SIMPLIFY EXCHANGE TRADED FUN

Ticker: BUCK CUSIP: 82889N640 Class: TREASURY OPT INC

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
AE Wealth Management LLC1,164,244$27,598
LPL Financial LLC653,105$15,482
Elevated Capital Advisors, LLC448,925$10,642
RiverTree Advisors, LLC315,004$7,467
POM Investment Strategies, LLC292,378$6,931
WEDBUSH SECURITIES INC260,525$6
Park Edge Advisors, LLC225,404$5,343
PRINCIPAL SECURITIES, INC.204,192$4,840
Brinker Capital Investments, LLC197,522$4,682
Key Capital Management, INC191,273$4,534
ENVESTNET ASSET MANAGEMENT INC189,230$4,486
Beacon Capital Management, LLC157,460$3,733
HOWARD BAILEY SECURITIES, LLC155,592$3,688
B.O.S.S. Retirement Advisors, LLC125,208$2,968
FSA Advisors, Inc.120,380$2,854
Owen LaRue, LLC110,354$2,616
Encompass More Asset Management110,138$2,611
Kestra Advisory Services, LLC109,036$2,585
WCG Wealth Advisors LLC102,933$2,440
CreativeOne Wealth, LLC99,809$2,366
Authentikos Wealth Advisory, LLC95,250$2,258
GK Wealth Management LLC84,552$2,004
Impact Partnership Wealth, LLC80,389$1,906
COMPASS CAPITAL CORP /MA/ /ADV77,454$1,836
Prime Capital Investment Advisors, LLC68,020$1,612
LANE BROTHERS & CO INC67,154$1,592
Farther Finance Advisors, LLC66,529$1,577
OSAIC HOLDINGS, INC.64,261$1,523
TME FINANCIAL, INC.63,183$1,498
Integrated Advisors Network LLC59,832$1,418
Blackston Financial Advisory Group, LLC58,505$1,387
SteelPeak Wealth, LLC56,800$1,346
Caerus Investment Advisors, LLC55,304$1,311
Belpointe Asset Management LLC53,909$1,278
Fortis Capital Advisors, LLC53,909$1,278
Cambridge Advisors Inc.49,326$1,169
Redhawk Wealth Advisors, Inc.49,274$1,168
Independent Advisor Alliance47,975$1,137
Networth Advisors, LLC41,223$977
Advisory Services Network, LLC38,848$921
Andina Capital Management, LLC37,513$889
Moors & Cabot, Inc.35,340$838
Brookwood Investment Group LLC34,466$817
Alpine Bank Wealth Management34,294$813
Steward Partners Investment Advisory, LLC33,380$791
OLD MISSION CAPITAL LLC32,300$766
Dynamic Advisor Solutions LLC32,031$759
Cambridge Investment Research Advisors, Inc.31,707$1
Straight Path Wealth Management26,575$630
Revisor Wealth Management LLC25,952$616
Prosperity Wealth Management, Inc.23,807$564
Sanctuary Advisors, LLC21,340$506
Legacy Wealth Managment, LLC/ID21,148$501
Mosley Wealth Management20,447$488
Lloyd Advisory Services, LLC.20,228$480
Soltis Investment Advisors LLC19,561$464
JANE STREET GROUP, LLC17,609$417
Decker Retirement Planning Inc.16,983$403
RFG Advisory, LLC15,980$379
HRT FINANCIAL LP14,520$0
Foundations Investment Advisors, LLC14,411$342
Newbridge Financial Services Group, Inc.13,645$323
Private Advisor Group, LLC13,516$320
CAPTRUST FINANCIAL ADVISORS12,531$297
Sage Capital Advisors,llc12,132$288
CITADEL ADVISORS LLC11,684$277
Wealthcare Advisory Partners LLC11,299$268
Leo Wealth, LLC10,332$245
Reyes Financial Architecture, Inc.10,180$241
Koshinski Asset Management, Inc.9,111$216
Advisor OS, LLC8,989$213
NewEdge Advisors, LLC6,971$165
SRS Capital Advisors, Inc.6,744$160
PNC Financial Services Group, Inc.6,000$142
Golden State Wealth Management, LLC5,067$120
Sound Income Strategies, LLC2,124$51
WINNOW WEALTH LLC2,109$51
HOLLENCREST CAPITAL MANAGEMENT2,090$50
CWM, LLC1,926$0
NBC SECURITIES, INC.1,782$42
PRIVATE TRUST CO NA1,550$37
UBS Group AG1,490$35
FLAGSHIP HARBOR ADVISORS, LLC600$14
Triumph Capital Management275$7
MORGAN STANLEY252$6
HARBOUR INVESTMENTS, INC.142$3
WELLS FARGO & COMPANY/MN1$0
Total (87 institutions)7,146,543$162,105