Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: CRDT
- CUSIP Number: 82889n558
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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners | 872k | $21M | -22% | Sep 2025 |
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| Ascension Capital Advisors | 615k | $15M | 1% | Sep 2025 |
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| Continuum Advisory | 424k | $10M | 100% | Sep 2025 |
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| Authentikos Wealth Advisory | 195k | $4.6M | 8% | Sep 2025 |
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| Mid-American Wealth Advisory Group | 186k | $4.4M | 16% | Sep 2025 |
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| Wealthcare Advisory Partners | 129k | $3.0M | 12% | Sep 2025 |
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| Jpmorgan Chase & Co | 63k | $1.5M | 100% | Sep 2025 |
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| Jane Street | 55k | $1.3M | 451% | Sep 2025 |
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| Steward Partners Investment Advisory | 53k | $1.3M | -24% | Sep 2025 |
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| AE Wealth Management | 50k | $1.2M | -3% | Sep 2025 |
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| Sunbelt Securities | 33k | $785k | 317% | Sep 2025 |
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| Cresset Asset Management | 31k | $730k | 2% | Sep 2025 |
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| Envestnet Asset Management | 25k | $594k | 0% | Sep 2025 |
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| Principal Securities | 22k | $524k | 0% | Sep 2025 |
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| Napa Wealth Management | 21k | $495k | 10% | Sep 2025 |
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| Flow Traders US | 16k | $386k | 100% | Sep 2025 |
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| Great Lakes Retirement | 14k | $329k | -6% | Sep 2025 |
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| Citadel Advisors | 13k | $307k | -8% | Sep 2025 |
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| Trajan Wealth | 11k | $254k | 100% | Sep 2025 |
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| 3EDGE Asset Management | 9.2k | $218k | 100% | Sep 2025 |
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| Advisor Group Holdings | 2.9k | $70k | 1% | Sep 2025 |
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| UBS Group | 944.00 | $22k | -86% | Sep 2025 |
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| Geneos Wealth Management | 218.00 | $5.2k | 100% | Sep 2025 |
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| Quest 10 Wealth Builders | 124.00 | $2.9k | 65% | Sep 2025 |
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| Evolution Wealth Management | 98.00 | $2.3k | 100% | Sep 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Stratos Wealth Advisors | Jun 2025 | 27k | $651k |
| CWM | Jun 2025 | 1.0k | $24k |
| Park Square Financial Group | Jun 2025 | 237.00 | $5.7k |