Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: CTA
- CUSIP Number: 82889n699
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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions | 578k | $14M | 100% | Dec 2023 |
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| Clear Creek Financial Management | 375k | $9.4M | 26% | Mar 2024 |
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| Peak Financial Advisors | 273k | $6.8M | 23% | Mar 2024 |
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| Miracle Mile Advisors | 164k | $4.1M | -4% | Mar 2024 |
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| Simplify Asset Management | 153k | $3.6M | -18% | Dec 2023 |
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| Financial Enhancement | 98k | $2.6M | 6% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 67k | $1.7M | 100% | Mar 2024 |
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| ORG Partners | 66k | $1.6M | 224% | Dec 2023 |
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| Private Advisor | 61k | $1.4M | -15% | Dec 2023 |
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| Wealthsource Partners | 59k | $1.4M | -15% | Dec 2023 |
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| Jane Street | 55k | $1.3M | 304% | Dec 2023 |
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| Moors & Cabot | 41k | $959k | 323% | Dec 2023 |
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| Aries Wealth Management | 39k | $928k | 22% | Dec 2023 |
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| H D Vest Advisory Services | 37k | $867k | 62% | Dec 2023 |
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| Royal Bank of Canada | 35k | $820k | -4% | Dec 2023 |
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| Cambridge Advisors | 18k | $458k | 4% | Mar 2024 |
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| Branch Banking & Trust Company | 16k | $384k | -56% | Dec 2023 |
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| Fermata Advisors | 15k | $368k | -1% | Mar 2024 |
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| FMA Wealth Management | 15k | $345k | 100% | Dec 2023 |
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| Wealthcare Advisory Partners | 14k | $359k | 18% | Mar 2024 |
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| CSS | 13k | $300k | 100% | Dec 2023 |
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| National Bank Of Canada /fi/ | 12k | $285k | 20% | Dec 2023 |
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| We Are One Seven | 11k | $251k | 11% | Dec 2023 |
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| Ironsides Asset Advisors | 9.4k | $221k | -16% | Dec 2023 |
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| Commonwealth Equity Services | 8.6k | $204k | -2% | Dec 2023 |
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| CWM | 5.9k | $148k | -8% | Mar 2024 |
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| UBS Group | 5.6k | $133k | 430% | Dec 2023 |
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| Sunbelt Securities | 1.9k | $48k | 0% | Mar 2024 |
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| Solstein Capital | 680.00 | $17k | 0% | Mar 2024 |
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| Geneos Wealth Management | 500.00 | $12k | 100% | Dec 2023 |
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| Hobbs Group Advisors | 448.00 | $11k | 100% | Dec 2023 |
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| Deane Retirement Strategies | 430.00 | $11k | 100% | Mar 2024 |
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| IFP Advisors | 135.00 | $3.2k | -40% | Dec 2023 |
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| Able Wealth Management | 117.00 | $2.8k | 100% | Dec 2023 |
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| MV Capital Management | 101.00 | $2.5k | 100% | Mar 2024 |
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| Harbour Investments | 94.00 | $2.2k | 100% | Dec 2023 |
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| Principal Securities | 91.00 | $2.1k | 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 |
|---|---|---|---|
| Pacific Financial Group | Sep 2023 | 177k | $4.9M |
| Lakeview Capital Partners | Sep 2023 | 148k | $4.1M |
| Emerald Investment Partners | Sep 2023 | 34k | $932k |
| HPM Partners | Sep 2023 | 19k | $523k |
| Oakmont Partners | Dec 2023 | 18k | $431k |
| Kestra Advisory Services | Sep 2023 | 8.9k | $245k |
| Kestra Private Wealth Services | Sep 2023 | 7.3k | $201k |
| Bank Of Montreal | Sep 2023 | 2.3k | $62k |
| Atticus Wealth Management | Dec 2023 | 508.00 | $12k |
| Advisor Group Holdings | Sep 2023 | 236.00 | $6.5k |