Who owns SIMPLIFY?

Tip: Access positions for across all investors

Analyze quarterly positions in Simplify with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Simplify stock

Who bought or sold SIMPLIFY this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Mather Group 308k $8.2M 100% Mar 2026
 View chart
Simplify Asset Management 100k $2.6M 100% Dec 2025
 View chart
Professional Financial Advisors 77k $2.1M 100% Mar 2026
 View chart
Wedbush Morgan Securities 41k $1.1M 348% Mar 2026
 View chart
Magnolia Private Wealth 16k $418k 100% Mar 2026
 View chart
Deane Retirement Strategies 149.00 $4.0k 100% Mar 2026
 View chart