Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: TUA
- CUSIP Number: 82889n657
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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| BCJ Capital Management | 1.7M | $40M | 113% | Dec 2023 |
|
| Financial Enhancement | 1.3M | $28M | 100% | Mar 2024 |
|
| Hollencrest Securities | 1.3M | $27M | 5% | Mar 2024 |
|
| Citadel Advisors | 935k | $21M | 689% | Mar 2024 |
|
| Aprio Wealth Management | 857k | $19M | 100% | Mar 2024 |
|
| AE Wealth Management | 715k | $16M | 8% | Mar 2024 |
|
| Municipal Employees' Retirement System of Michigan | 635k | $14M | -96% | Mar 2024 |
|
| Goldman Sachs Group | 635k | $14M | 100% | Mar 2024 |
|
| Herr Investment Group | 535k | $12M | -12% | Mar 2024 |
|
| Proficio Capital Partners | 524k | $12M | 100% | Mar 2024 |
|
| Ancora Advisors | 484k | $11M | 26% | Mar 2024 |
|
| Rockefeller Capital Management | 446k | $10M | 100% | Dec 2023 |
|
| Southern Farm Bureau Life Insurance | 437k | $9.6M | 100% | Mar 2024 |
|
| HighTower Advisors | 375k | $8.2M | 11% | Mar 2024 |
|
| New York State Common Retirement Fund | 367k | $8.0M | -17% | Mar 2024 |
|
| Royal Bank of Canada | 308k | $6.7M | -4% | Mar 2024 |
|
| Oakmont Partners | 299k | $6.5M | -36% | Mar 2024 |
|
| Peak Financial Advisors | 296k | $6.5M | -34% | Mar 2024 |
|
| WJ Interests | 291k | $6.4M | 450% | Mar 2024 |
|
| Bank of New York Mellon | 290k | $6.3M | -4% | Mar 2024 |
|
| Jane Street | 250k | $5.5M | 286% | Mar 2024 |
|
| Almanack Investment Partners | 232k | $5.1M | 33% | Mar 2024 |
|
| LPL Financial | 193k | $4.2M | 159% | Mar 2024 |
|
| Commonwealth Equity Services | 188k | $4.1M | -1% | Mar 2024 |
|
| Simplify Asset Management | 186k | $4.1M | -46% | Mar 2024 |
|
| Pekin, Singer Strauss Asset Management | 181k | $4.0M | 12% | Mar 2024 |
|
| Envestnet Asset Management | 181k | $4.0M | 100% | Mar 2024 |
|
| Mid-American Wealth Advisory Group | 155k | $3.4M | 100% | Mar 2024 |
|
| Altfest L J & Co | 132k | $2.9M | 1% | Mar 2024 |
|
| Cumberland Partners | 124k | $2.7M | 77% | Mar 2024 |
|
| Gladstone Institutional Advisory | 124k | $2.9M | 100% | Dec 2023 |
|
| Belpointe Asset Management | 120k | $2.6M | 383% | Mar 2024 |
|
| Principal Securities | 71k | $1.5M | 3% | Mar 2024 |
|
| Stephens | 70k | $1.5M | 100% | Mar 2024 |
|
| Great Lakes Retirement | 70k | $1.5M | 140% | Mar 2024 |
|
| Nwam | 69k | $1.5M | 100% | Mar 2024 |
|
| Pnc Financial Services | 69k | $1.5M | 2% | Mar 2024 |
|
| Branch Banking & Trust Company | 64k | $1.4M | -1% | Mar 2024 |
|
| Bluefin Capital Management | 50k | $1.1M | 0% | Mar 2024 |
|
| Wells Fargo & Company | 45k | $976k | -3% | Mar 2024 |
|
| Authentikos Wealth Advisory | 44k | $968k | 264% | Mar 2024 |
|
| FDx Advisors | 42k | $908k | 100% | Mar 2024 |
|
| Raymond James & Associates | 39k | $843k | 12% | Mar 2024 |
