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
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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 |
|---|---|---|---|---|---|
| BCJ Capital Management | 1.7M | $40M | 113% | Dec 2023 |
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| Financial Enhancement | 1.3M | $28M | 100% | Mar 2024 |
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| Hollencrest Securities | 1.2M | $28M | 496% | Dec 2023 |
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| Aprio Wealth Management | 857k | $19M | 100% | Mar 2024 |
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| AE Wealth Management | 664k | $15M | 11% | Dec 2023 |
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| Municipal Employees' Retirement System of Michigan | 635k | $14M | -96% | Mar 2024 |
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| Oakmont Partners | 465k | $11M | -17% | Dec 2023 |
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| Rockefeller Capital Management | 446k | $10M | 100% | Dec 2023 |
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| New York State Common Retirement Fund | 444k | $10M | 100% | Dec 2023 |
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| Southern Farm Bureau Life Insurance | 437k | $9.6M | 100% | Mar 2024 |
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| Ancora Advisors | 384k | $8.9M | 12% | Dec 2023 |
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| Simplify Asset Management | 344k | $8.0M | -24% | Dec 2023 |
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| HighTower Advisors | 338k | $7.8M | 1412% | Dec 2023 |
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| Royal Bank of Canada | 321k | $7.4M | 19715% | Dec 2023 |
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| Bank of New York Mellon | 302k | $7.0M | 100% | Dec 2023 |
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| Peak Financial Advisors | 296k | $6.5M | -34% | Mar 2024 |
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| WJ Interests | 291k | $6.4M | 450% | Mar 2024 |
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| Commonwealth Equity Services | 189k | $4.4M | 7% | Dec 2023 |
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| Almanack Investment Partners | 175k | $4.0M | 100% | Dec 2023 |
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| Pekin, Singer Strauss Asset Management | 162k | $3.7M | 100% | Dec 2023 |
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| Mid-American Wealth Advisory Group | 155k | $3.4M | 100% | Mar 2024 |
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| Altfest L J & Co | 130k | $3.0M | -29% | Dec 2023 |
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| Gladstone Institutional Advisory | 124k | $2.9M | 100% | Dec 2023 |
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| Citadel Advisors | 119k | $2.7M | 1% | Dec 2023 |
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| Cumberland Partners | 70k | $1.6M | 100% | Dec 2023 |
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| Principal Securities | 69k | $1.6M | 100% | Dec 2023 |
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| Pnc Financial Services | 68k | $1.6M | 100% | Dec 2023 |
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| Advisor Group Holdings | 65k | $1.5M | 3219% | Dec 2023 |
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| Jane Street | 65k | $1.5M | -86% | Dec 2023 |
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| Branch Banking & Trust Company | 64k | $1.5M | -65% | Dec 2023 |
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| Advisory Services Network | 59k | $1.4M | 100% | Dec 2023 |
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| Simplex Trading | 51k | $1.2M | 32272% | Dec 2023 |
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| Bluefin Capital Management | 50k | $1.2M | 100% | Dec 2023 |
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| Wells Fargo & Company | 46k | $1.1M | 100% | Dec 2023 |
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| B.O.S.S. Retirement Advisors | 42k | $971k | -1% | Dec 2023 |
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| Toroso Investments | 39k | $908k | -29% | Dec 2023 |
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| Wolverine Trading | 39k | $905k | 100% | Dec 2023 |
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| Northern Oak Capital Management | 36k | $822k | 100% | Dec 2023 |
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| SFG Wealth Management | 35k | $815k | 100% | Dec 2023 |
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| Raymond James & Associates | 35k | $799k | 100% | Dec 2023 |
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| Great Lakes Retirement | 29k | $670k | -19% | Dec 2023 |
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| Stratos Wealth Advisors | 26k | $577k | 100% | Mar 2024 |
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| Cambridge Advisors | 26k | $563k | 26% | Mar 2024 |
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| Private Advisor | 24k | $552k | 100% | Dec 2023 |
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| Envestnet Portfolio Solutions | 24k | $545k | 100% | Dec 2023 |
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| Centric Wealth Management | 22k | $494k | 100% | Dec 2023 |
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| Sage Advisory Services | 21k | $492k | 100% | Dec 2023 |
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| BlackDiamond Wealth Management | 14k | $309k | -85% | Dec 2023 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 14k | $308k | 100% | Dec 2023 |
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| Smith Anglin Financial | 13k | $308k | 100% | Dec 2023 |
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| Authentikos Wealth Advisory | 12k | $281k | -19% | Dec 2023 |
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| GFS Advisors | 11k | $252k | 100% | Dec 2023 |
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| WMS Partners | 10k | $0 | 100% | Dec 2023 |
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| Bank of America Corporation | 8.8k | $203k | 1371% | Dec 2023 |
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| Jpmorgan Chase & Co | 4.3k | $100k | 100% | Dec 2023 |
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| National Bank Of Canada /fi/ | 2.5k | $58k | -53% | Dec 2023 |
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| Us Bancorp | 559.00 | $13k | 100% | Dec 2023 |
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| Pineridge Advisors | 430.00 | $10k | 100% | Dec 2023 |
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| Nbc Securities | 341.00 | $7.0k | 0% | Mar 2024 |
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| VisionPoint Advisory Group | 153.00 | $3.5k | 100% | Dec 2023 |
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| Sound Income Strategies | 130.00 | $2.8k | 100% | Mar 2024 |
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| Oliver Lagore Vanvalin Investment Group | 93.00 | $2.2k | -32% | Dec 2023 |
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| Richard W. Paul & Associates | 46.00 | $1.1k | 31% | Dec 2023 |
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| Tucker Asset Management | 12.00 | $278.000400 | 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 |
|---|---|---|---|
| AlphaQ Advisors | Sep 2023 | 16k | $352k |
| Brookstone Capital Management | Dec 2023 | 14k | $333k |
| Evanson Asset Management | Dec 2023 | 10k | $234k |
| UBS Group | Sep 2023 | 125.00 | $2.7k |