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 |
|---|---|---|---|---|---|
| Simplify Asset Management | 4.4M | $109M | 38% | Sep 2024 |
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| AE Wealth Management | 835k | $21M | 207% | Dec 2024 |
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| Peak Financial Advisors | 525k | $13M | 3% | Dec 2024 |
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| Park Edge Advisors | 441k | $11M | -2% | Dec 2024 |
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| Beacon Capital Management | 359k | $8.8M | 100% | Dec 2024 |
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| Compass Capital Corp | 184k | $4.5M | 100% | Dec 2024 |
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| Kestra Advisory Services | 181k | $4.4M | 211% | Dec 2024 |
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| Encompass More Asset Management | 166k | $4.1M | 11% | Dec 2024 |
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| Farther Finance Advisors | 91k | $2.2M | 2885% | Dec 2024 |
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| Lloyd Advisory Services | 69k | $1.7M | -2% | Dec 2024 |
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| LPL Financial | 69k | $1.7M | 100% | Dec 2024 |
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| Elevated Capital Advisors | 68k | $1.7M | 268% | Dec 2024 |
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| B.O.S.S. Retirement Advisors | 49k | $1.2M | 100% | Dec 2024 |
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| Mid-American Wealth Advisory Group | 39k | $964k | 58% | Dec 2024 |
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| Ferguson Shapiro | 38k | $939k | -11% | Dec 2024 |
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| Legacy Investment Solutions | 32k | $790k | 100% | Sep 2024 |
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| Legacy Wealth Managment | 32k | $790k | 100% | Sep 2024 |
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| FSA Advisors | 30k | $743k | 100% | Dec 2024 |
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| Redhawk Wealth Advisors | 29k | $702k | 5% | Dec 2024 |
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| Commonwealth Equity Services | 26k | $625k | 100% | Dec 2024 |
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| Nwam | 22k | $540k | -5% | Dec 2024 |
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| Straight Path Wealth Management | 22k | $530k | 100% | Dec 2024 |
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| Wedbush Morgan Securities | 20k | $486k | 100% | Dec 2024 |
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| Howard Bailey Securities | 17k | $405k | -4% | Dec 2024 |
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| Cambridge Advisors | 16k | $397k | 100% | Dec 2024 |
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| Atria Wealth Solutions | 16k | $380k | -23% | Dec 2024 |
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| Envestnet Portfolio Solutions | 16k | $380k | -23% | Dec 2024 |
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| Authentikos Wealth Advisory | 15k | $363k | 11% | Dec 2024 |
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| Jane Street | 15k | $359k | -74% | Dec 2024 |
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| Great Lakes Retirement | 13k | $311k | -2% | Dec 2024 |
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| Csenge Advisory Group | 12k | $302k | 3% | Dec 2024 |
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| Inspire Advisors | 12k | $285k | 13% | Dec 2024 |
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| Advisor Group Holdings | 11k | $279k | -8% | Dec 2024 |
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| Private Advisor | 9.6k | $235k | 100% | Dec 2024 |
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| Royal Bank of Canada | 4.8k | $118k | 100% | Dec 2024 |
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| Decker Retirement Planning | 3.2k | $77k | 100% | Dec 2024 |
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| Harbour Investments | 3.0k | $75k | 100% | Dec 2024 |
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| Principal Securities | 2.9k | $71k | 283% | Dec 2024 |
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| ORG Wealth Partners | 1.5k | $37k | 0% | Dec 2024 |
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| Transce3nd | 661.00 | $16k | 100% | Dec 2024 |
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| Capital A Wealth Management | 651.00 | $16k | 100% | Dec 2024 |
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| Park Square Financial Group | 197.00 | $4.8k | 100% | Dec 2024 |
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| Pineridge Advisors | 166.00 | $4.1k | -33% | Dec 2024 |
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| Quest 10 Wealth Builders | 158.00 | $3.9k | 100% | Dec 2024 |
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| Goss Wealth Management | 100.00 | $2.5k | -89% | Dec 2024 |
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| Richard W. Paul & Associates | 31.00 | $769.999700 | 0% | Dec 2024 |
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| CWM | 7.00 | $0 | 0% | Dec 2024 |
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| Morgan Stanley | 2.00 | $52.000000 | 100% | Dec 2024 |
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| Wells Fargo & Company | 1.00 | $16.000000 | -97% | Dec 2024 |
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| FMR | 1.00 | $25.000000 | 100% | Dec 2024 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SFG Wealth Management | Sep 2024 | 19k | $476k |
| Northwestern Mutual Wealth Management Company | Sep 2024 | 38.00 | $933.998200 |