SPIA
23
Steward Partners Investment Advisory
New York
$1.51M
CF
24
Clarity Financial
Texas
$1.46M +$39.4K +1,226 +3%
OMC
25
Old Mission Capital
Illinois
$1.33M +$1.29M +39,999 New