SIMPLIFY EXCHANGE TRADED FUN

Ticker: CDX CUSIP: 82889N830 Class: HIGH YIELD ETF

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

InstitutionSharesValue ($000)
ENVESTNET ASSET MANAGEMENT INC1,369,552$30,500
AE Wealth Management LLC1,216,909$27,101
Altiora Financial Group, LLC1,074,402$23,927
Park Edge Advisors, LLC753,087$16,771
LPL Financial LLC725,182$16,150
Insight Wealth Strategies, LLC647,232$14,414
COMMONWEALTH EQUITY SERVICES, LLC386,656$8,611
DRIVE WEALTH MANAGEMENT, LLC372,252$8,290
NewEdge Wealth, LLC337,443$7,515
Meridian Wealth Management, LLC319,206$7,109
Brinker Capital Investments, LLC318,520$7,093
Prime Capital Investment Advisors, LLC289,332$6,443
OSAIC HOLDINGS, INC.279,015$6,214
FLAGSHIP HARBOR ADVISORS, LLC252,039$5,613
ADAPT WEALTH ADVISORS, LLC228,349$5,085
NewEdge Advisors, LLC228,141$5,081
Steward Partners Investment Advisory, LLC226,554$5,045
PRINCIPAL SECURITIES, INC.226,433$5,043
Envestnet Portfolio Solutions, Inc.221,593$4,935
Kensington Asset Management, LLC218,669$4,874
Mid-American Wealth Advisory Group, Inc.210,408$4,686
JANE STREET GROUP, LLC204,107$4,545
Security National Bank199,112$4,434
Focus Partners Wealth187,408$4,174
Soltis Investment Advisors LLC154,563$3,442
WCG Wealth Advisors LLC154,152$3,433
Pekin Hardy Strauss, Inc.139,237$3,101
Summit Financial, LLC138,482$3,084
RiverTree Advisors, LLC129,536$2,885
CITADEL ADVISORS LLC123,903$2,759
Fifth Third Securities, Inc.115,525$2,573
Ankerstar Wealth, LLC115,326$2,568
Kingsview Wealth Management, LLC107,042$2,384
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC98,609$2,196
Centennial Wealth Advisory LLC90,438$2,014
RFG Advisory, LLC69,210$1,541
Private Advisor Group, LLC68,759$1,531
STEPHENS INC /AR/63,958$1,424
SILVER OAK SECURITIES, INCORPORATED57,262$1,276
CIBC WORLD MARKET INC.56,374$1,255
Whalen Wealth Management Inc.55,956$1,246
Advisory Services Network, LLC54,974$1,224
Worth Asset Management, LLC46,324$1,032
MML INVESTORS SERVICES, LLC43,479$968
Retirement Planning Group, LLC41,122$916
Cetera Investment Advisers38,583$859
KESTRA PRIVATE WEALTH SERVICES, LLC38,161$850
TD Waterhouse Canada Inc.30,400$676
Cooper Financial Group30,024$669
GKV Capital Management Co., Inc.27,705$617
Advisor Resource Council27,526$609
CreativeOne Wealth, LLC27,510$613
OLD MISSION CAPITAL LLC25,646$571
Cambridge Investment Research Advisors, Inc.21,786$0
LaSalle St. Investment Advisors, LLC19,292$0
Almanack Investment Partners, LLC.19,174$427
Kestra Advisory Services, LLC17,512$390
HRT FINANCIAL LP17,054$0
Trajan Wealth LLC15,678$349
SUSQUEHANNA INTERNATIONAL GROUP, LLP14,983$334
StoneX Group Inc.14,044$313
Heck Capital Advisors, LLC12,975$289
MBA Advisors LLC11,312$252
Belpointe Asset Management LLC10,954$244
GFS Advisors, LLC10,875$242
Janney Montgomery Scott LLC10,622$0
BayBridge Capital Group, LLC10,217$228
Triumph Capital Management9,757$217
PNC Financial Services Group, Inc.8,100$180
CWM, LLC5,410$0
NBC SECURITIES, INC.1,881$42
Clearstead Advisors, LLC1,705$38
PRIVATE TRUST CO NA1,353$30
Wealth Enhancement Trust Services, Inc.1,293$29
SRS Capital Advisors, Inc.1,260$28
WELLS FARGO & COMPANY/MN1,197$27
Elevated Capital Advisors, LLC155$3
UBS Group AG139$3
Quest 10 Wealth Builders, Inc.74$2
Geneos Wealth Management Inc.71$2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO45$1
Farther Finance Advisors, LLC21$0
MORGAN STANLEY2$0
Total (83 institutions)12,900,328$285,641