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 | 2.0M | $51M | 100% | Sep 2024 |
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| TMD Wealth Management | 1.9M | $48M | 4% | Jun 2024 |
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| Wealthcare Advisory Partners | 111k | $2.8M | 100% | Sep 2024 |
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| Goldman Sachs Group | 97k | $2.4M | 100% | Jun 2024 |
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| Jane Street | 23k | $576k | -32% | Sep 2024 |
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| Napa Wealth Management | 16k | $407k | 100% | Sep 2024 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Rockefeller Capital Management | Mar 2024 | 245k | $6.2M |
| Citadel Advisors | Jun 2024 | 31k | $763k |