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Who owns SIMPLIFY EXCHANGE TRADED FUN?

Ticker: MTBA
CUSIP Number: 82889n525

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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
Peak Financial Advisors	299k	$15M	100%	Mar 2024	View chart
CI Investments	280k	$14M	100%	Dec 2023	View chart
BlueCrest Capital Management	196k	$10M	100%	Dec 2023	View chart
Charter Trust	192k	$9.8M	100%	Mar 2024	View chart
Aprio Wealth Management	150k	$7.6M	100%	Mar 2024	View chart
Park Edge Advisors	148k	$7.5M	770%	Mar 2024	View chart
Commonwealth Equity Services	119k	$6.1M	100%	Dec 2023	View chart
Andina Capital Management	111k	$5.6M	23%	Mar 2024	View chart
Pekin, Singer Strauss Asset Management	93k	$4.8M	100%	Dec 2023	View chart
Simplify Asset Management	62k	$3.2M	100%	Dec 2023	View chart
Mount Lucas Management Corporation	62k	$3.2M	100%	Dec 2023	View chart
Almanack Investment Partners	60k	$3.1M	100%	Dec 2023	View chart
BlackDiamond Wealth Management	47k	$2.4M	100%	Dec 2023	View chart
Horizon Investments	43k	$2.2M	100%	Dec 2023	View chart
Oakmont Partners	40k	$2.0M	100%	Mar 2024	View chart
Stony Point Wealth Management	22k	$1.1M	100%	Mar 2024	View chart
Jane Street	22k	$1.1M	100%	Dec 2023	View chart
Cambridge Advisors	13k	$641k	30%	Mar 2024	View chart
Ancora Advisors	10k	$517k	100%	Dec 2023	View chart
Citadel Advisors	7.7k	$397k	100%	Dec 2023	View chart
Moors & Cabot	5.5k	$284k	100%	Dec 2023	View chart
BCJ Capital Management	5.5k	$282k	100%	Dec 2023	View chart
Bank of America Corporation	3.0k	$154k	100%	Dec 2023	View chart
Venturi Wealth Management	1.0k	$51k	11%	Mar 2024	View chart

Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name	Date Sold	Shares Held	Valued At
JTC Employer Solutions Trustee	Dec 2023	9.9k	$509k

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