SIMPLIFY EXCHANGE TRADED FUN

Ticker: CTA CUSIP: 82889N699 Class: ETF

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

InstitutionSharesValue ($000)
CWM, LLC2,939,794$80
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,892,787$80,162
Boothe Investment Group, Inc.1,728,504$47,119
LPL Financial LLC1,072,343$29,232
BANK OF AMERICA CORP /DE/1,022,524$27,874
AE Wealth Management LLC977,534$26,648
Independence Wealth Advisors, LLC890,051$24,263
IAG Wealth Partners, LLC811,968$22,134
Altiora Financial Group, LLC664,457$18,113
PEAK FINANCIAL ADVISORS LLC583,181$15,898
ASSETMARK, INC563,943$15,373
HighTower Advisors, LLC528,675$14,412
Brinker Capital Investments, LLC523,385$14,267
ENVESTNET ASSET MANAGEMENT INC503,099$13,714
&PARTNERS472,825$12,889
ABBINGTON INVESTMENT GROUP461,889$12,591
NEW YORK LIFE INVESTMENT MANAGEMENT LLC430,212$11,728
Fielder Capital Group LLC417,734$11,387
Ferguson Shapiro LLC385,371$10,505
OmniStar Financial Group, Inc.377,029$10,278
Compound Planning, Inc.371,201$10,119
TRUIST FINANCIAL CORP370,812$10,108
Clark Capital Management Group, Inc.337,101$9,189
RAYMOND JAMES FINANCIAL INC335,435$9,144
Elevated Capital Advisors, LLC332,121$9,054
Cambridge Investment Research Advisors, Inc.314,699$9
Philip James Wealth Mangement, LLC296,881$8,093
MORGAN STANLEY288,267$7,858
Pasadena Private Wealth, LLC286,063$7,798
COWA, LLC275,014$7,497
Aspen Wealth Strategies, LLC256,767$6,999
POM Investment Strategies, LLC238,625$6,505
OSAIC HOLDINGS, INC.237,069$6,463
Belpointe Asset Management LLC200,800$5,474
THEORY FINANCIAL LLC197,148$5,623
Deane Retirement Strategies, Inc.194,542$5,303
CSS LLC/IL193,515$5,275
Longview Financial Advisors, Inc.190,790$5,201
Beacon Capital Management, Inc.186,965$5,097
MAI Capital Management183,362$4,998
NorthCrest Asset Manangement, LLC176,567$4,859
Atria Investments, Inc175,965$4,797
Archford Capital Strategies, LLC164,745$4,491
Key Capital Management, INC159,726$4,354
Baird Financial Group, Inc.159,126$4,338
IFG Advisory, LLC145,694$3,972
Kestra Advisory Services, LLC138,086$3,764
PMV Capital Advisers, LLC130,819$3,566
STIFEL FINANCIAL CORP130,010$3,544
Beacon Capital Management, LLC128,295$3,497
HOWARD BAILEY SECURITIES, LLC127,545$3,477
Private Advisor Group, LLC127,452$3,474
Fundamentum, LLC125,102$3,410
Clear Creek Financial Management, LLC124,028$3,381
Upper Left Wealth Management, LLC119,077$3,246
MML INVESTORS SERVICES, LLC116,433$3,174
TriaGen Wealth Management LLC114,909$3,132
Western Wealth Management, LLC110,977$3,025
Dynamic Advisor Solutions LLC110,605$3,015
Cumberland Partners Ltd110,322$3,007
R. W. Roge & Company, Inc.108,483$3
B.O.S.S. Retirement Advisors, LLC105,428$2,874
Steward Partners Investment Advisory, LLC104,407$2,846
FSA Advisors, Inc.102,557$2,796
CreativeOne Wealth, LLC101,546$2,768
Wealthcare Advisory Partners LLC96,446$2,629
Sanctuary Advisors, LLC95,938$2,615
Austin Wealth Management, LLC93,530$2,576
Vise Technologies, Inc.91,075$2,483
ROYAL BANK OF CANADA85,883$2,341
Authentikos Wealth Advisory, LLC84,963$2,316
Empirical Asset Management, LLC75,976$2,071
Sound Financial Strategies Group, LLC74,702$2,036
CITIGROUP INC72,500$1,976
JANE STREET GROUP, LLC71,440$1,947
Principia Wealth Advisory, LLC70,899$1,933
Optivise Advisory Services LLC66,777$1,820
Pekin Hardy Strauss, Inc.66,430$1,811
Cambria Investment Management, L.P.66,056$1,801
BANK OF NOVA SCOTIA66,000$1,799
Darwin Wealth Management, LLC63,597$1,734
AXXCESS WEALTH MANAGEMENT, LLC62,593$1,706
Proficio Capital Partners LLC62,316$1,699
Sharp Financial Services, LLC60,740$1,656
Andina Capital Management, LLC58,184$1,586
Encompass More Asset Management57,799$1,576
Farther Finance Advisors, LLC57,457$1,566
Fiduciary Alliance LLC57,096$1,556
FMA Wealth Management, LLC56,634$1,544
CAPITAL FINANCIAL GROUP INC\CO\ /ADV55,798$1,521
Wealth Enhancement Trust Services, Inc.55,247$1,506
PRINCIPAL SECURITIES, INC.54,970$1,498
RFG Advisory, LLC51,340$1,400
Mariner, LLC49,444$1,348
Blackston Financial Advisory Group, LLC48,416$1,320
Delta Investment Management, LLC48,381$1,319
Miracle Mile Advisors, LLC48,087$1,311
Latitude Advisors, LLC47,201$1,287
SECURED RETIREMENT ADVISORS, LLC46,616$1,271
ORG Wealth Partners, LLC45,863$1,250
107 other institutions1,630,143$41,710
Total (207 institutions)30,648,923$742,804