Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: CDX
- CUSIP Number: 82889n830
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 | 1.4M | $33M | -66% | Sep 2024 |
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| AE Wealth Management | 480k | $11M | 2641% | Sep 2024 |
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| Park Edge Advisors | 423k | $10M | 8% | Sep 2024 |
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| Branch Banking & Trust Company | 179k | $4.1M | 1018% | Jun 2024 |
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| Commonwealth Equity Services | 170k | $4.0M | 2% | Sep 2024 |
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| Flagship Harbor Advisors | 126k | $3.0M | 100% | Sep 2024 |
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| Mid-American Wealth Advisory Group | 64k | $1.5M | 100% | Sep 2024 |
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| Steward Partners Investment Advisory | 57k | $1.3M | 311% | Jun 2024 |
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| Centennial Wealth Advisory | 49k | $1.2M | 100% | Sep 2024 |
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| H D Vest Advisory Services | 42k | $971k | -2% | Jun 2024 |
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| Orion Portfolio Solutions | 38k | $895k | 100% | Sep 2024 |
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| Envestnet Asset Management | 32k | $766k | 100% | Sep 2024 |
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| LPL Financial | 21k | $490k | 100% | Sep 2024 |
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| Napa Wealth Management | 18k | $433k | 100% | Sep 2024 |
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| Principal Securities | 2.0k | $48k | 100% | Sep 2024 |
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| Authentikos Wealth Advisory | 1.3k | $31k | -99% | Sep 2024 |
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| Advisor Group Holdings | 358.00 | $8.5k | 100% | Sep 2024 |
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| Royal Bank of Canada | 20.00 | $0 | 0% | Sep 2024 |
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| Morgan Stanley | 1.00 | $32.000000 | -50% | Jun 2024 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wolverine Trading | Jun 2024 | 33k | $756k |
| SFG Wealth Management | Jun 2024 | 23k | $528k |
| Jane Street | Jun 2024 | 9.2k | $212k |