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 |
|---|---|---|---|---|---|
| Ascension Capital Advisors | 641k | $15M | 0% | Jun 2026 |
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| Continuum Advisory | 446k | $11M | 3% | Jun 2026 |
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| Pathstone Holdings | 27k | $627k | 100% | Jun 2026 |
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| AE Wealth Management | 26k | $611k | -3% | Jun 2026 |
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| Susquehanna International | 12k | $293k | 34% | Jun 2026 |
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| Trajan Wealth | 8.9k | $210k | 0% | Jun 2026 |
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| Advisor Group Holdings | 3.9k | $93k | 30% | Jun 2026 |
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| Lloyd Advisory Services | 3.6k | $84k | 369% | Jun 2026 |
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| Mather Group | 717.00 | $17k | -54% | Jun 2026 |
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| Kingdom Financial Group | 679.00 | $16k | -11% | Jun 2026 |
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| Tounjian Advisory Partners | 396.00 | $9.3k | 100% | Jun 2026 |
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| Networth Advisors | 241.00 | $5.7k | 20% | Jun 2026 |
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| IFG Advisory | 160.00 | $3.8k | 100% | Jun 2026 |
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| Geneos Wealth Management | 133.00 | $3.1k | 2% | Jun 2026 |
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| Elevated Capital Advisors | 68.00 | $1.6k | -39% | Jun 2026 |
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| Compass Financial Management | 32.00 | $750.000000 | 100% | Jun 2026 |
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| Montgomery Financial Services | 31.00 | $728.999100 | 100% | Jun 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mid-American Wealth Advisory Group | Mar 2026 | 201k | $4.7M |
| Principal Securities | Mar 2026 | 24k | $538k |
| Envestnet Asset Management | Mar 2026 | 24k | $538k |
| Sunbelt Securities | Dec 2025 | 22k | $510k |
| Jane Street | Mar 2026 | 17k | $384k |
| Steward Partners Investment Advisory | Mar 2026 | 1.6k | $35k |