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Simplify US Equity PLUS Downside Convexity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAF
1
Smith Anglin Financial
Texas
$29.1M -$261K -10,326 -0.9%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$24.6M +$584K +23,142 +2%
KCM
3
Kathmere Capital Management
Pennsylvania
$24.5M +$3.26M +129,197 +15%
HighTower Advisors
4
HighTower Advisors
Illinois
$18.1M +$6.81M +269,887 +57%
OIA
5
OneDigital Investment Advisors
Kansas
$6.74M +$5.64M +223,436 +410%
PFG
6
Pacific Financial Group
Washington
$6.68M +$574K +22,747 +9%
IA
7
IFP Advisors
Florida
$6.31M -$267K -10,588 -4%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$5.41M +$1.23M +48,792 +28%
RCIM
9
Red Cedar Investment Management
Michigan
$4.45M
AIP
10
Almanack Investment Partners
Pennsylvania
$3.37M +$3.51M +138,988 New
BW
11
Bison Wealth
Georgia
$1.49M +$20.6K +815 +1%
AFP
12
Ausdal Financial Partners
Iowa
$1.38M -$83.8K -3,322 -6%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$1.2M -$117K -4,640 -9%
BS
14
Boenning & Scattergood
Pennsylvania
$1.06M +$851K +33,745 New
SPIA
15
Steward Partners Investment Advisory
New York
$1.01M
LPL Financial
16
LPL Financial
California
$946K -$24.3M -964,743 -96%
CF
17
Clarity Financial
Texas
$936K +$76.7K +3,042 +9%
PFS
18
Prospera Financial Services
Texas
$878K -$326K -12,926 -26%
IAS
19
Insigneo Advisory Services
Florida
$775K +$806K +31,952 New
WIA
20
World Investment Advisors
California
$756K -$26.1K -1,036 -3%
Osaic Holdings
21
Osaic Holdings
Arizona
$727K -$85.3K -3,381 -10%
FEG
22
Financial Enhancement Group
Indiana
$695K -$39.6M -1,569,036 -98%
Jane Street
23
Jane Street
New York
$651K +$678K +26,864 New
OMC
24
Old Mission Capital
Illinois
$619K +$38.8K +1,536 +6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$600K -$14.2M -561,964 -96%