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
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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 |
|---|---|---|---|---|---|
| Gradient Investments | 1.7M | $45M | 41% | Sep 2026 |
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| AE Wealth Management | 552k | $16M | 8% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 427k | $13M | 0% | Jun 2026 |
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| Bank of America Corporation | 315k | $9.4M | 14% | Jun 2026 |
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| Elevated Capital Advisors | 298k | $8.0M | 9% | Sep 2026 |
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| Principal Securities | 214k | $6.4M | 46% | Jun 2026 |
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| Citigroup | 178k | $4.7M | 0% | Sep 2026 |
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| Key Capital Management | 154k | $4.1M | 5% | Sep 2026 |
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| Envestnet Asset Management | 148k | $4.4M | 92% | Jun 2026 |
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| Park Edge Advisors | 119k | $3.2M | -1% | Sep 2026 |
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| Sax Wealth Advisors | 118k | $3.1M | 100% | Sep 2026 |
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| Pekin, Singer Strauss Asset Management | 109k | $2.9M | 2% | Sep 2026 |
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| Howard Bailey Securities | 100k | $2.7M | -4% | Sep 2026 |
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| Change Path | 94k | $2.8M | -15% | Jun 2026 |
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| Jane Street | 84k | $2.5M | 100% | Jun 2026 |
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| B.O.S.S. Retirement Advisors | 83k | $2.2M | -3% | Sep 2026 |
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| FSA Advisors | 80k | $2.4M | 14% | Jun 2026 |
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| Paladin Wealth | 63k | $1.7M | 43% | Sep 2026 |
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| Brown Financial Advisors | 57k | $1.7M | 100% | Jun 2026 |
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| Authentikos Wealth Advisory | 54k | $1.6M | 5% | Jun 2026 |
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| Janney Montgomery Scott | 49k | $1.4M | 100% | Jun 2026 |
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| Mosley Wealth Management | 44k | $1.2M | 97% | Sep 2026 |
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| Blackston Financial Advisory Group | 44k | $1.2M | -1% | Sep 2026 |
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| Networth Advisors | 34k | $917k | 8% | Sep 2026 |
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| Winnow Wealth | 32k | $852k | 100% | Sep 2026 |
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| Mather Group | 30k | $812k | 7% | Sep 2026 |
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| Sowell Financial Services | 30k | $787k | 125% | Sep 2026 |
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| Mattson Financial Services | 29k | $835k | 100% | Jun 2026 |
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| Beacon Capital Management | 28k | $746k | -35% | Sep 2026 |
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| Citadel Advisors | 21k | $636k | 100% | Jun 2026 |
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| Belpointe Asset Management | 21k | $623k | 9% | Jun 2026 |
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| Maridea Wealth Management | 21k | $620k | 100% | Jun 2026 |
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| Summit Global Investments | 19k | $496k | 24% | Sep 2026 |
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| Lloyd Advisory Services | 16k | $435k | -1% | Sep 2026 |
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| Brookstone Capital Management | 14k | $373k | 100% | Sep 2026 |
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| WealthCare Asset Management | 14k | $373k | -48% | Sep 2026 |
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| Steel Peak Wealth Management | 13k | $353k | 100% | Sep 2026 |
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| Nbc Securities | 11k | $293k | 23% | Sep 2026 |
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| Wiley Bros.-aintree Capital | 11k | $322k | 100% | Jun 2026 |
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| Decker Retirement Planning | 8.1k | $216k | -10% | Sep 2026 |
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| Tounjian Advisory Partners | 4.7k | $126k | -1% | Sep 2026 |
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| Buck Wealth Strategies | 990.00 | $27k | 0% | Sep 2026 |
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| Montgomery Financial Services | 968.00 | $26k | 0% | Sep 2026 |
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| Steward Partners Investment Advisory | 500.00 | $15k | 100% | Jun 2026 |
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| Harbour Investments | 185.00 | $5.5k | 100% | Jun 2026 |
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| Global Retirement Partners | 180.00 | $5.4k | 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 |
|---|---|---|---|
| Encompass More Asset Management | Jun 2026 | 175k | $5.2M |
| Altiora Financial Group | Jun 2026 | 15k | $454k |
| Kestra Private Wealth Services | Jun 2026 | 8.8k | $263k |
| POM Investment Strategies | Jun 2026 | 2.6k | $77k |