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
Simplify Asset Management 4.4M $109M 38% Sep 2024
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Peak Financial Advisors 510k $13M 103% Sep 2024
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Park Edge Advisors 447k $11M 6% Sep 2024
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AE Wealth Management 272k $6.7M 24% Sep 2024
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Encompass More Asset Management 149k $3.7M -13% Sep 2024
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Lloyd Advisory Services 71k $1.7M 1% Sep 2024
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Kestra Advisory Services 58k $1.4M 186% Sep 2024
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Jane Street 57k $1.4M 331% Sep 2024
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Ferguson Shapiro 43k $1.1M -4% Sep 2024
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Legacy Wealth Managment 32k $790k 100% Sep 2024
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Legacy Investment Solutions 32k $790k 100% Sep 2024
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Redhawk Wealth Advisors 27k $667k 84% Sep 2024
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Mid-American Wealth Advisory Group 25k $611k 65% Sep 2024
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Nwam 23k $572k -1% Sep 2024
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Atria Wealth Solutions 20k $496k 100% Sep 2024
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Envestnet Portfolio Solutions 20k $494k 100% Sep 2024
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SFG Wealth Management 19k $476k 100% Sep 2024
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Elevated Capital Advisors 18k $451k 53% Sep 2024
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Howard Bailey Securities 17k $422k 100% Sep 2024
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Authentikos Wealth Advisory 13k $328k 100% Sep 2024
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Great Lakes Retirement 13k $318k -2% Sep 2024
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Advisor Group Holdings 12k $304k 100% Sep 2024
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Csenge Advisory Group 12k $293k 100% Sep 2024
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Inspire Advisors 10k $252k 100% Sep 2024
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Old Mission Capital 9.6k $235k 100% Jun 2024
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National Asset Management 8.2k $201k -56% Jun 2024
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Farther Finance Advisors 3.1k $75k 100% Sep 2024
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ORG Wealth Partners 1.5k $37k 100% Sep 2024
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Principal Securities 754.00 $19k 0% Sep 2024
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Pineridge Advisors 246.00 $6.0k -2% Sep 2024
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Wells Fargo & Company 39.00 $958.998300 100% Sep 2024
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Northwestern Mutual Wealth Management Company 38.00 $933.998200 100% Sep 2024
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Richard W. Paul & Associates 31.00 $759.999100 3% Sep 2024
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CWM 7.00 $0 0% Sep 2024
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Morgan Stanley 2.00 $53.000000 100% Jun 2024
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Kestra Private Wealth Services Jun 2024 15k $358k
Tucker Asset Management Mar 2024 30.00 $752.001000