Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: SPD
- CUSIP Number: 82889n202
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 |
|---|---|---|---|---|---|
| Sollinda Capital Management | 386k | $12M | 100% | Mar 2024 |
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| Axxcess Wealth Management | 349k | $10M | -28% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 261k | $8.1M | -4% | Mar 2024 |
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| AE Wealth Management | 137k | $4.3M | -59% | Mar 2024 |
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| Almanack Investment Partners | 133k | $4.1M | 100% | Mar 2024 |
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| Austin Wealth Management | 116k | $3.5M | -6% | Dec 2023 |
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| Lakeview Capital Partners | 49k | $1.5M | -1% | Mar 2024 |
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| Capital Investment Advisory Services | 44k | $1.4M | 439% | Mar 2024 |
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| Steward Partners Investment Advisory | 42k | $1.3M | 0% | Mar 2024 |
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| Ironsides Asset Advisors | 39k | $1.2M | 12% | Mar 2024 |
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| Dynamic Advisors Solutions | 28k | $884k | 5% | Mar 2024 |
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| Insigneo Advisory Services | 20k | $614k | -17% | Mar 2024 |
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| Financial Enhancement | 17k | $525k | -10% | Mar 2024 |
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| Ridgepath Capital Management | 13k | $413k | 100% | Mar 2024 |
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| Great Lakes Retirement | 12k | $377k | -6% | Mar 2024 |
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| Kathmere Capital Management | 7.7k | $239k | -6% | Mar 2024 |
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| Pathway Financial Advisors | 7.1k | $221k | 0% | Mar 2024 |
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| UBS Group | 3.6k | $113k | 115% | Mar 2024 |
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| IFP Advisors | 2.4k | $69k | -59% | Dec 2023 |
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| CWM | 1.0k | $31k | -16% | Mar 2024 |
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| Qube Research & Technologies | 756.00 | $24k | -88% | Mar 2024 |
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| Wells Fargo & Company | 750.00 | $23k | -99% | Mar 2024 |
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| Morgan Stanley | 381.00 | $12k | 0% | Mar 2024 |
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| Advisor Group Holdings | 298.00 | $9.3k | 5% | Mar 2024 |
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| Pineridge Advisors | 219.00 | $6.8k | -6% | Mar 2024 |
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| National Bank Of Canada /fi/ | 47.00 | $1.3k | -99% | Dec 2023 |
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| Richard W. Paul & Associates | 24.00 | $693.000000 | 100% | Dec 2023 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Resources Investment Advisors | Sep 2023 | 600k | $16M |
| LPL Financial | Sep 2023 | 53k | $1.4M |
| HighTower Advisors | Dec 2023 | 23k | $674k |
| B.O.S.S. Retirement Advisors | Dec 2023 | 23k | $671k |
| Susquehanna International | Sep 2023 | 22k | $586k |
| Park Edge Advisors | Dec 2023 | 19k | $539k |
| Gts Securities | Dec 2023 | 18k | $502k |
| Envestnet Asset Management | Sep 2023 | 15k | $399k |
| Wolverine Trading | Dec 2023 | 9.1k | $261k |
| Oliver Lagore Vanvalin Investment Group | Dec 2023 | 54.00 | $1.6k |
| TD Capital Management | Dec 2023 | 31.00 | $876.999300 |