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Simplify Short Term Treasury Futures Strategy ETF
TUA

Name Holding Trade Value Shares
Change 		Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$324M +$351M +14,296,810 New
TF
2
Trek Financial
Arizona
$20.2M +$21M +853,944 +2,264%
HIG
3
Herr Investment Group
Texas
$14.4M +$2.81M +114,310 +22%
FEG
4
Financial Enhancement Group
Indiana
$14.1M +$15.4M +627,514 New
AWM
5
AE Wealth Management
Kansas
$12.4M +$13.4M +545,601 New
DWM
6
Dakota Wealth Management
Florida
$8.98M +$9.72M +395,773 New
SAM
7
Simplify Asset Management
Nevada
$7.99M +$2.63M +107,135 +44%
NA
8
NewEdge Advisors
Louisiana
$7.94M -$1.06M -43,098 -11%
PFA
9
Peak Financial Advisors
Colorado
$6.32M +$6.84M +278,719 New
HCM
10
Hollencrest Capital Management
California
$4.56M – – –
Truist Financial
11
Truist Financial
North Carolina
$4.42M +$4.78M +194,759 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.4M -$2.85M -115,944 -37%
Jane Street
13
Jane Street
New York
$2.84M -$3M -122,287 -49%
BWM
14
BlackDiamond Wealth Management
New York
$2.19M -$1.82M -74,184 -43%
TI
15
Tidal Investments
Wisconsin
$1.79M -$424K -17,268 -18%
AA
16
Ancora Advisors
Ohio
$1.04M +$565K +23,000 +101%
BOSSRA
17
B.O.S.S. Retirement Advisors
Utah
$918K +$994K +40,487 New
GLR
18
Great Lakes Retirement
Ohio
$861K +$928K +37,801 New
HighTower Advisors
19
HighTower Advisors
Illinois
$759K +$73.7K +3,000 +10%
JP Morgan Chase
20
JP Morgan Chase
New York
$737K +$798K +32,509 New
JIR
21
James Investment Research
Ohio
$652K -$78.4K -3,194 -10%
AWA
22
Authentikos Wealth Advisory
California
$337K +$365K +14,875 New
RIA
23
Regal Investment Advisors
Michigan
$315K +$341K +13,870 New
IA
24
IFP Advisors
Florida
$258K -$15.4K -627 -5%
Osaic Holdings
25
Osaic Holdings
Arizona
$196K -$408K -16,620 -66%
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