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
Orion Portfolio Solutions 578k $14M 100% Dec 2023
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Clear Creek Financial Management 298k $7.0M 135% Dec 2023
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Peak Financial Advisors 221k $5.2M 4% Dec 2023
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Miracle Mile Advisors 172k $4.0M 100% Dec 2023
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Envestnet Asset Management 154k $4.2M -4% Sep 2023
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Simplify Asset Management 153k $3.6M -18% Dec 2023
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Financial Enhancement 93k $2.2M 7% Dec 2023
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ORG Partners 66k $1.6M 224% Dec 2023
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Private Advisor 61k $1.4M -15% Dec 2023
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Wealthsource Partners 59k $1.4M -15% Dec 2023
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Jane Street 55k $1.3M 304% Dec 2023
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Cambria Investment Management 45k $1.2M 100% Sep 2023
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Moors & Cabot 41k $959k 323% Dec 2023
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Aries Wealth Management 39k $928k 22% Dec 2023
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H D Vest Advisory Services 37k $867k 62% Dec 2023
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Royal Bank of Canada 35k $820k -4% Dec 2023
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LPL Financial 33k $901k 5% Sep 2023
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Oakmont Partners 18k $431k 0% Dec 2023
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Cambridge Advisors 18k $418k 13% Dec 2023
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Branch Banking & Trust Company 16k $384k -56% Dec 2023
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Fermata Advisors 15k $351k 6% Dec 2023
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FMA Wealth Management 15k $345k 100% Dec 2023
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CSS 13k $300k 100% Dec 2023
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Wealthcare Advisory Partners 12k $289k 42% Dec 2023
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National Bank Of Canada /fi/ 12k $285k 20% Dec 2023
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We Are One Seven 11k $251k 11% Dec 2023
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Ironsides Asset Advisors 9.4k $221k -16% Dec 2023
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Commonwealth Equity Services 8.6k $204k -2% Dec 2023
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CWM 6.5k $152k 1754% Dec 2023
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UBS Group 5.6k $133k 430% Dec 2023
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Qube Research & Technologies 2.3k $63k 0% Sep 2023
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Sunbelt Securities 1.9k $45k 100% Dec 2023
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Brian McDonald 924.00 $26k 100% Sep 2023
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Solstein Capital 680.00 $16k -89% Dec 2023
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Atticus Wealth Management 508.00 $12k -18% Dec 2023
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Geneos Wealth Management 500.00 $12k 100% Dec 2023
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Hobbs Group Advisors 448.00 $11k 100% Dec 2023
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IFP Advisors 135.00 $3.2k -40% Dec 2023
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Able Wealth Management 117.00 $2.8k 100% Dec 2023
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Harbour Investments 94.00 $2.2k 100% Dec 2023
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Principal Securities 91.00 $2.1k 100% Dec 2023
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FMR 2.00 $55.000000 100% Sep 2023
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Pacific Financial Group Sep 2023 177k $4.9M
Lakeview Capital Partners Sep 2023 148k $4.1M
Proficio Capital Partners Jun 2023 54k $1.4M
Emerald Investment Partners Sep 2023 34k $932k
Wealth Enhancement Advisory Services Sep 2023 31k $847k
Susquehanna International Jun 2023 25k $641k
David Allen Jun 2023 24k $599k
HPM Partners Sep 2023 19k $523k
Springbok Capital Management Jun 2023 9.2k $235k
Kestra Advisory Services Sep 2023 8.9k $245k
Silverlake Wealth Management Sep 2023 7.3k $202k
Kestra Private Wealth Services Sep 2023 7.3k $201k
Bank Of Montreal Sep 2023 2.3k $62k
Advisor Group Holdings Sep 2023 236.00 $6.5k
Morgan Stanley Jun 2023 2.00 $51.000000