Who owns SIMPLIFY EXCHANGE TRADED FUN?

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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
AE Wealth Management 1.2M $28M 13% Dec 2025
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LPL Financial 653k $16M 1% Dec 2025
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Elevated Capital Advisors 449k $11M 19% Dec 2025
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RiverTree Advisors 315k $7.5M 3% Dec 2025
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POM Investment Strategies 292k $6.9M -6% Dec 2025
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Wedbush Morgan Securities 261k $6.2M 4% Dec 2025
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Park Edge Advisors 225k $5.3M -18% Dec 2025
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Principal Securities 204k $4.8M 67% Dec 2025
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CLS Investments 198k $4.7M 7% Dec 2025
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Key Capital Management 191k $4.5M 100% Dec 2025
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Envestnet Asset Management 189k $4.5M 36% Dec 2025
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Beacon Capital Management 158k $3.7M -74% Dec 2025
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Howard Bailey Securities 143k $3.4M 7% Sep 2025
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B.O.S.S. Retirement Advisors 125k $3.0M 139% Dec 2025
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FSA Advisors 120k $2.9M 100% Dec 2025
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Owen LaRue 110k $2.6M 100% Dec 2025
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Encompass More Asset Management 110k $2.6M 1% Dec 2025
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Kestra Advisory Services 109k $2.6M -71% Dec 2025
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WCG Wealth Advisors 103k $2.4M 62% Dec 2025
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Change Path 100k $2.4M -25% Dec 2025
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Authentikos Wealth Advisory 95k $2.3M 5% Dec 2025
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GK Wealth Management 85k $2.0M -3% Dec 2025
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Impact Partnership Wealth 80k $1.9M 29% Dec 2025
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Compass Capital Corp 78k $1.8M 100% Dec 2025
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Prime Capital Investment Advisors 68k $1.6M 3% Dec 2025
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Farther Finance Advisors 67k $1.6M -5% Dec 2025
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Advisor Group Holdings 64k $1.5M 8% Dec 2025
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Tme Financial 63k $1.5M 5% Dec 2025
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Integrated Advisors Network 60k $1.4M -13% Dec 2025
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Blackston Financial Advisory Group 59k $1.4M 48% Dec 2025
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Steel Peak Wealth Management 57k $1.3M 119% Dec 2025
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Caerus Investment Advisors 55k $1.3M 30% Dec 2025
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Belpointe Asset Management 54k $1.3M 20% Dec 2025
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Fortis Capital Advisors 54k $1.3M 20% Dec 2025
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Cambridge Advisors 49k $1.2M 56% Dec 2025
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Redhawk Wealth Advisors 49k $1.2M 0% Dec 2025
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Independent Advisor Alliance 48k $1.1M 48% Dec 2025
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Citadel Advisors 42k $994k -41% Sep 2025
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Networth Advisors 41k $977k 100% Dec 2025
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Advisory Services Network 39k $921k 6% Dec 2025
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Andina Capital Management 38k $889k -4% Dec 2025
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Moors & Cabot 35k $838k -9% Dec 2025
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Brookwood Investment Group 35k $817k 29% Dec 2025
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Alpine Bank Wealth Management 34k $813k 6% Dec 2025
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Steward Partners Investment Advisory 33k $791k -73% Dec 2025
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Old Mission Capital 32k $766k 31% Dec 2025
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Dynamic Advisors Solutions 32k $759k 32% Dec 2025
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Cambridge Investment Research Advisors 32k $752k 43% Dec 2025
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Prosperity Wealth Management 28k $666k 53% Sep 2025
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Straight Path Wealth Management 27k $630k -3% Dec 2025
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Revisor Wealth Management 26k $616k 141% Dec 2025
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Sanctuary Advisors 21k $506k 100% Dec 2025
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Legacy Wealth Managment 21k $501k -18% Dec 2025
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Mosley Wealth Management 20k $488k 100% Dec 2025
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Lloyd Advisory Services 20k $480k 100% Dec 2025
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Soltis Investment Advisors 20k $464k 11% Dec 2025
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Jane Street 18k $417k 100% Dec 2025
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Decker Retirement Planning 17k $403k -42% Dec 2025
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RFG Advisory 16k $379k 4% Dec 2025
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Wolverine Trading 16k $376k 100% Sep 2025
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Hrt Financial 15k $344k 100% Dec 2025
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Foundations Investment Advisors 14k $342k 42% Dec 2025
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Guerra Advisors 14k $336k -7% Sep 2025
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Newbridge Financial Services Group 14k $324k 100% Dec 2025
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Private Advisor 14k $320k -11% Dec 2025
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Captrust Financial Advisors 13k $297k 100% Dec 2025
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Sage Capital Advisors 12k $288k 0% Dec 2025
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Wealthcare Advisory Partners 11k $268k -25% Dec 2025
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Leo Wealth 10k $245k 100% Dec 2025
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Reyes Financial Architecture 10k $241k 100% Dec 2025
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Koshinski Asset Management 9.1k $216k 100% Dec 2025
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Advisor OS 9.0k $213k 100% Dec 2025
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Goss Wealth Management 7.0k $165k -1% Dec 2025
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SRS Capital Advisors 6.7k $160k 100% Dec 2025
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Pnc Financial Services 6.0k $142k 0% Dec 2025
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Golden State Wealth Management 5.1k $120k 1% Dec 2025
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Sound Income Strategies 2.1k $51k 361% Dec 2025
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Winnow Wealth 2.1k $51k 100% Dec 2025
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Hollencrest Securities 2.1k $50k 100% Dec 2025
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CWM 1.9k $46k 1210% Dec 2025
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Nbc Securities 1.8k $42k 100% Dec 2025
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Private Trust Co Na 1.6k $37k 0% Dec 2025
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UBS Group 1.5k $35k 100% Dec 2025
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Abich Financial Wealth Management 654.00 $16k 100% Sep 2025
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Flagship Harbor Advisors 600.00 $14k 100% Dec 2025
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Triumph Capital Management 275.00 $6.5k 100% Dec 2025
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Harbour Investments 142.00 $3.4k -98% Dec 2025
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Wells Fargo & Company 1.00 $21.000000 0% Dec 2025
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
J Hagan Capital Sep 2025 54k $1.3M
Financial Advocates Investment Management Jun 2025 20k $475k
Nwam Sep 2025 17k $410k
Ethos Financial Group Sep 2025 16k $386k
JBR Co Financial Management Sep 2025 15k $348k
Signature Estate and Investment Advisors Sep 2025 12k $283k
Mercer Global Advisors Sep 2025 9.5k $227k