Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: FOXY
- CUSIP Number: 82889n368
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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| AE Wealth Management | 512k | $15M | 26% | Mar 2026 |
|
| Bnp Paribas Arbitrage, Snc | 427k | $13M | 71% | Mar 2026 |
|
| Bank of America Corporation | 276k | $8.1M | 100% | Mar 2026 |
|
| Elevated Capital Advisors | 244k | $7.1M | 100% | Mar 2026 |
|
| Citigroup | 178k | $5.2M | 100% | Mar 2026 |
|
| Principal Securities | 146k | $4.3M | 100% | Mar 2026 |
|
| Key Capital Management | 136k | $4.0M | 69% | Mar 2026 |
|
| Encompass More Asset Management | 130k | $3.8M | 386% | Mar 2026 |
|
| Park Edge Advisors | 128k | $3.8M | 65% | Mar 2026 |
|
| Change Path | 111k | $3.3M | 124% | Mar 2026 |
|
| Howard Bailey Securities | 104k | $3.0M | 100% | Mar 2026 |
|
| B.O.S.S. Retirement Advisors | 80k | $2.3M | 56% | Mar 2026 |
|
| Envestnet Asset Management | 77k | $2.3M | 100% | Mar 2026 |
|
| Pekin, Singer Strauss Asset Management | 75k | $2.2M | 91% | Mar 2026 |
|
| FSA Advisors | 70k | $2.1M | 45% | Mar 2026 |
|
| Beacon Capital Management | 56k | $1.6M | -7% | Mar 2026 |
|
| Authentikos Wealth Advisory | 52k | $1.5M | 32% | Mar 2026 |
|
| Blackston Financial Advisory Group | 41k | $1.2M | 66% | Mar 2026 |
|
| Mather Group | 37k | $1.1M | 100% | Mar 2026 |
|
| Networth Advisors | 30k | $880k | 74% | Mar 2026 |
|
| Belpointe Asset Management | 19k | $563k | 100% | Mar 2026 |
|
| WealthCare Asset Management | 13k | $385k | 100% | Mar 2026 |
|
| Altiora Financial Group | 13k | $382k | 100% | Mar 2026 |
|
| Summit Global Investments | 11k | $320k | 100% | Mar 2026 |
|
| Decker Retirement Planning | 9.0k | $262k | 29% | Mar 2026 |
|
| CWM | 8.3k | $226k | 1447% | Dec 2025 |
|
| Kestra Private Wealth Services | 7.8k | $229k | 2% | Mar 2026 |
|
| POM Investment Strategies | 6.2k | $181k | -95% | Mar 2026 |
|
| Nbc Securities | 2.5k | $75k | 100% | Mar 2026 |
|
| Sound Income Strategies | 315.00 | $9.4k | -66% | Mar 2026 |
|
| Coastal Investment Advisors | 45.00 | $1.3k | 100% | Mar 2026 |
|
Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lloyd Advisory Services | Dec 2025 | 8.5k | $231k |