Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: BUCK
- CUSIP Number: 82889n640
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 |
|---|---|---|---|---|---|
| AE Wealth Management | 1.0M | $25M | -8% | Sep 2025 |
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| LPL Financial | 646k | $15M | 36% | Sep 2025 |
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| Beacon Capital Management | 604k | $14M | -11% | Sep 2025 |
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| Kestra Advisory Services | 378k | $9.0M | 0% | Sep 2025 |
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| Elevated Capital Advisors | 377k | $9.0M | 72% | Sep 2025 |
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| POM Investment Strategies | 310k | $7.4M | 12% | Sep 2025 |
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| RiverTree Advisors | 307k | $7.3M | 0% | Sep 2025 |
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| Park Edge Advisors | 274k | $6.5M | -24% | Sep 2025 |
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| Wedbush Morgan Securities | 251k | $6.0M | 41% | Sep 2025 |
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| CLS Investments | 185k | $4.4M | 11% | Sep 2025 |
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| Envestnet Asset Management | 139k | $3.3M | -29% | Sep 2025 |
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| Change Path | 133k | $3.2M | 7% | Sep 2025 |
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| Steward Partners Investment Advisory | 123k | $2.9M | 0% | Sep 2025 |
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| Principal Securities | 122k | $2.9M | 16% | Sep 2025 |
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| Encompass More Asset Management | 109k | $2.6M | -45% | Sep 2025 |
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| Authentikos Wealth Advisory | 91k | $2.2M | 0% | Sep 2025 |
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| GK Wealth Management | 87k | $2.1M | -13% | Sep 2025 |
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| Farther Finance Advisors | 70k | $1.7M | -15% | Sep 2025 |
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| Integrated Advisors Network | 69k | $1.6M | 21% | Sep 2025 |
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| Prime Capital Investment Advisors | 66k | $1.6M | -3% | Sep 2025 |
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| WCG Wealth Advisors | 64k | $1.5M | -18% | Sep 2025 |
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| Impact Partnership Wealth | 62k | $1.5M | 119% | Sep 2025 |
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| Tme Financial | 60k | $1.4M | 3% | Sep 2025 |
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| Advisor Group Holdings | 59k | $1.4M | -53% | Sep 2025 |
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| J Hagan Capital | 54k | $1.3M | 16% | Sep 2025 |
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| B.O.S.S. Retirement Advisors | 52k | $1.2M | 24% | Sep 2025 |
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| Redhawk Wealth Advisors | 49k | $1.2M | 44% | Sep 2025 |
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| Fortis Capital Advisors | 45k | $1.1M | -14% | Sep 2025 |
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| Belpointe Asset Management | 45k | $1.1M | -14% | Sep 2025 |
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| Caerus Investment Advisors | 43k | $1.0M | -27% | Sep 2025 |
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| Citadel Advisors | 42k | $994k | -41% | Sep 2025 |
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| Blackston Financial Advisory Group | 40k | $946k | 47% | Sep 2025 |
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| Andina Capital Management | 39k | $936k | -21% | Sep 2025 |
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| Moors & Cabot | 39k | $929k | 23% | Sep 2025 |
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| Advisory Services Network | 37k | $874k | 0% | Sep 2025 |
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| Independent Advisor Alliance | 33k | $776k | 100% | Sep 2025 |
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| Alpine Bank Wealth Management | 32k | $773k | 640% | Sep 2025 |
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| Cambridge Advisors | 32k | $754k | 4% | Sep 2025 |
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| Decker Retirement Planning | 29k | $693k | -4% | Sep 2025 |
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| Prosperity Wealth Management | 28k | $666k | 53% | Sep 2025 |
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| Straight Path Wealth Management | 28k | $656k | 2% | Sep 2025 |