|
| Regal Investment Advisors | 29k | $640k | 111% | Mar 2024 |
|
| Goss Wealth Management | 29k | $640k | 100% | Mar 2024 |
|
| Stratos Wealth Advisors | 26k | $577k | 100% | Mar 2024 |
|
| Cambridge Advisors | 26k | $563k | 26% | Mar 2024 |
|
| Two Sigma Securities | 26k | $559k | 100% | Mar 2024 |
|
| Hilltop Holdings | 25k | $544k | 100% | Mar 2024 |
|
| Envestnet Portfolio Solutions | 23k | $508k | -1% | Mar 2024 |
|
| Sage Advisory Services | 20k | $446k | -4% | Mar 2024 |
|
| Beacon Harbor Wealth Advisors | 17k | $361k | 100% | Mar 2024 |
|
| Anchor Investment Management | 16k | $343k | 100% | Mar 2024 |
|
| Modern Wealth Management | 15k | $320k | 100% | Mar 2024 |
|
| Professional Financial Advisors | 15k | $319k | 100% | Mar 2024 |
|
| BlackDiamond Wealth Management | 14k | $300k | 0% | Mar 2024 |
|
| Hrt Financial | 14k | $298k | 100% | Mar 2024 |
|
| Carlton, Hoffferkamp & Jenks Wealth Management | 14k | $287k | 1% | Mar 2024 |
|
| AlphaQ Advisors | 13k | $287k | 100% | Mar 2024 |
|
| Straight Path Wealth Management | 13k | $282k | 100% | Mar 2024 |
|
| GFS Advisors | 9.7k | $212k | -11% | Mar 2024 |
|
| Simplex Trading | 9.6k | $209k | -81% | Mar 2024 |
|
| Bank of America Corporation | 8.7k | $190k | -1% | Mar 2024 |
|
| National Bank Of Canada /fi/ | 2.5k | $58k | -53% | Dec 2023 |
|
| Morgan Stanley | 1.9k | $48k | -44% | Mar 2024 |
|
| Advisor Group Holdings | 1.2k | $25k | -98% | Mar 2024 |
|
| Pineridge Advisors | 1.0k | $22k | 136% | Mar 2024 |
|
| Brian McDonald | 960.00 | $21k | 100% | Mar 2024 |
|
| Us Bancorp | 559.00 | $12k | 0% | Mar 2024 |
|
| UBS Group | 394.00 | $8.6k | 100% | Mar 2024 |
|
| Nbc Securities | 341.00 | $7.0k | 0% | Mar 2024 |
|
| Sound Income Strategies | 130.00 | $2.8k | 100% | Mar 2024 |
|
| Richard W. Paul & Associates | 46.00 | $1.1k | 31% | Dec 2023 |
|
| FMR | 35.00 | $764.998500 | 1650% | Mar 2024 |
|
| Tucker Asset Management | 12.00 | $278.000400 | 100% | Dec 2023 |
|
Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Advisory Services Network | Dec 2023 | 59k | $1.4M |
| B.O.S.S. Retirement Advisors | Dec 2023 | 42k | $971k |
| Toroso Investments | Dec 2023 | 39k | $908k |
| Wolverine Trading | Dec 2023 | 39k | $905k |
| Northern Oak Capital Management | Dec 2023 | 36k | $822k |
| SFG Wealth Management | Dec 2023 | 35k | $815k |
| Private Advisor | Dec 2023 | 24k | $552k |
| Centric Wealth Management | Dec 2023 | 22k | $494k |
| Brookstone Capital Management | Dec 2023 | 14k | $333k |
| Smith Anglin Financial | Dec 2023 | 13k | $308k |
| Evanson Asset Management | Dec 2023 | 10k | $234k |
| WMS Partners | Dec 2023 | 10k | $0 |
| Jpmorgan Chase & Co | Dec 2023 | 4.3k | $100k |
| VisionPoint Advisory Group | Dec 2023 | 153.00 | $3.5k |
| Oliver Lagore Vanvalin Investment Group | Dec 2023 | 93.00 | $2.2k |