Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: PFIX
- CUSIP Number: 82889n855
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Simplify Exchange Traded Fun stock
Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Pekin, Singer Strauss Asset Management | 94k | $4.2M | 100% | Mar 2024 |
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| Commonwealth Equity Services | 69k | $3.1M | 13% | Mar 2024 |
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| Integrated Wealth Concepts | 60k | $2.7M | 170% | Mar 2024 |
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| BCJ Capital Management | 53k | $2.1M | -46% | Dec 2023 |
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| Park Edge Advisors | 38k | $1.7M | 100% | Mar 2024 |
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| Goldman Sachs Group | 34k | $1.5M | 227% | Mar 2024 |
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| Private Advisor | 33k | $1.5M | 100% | Mar 2024 |
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| Centaurus Financial | 25k | $1.1M | 19% | Mar 2024 |
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| Citadel Advisors | 19k | $852k | -55% | Mar 2024 |
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| VitalStone Financial | 18k | $811k | 6655% | Mar 2024 |
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| Stratos Wealth Advisors | 17k | $752k | 31% | Mar 2024 |
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| Professional Financial Advisors | 16k | $693k | 133% | Mar 2024 |
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| Zazove Associates | 14k | $603k | -22% | Mar 2024 |
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| Fortis Group Advisors | 11k | $498k | 100% | Mar 2024 |
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| Advisor Group Holdings | 11k | $482k | 779% | Mar 2024 |
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| Global Endowment Management | 8.4k | $376k | 100% | Mar 2024 |
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| Belvedere Trading | 7.7k | $345k | 100% | Mar 2024 |
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| Anchor Investment Management | 5.1k | $230k | 0% | Mar 2024 |
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| IFP Advisors | 5.1k | $202k | -39% | Dec 2023 |
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| Mutual Advisors | 4.8k | $214k | 100% | Mar 2024 |
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| UBS Group | 2.1k | $93k | -47% | Mar 2024 |
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| S.A. Mason | 1.6k | $72k | 26% | Mar 2024 |
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| Brian McDonald | 1.4k | $61k | 94% | Mar 2024 |
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| Steward Partners Investment Advisory | 1.3k | $59k | 42% | Mar 2024 |
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| Palisade Asset Management | 1.1k | $51k | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 514.00 | $23k | -85% | Mar 2024 |
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| Morgan Stanley | 408.00 | $18k | -37% | Mar 2024 |
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| Global Trust Asset Management | 400.00 | $18k | 100% | Mar 2024 |
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| Larson Financial Group | 358.00 | $16k | 0% | Mar 2024 |
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| Principal Securities | 200.00 | $9.0k | 0% | Mar 2024 |
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| Us Bancorp | 145.00 | $6.5k | 0% | Mar 2024 |
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| Qube Research & Technologies | 121.00 | $5.4k | -49% | Mar 2024 |
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| Venturi Wealth Management | 100.00 | $4.5k | 100% | Mar 2024 |
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| Archer Investment Corp | 55.00 | $2.5k | 0% | Mar 2024 |
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| Farther Finance Advisors | 50.00 | $2.4k | 0% | Mar 2024 |
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| Royal Bank of Canada | 17.00 | $999.999500 | -83% | Mar 2024 |
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| Richard W. Paul & Associates | 7.00 | $299.999700 | 100% | Dec 2023 |
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| Cape Investment Advisory | 7.00 | $280.000000 | 100% | Dec 2023 |
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| GHP Investment Advisors | 6.00 | $268.999800 | 0% | Mar 2024 |
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| Atlantic Trust | 5.00 | $236.000000 | 100% | Mar 2024 |
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| Able Wealth Management | 4.00 | $163.000000 | 100% | Dec 2023 |
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| FMR | 2.00 | $90.000000 | 100% | Mar 2024 |
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| DHJJ Financial Advisors | 1.00 | $45.000000 | 0% | Mar 2024 |
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| Wells Fargo & Company | 1.00 | $55.000000 | 0% | Mar 2024 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Dec 2023 | 619k | $25M |
| AE Wealth Management | Dec 2023 | 77k | $3.7M |
| Bank Of Montreal | Dec 2023 | 32k | $2.3M |
| Simplify Asset Management | Dec 2023 | 29k | $1.2M |
| Retirement Group | Dec 2023 | 27k | $1.1M |
| Susquehanna International | Sep 2023 | 26k | $2.5M |
| Envestnet Asset Management | Sep 2023 | 22k | $2.1M |
| Resources Investment Advisors | Sep 2023 | 15k | $1.4M |
| Torno Capital | Dec 2023 | 15k | $580k |
| Advisory Services Network | Dec 2023 | 13k | $526k |
| Branch Banking & Trust Company | Dec 2023 | 12k | $475k |
| Pineridge Advisors | Dec 2023 | 81.00 | $3.2k |
| Oliver Lagore Vanvalin Investment Group | Dec 2023 | 11.00 | $440.000000 |
| Creekmur Asset Management | Dec 2023 | 1.00 | $44.000000 |