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| Brookwood Investment Group | 27k | $637k | -26% | Sep 2025 |
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| Steel Peak Wealth Management | 26k | $619k | 41% | Sep 2025 |
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| Legacy Wealth Managment | 26k | $616k | 16% | Sep 2025 |
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| Old Mission Capital | 25k | $590k | 100% | Sep 2025 |
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| Dynamic Advisors Solutions | 24k | $578k | 100% | Sep 2025 |
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| Legacy Investment Solutions | 22k | $525k | 100% | Jun 2025 |
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| Cambridge Investment Research Advisors | 22k | $529k | -5% | Sep 2025 |
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| Soltis Investment Advisors | 18k | $419k | 14% | Sep 2025 |
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| Nwam | 17k | $410k | -5% | Sep 2025 |
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| Ethos Financial Group | 16k | $386k | -31% | Sep 2025 |
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| Wolverine Trading | 16k | $376k | 100% | Sep 2025 |
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| RFG Advisory | 15k | $366k | 100% | Sep 2025 |
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| Private Advisor | 15k | $362k | -31% | Sep 2025 |
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| Wealthcare Advisory Partners | 15k | $358k | -45% | Sep 2025 |
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| JBR Co Financial Management | 15k | $348k | 0% | Sep 2025 |
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| Guerra Advisors | 14k | $336k | -7% | Sep 2025 |
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| Sage Capital Advisors | 12k | $289k | 0% | Sep 2025 |
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| Signature Estate and Investment Advisors | 12k | $283k | -85% | Sep 2025 |
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| Revisor Wealth Management | 11k | $257k | -14% | Sep 2025 |
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| Foundations Investment Advisors | 10k | $241k | 100% | Sep 2025 |
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| Mercer Global Advisors | 9.5k | $227k | -19% | Sep 2025 |
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| Goss Wealth Management | 7.0k | $168k | 72% | Sep 2025 |
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| Harbour Investments | 6.3k | $151k | -3% | Sep 2025 |
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| Pnc Financial Services | 6.0k | $143k | 200% | Sep 2025 |
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| Golden State Wealth Management | 5.0k | $120k | 49% | Sep 2025 |
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| Private Trust Co Na | 1.6k | $37k | -49% | Sep 2025 |
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| Abich Financial Wealth Management | 654.00 | $16k | 100% | Sep 2025 |
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| Sound Income Strategies | 461.00 | $11k | 100% | Sep 2025 |
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| Triumph Capital Management | 275.00 | $6.6k | 100% | Sep 2025 |
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| Morgan Stanley | 252.00 | $6.0k | 100% | Jun 2025 |
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| CWM | 147.00 | $3.0k | 539% | Sep 2025 |
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| Wells Fargo & Company | 1.00 | $28.000000 | 0% | Sep 2025 |
|
Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Compass Capital Corp | Jun 2025 | 214k | $5.1M |
| FSA Advisors | Jun 2025 | 104k | $2.5M |
| Fundamentun | Jun 2025 | 86k | $2.0M |
| Wealth Advisors of Iowa | Jun 2025 | 78k | $1.8M |
| Commonwealth Equity Services | Jun 2025 | 49k | $1.2M |
| Ferguson Shapiro | Jun 2025 | 35k | $832k |
| Financial Advocates Investment Management | Jun 2025 | 20k | $475k |
| Jane Street | Jun 2025 | 20k | $462k |
| Atria Wealth Solutions | Mar 2025 | 16k | $401k |
| Park Square Financial Group | Jun 2025 | 13k | $310k |
| Inspire Advisors | Jun 2025 | 12k | $278k |
| Smith Anglin Financial | Mar 2025 | 11k | $273k |
| Transce3nd | Jun 2025 | 9.5k | $224k |
| Tounjian Advisory Partners | Jun 2025 | 8.7k | $215k |
| SRS Capital Advisors | Jun 2025 | 7.0k | $165k |
| Newbridge Financial Services Group | Jun 2025 | 2.6k | $62k |
| Raymond James Financial | Jun 2025 | 2.0k | $48k |
| Iron Horse Wealth Management | Mar 2025 | 900.00 | $22k |
| Mid-American Wealth Advisory Group | Jun 2025 | 402.00 | $9.5k |