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
AE Wealth Management 407k $11M 100% Dec 2025
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Bnp Paribas Arbitrage, Snc 250k $6.8M 100% Dec 2025
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Elevated Capital Advisors 244k $7.1M 100% Mar 2026
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Encompass More Asset Management 130k $3.8M 386% Mar 2026
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Park Edge Advisors 128k $3.8M 65% Mar 2026
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POM Investment Strategies 120k $3.3M 100% Dec 2025
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Howard Bailey Securities 104k $3.0M 100% Mar 2026
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Key Capital Management 80k $2.2M 100% Dec 2025
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B.O.S.S. Retirement Advisors 80k $2.3M 56% Mar 2026
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Beacon Capital Management 60k $1.6M 100% Dec 2025
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Change Path 50k $1.4M 0% Dec 2025
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FSA Advisors 49k $1.3M 100% Dec 2025
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Blackston Financial Advisory Group 41k $1.2M 66% Mar 2026
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Authentikos Wealth Advisory 39k $1.1M 100% Dec 2025
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Pekin, Singer Strauss Asset Management 39k $1.1M 202% Dec 2025
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Mather Group 37k $1.1M 100% Mar 2026
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Networth Advisors 30k $880k 74% Mar 2026
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Belpointe Asset Management 19k $563k 100% Mar 2026
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WealthCare Asset Management 13k $385k 100% Mar 2026
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Decker Retirement Planning 9.0k $262k 29% Mar 2026
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Lloyd Advisory Services 8.5k $231k 100% Dec 2025
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CWM 8.3k $226k 1447% Dec 2025
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Kestra Private Wealth Services 7.8k $229k 2% Mar 2026
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Nbc Securities 2.5k $75k 100% Mar 2026
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Sound Income Strategies 315.00 $9.4k -66% Mar 2026
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Coastal Investment Advisors 45.00 $1.3k 100% Mar 2026
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Principal Securities Sep 2025 275.00 $7.6k