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 | 1.2M | $35M | 100% | Jun 2026 |
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| AE Wealth Management | 512k | $15M | 26% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 427k | $13M | 71% | Mar 2026 |
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| Bank of America Corporation | 276k | $8.1M | 100% | Mar 2026 |
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| Elevated Capital Advisors | 244k | $7.1M | 100% | Mar 2026 |
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| Citigroup | 178k | $5.2M | 100% | Mar 2026 |
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| Key Capital Management | 147k | $4.4M | 9% | Jun 2026 |
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| Principal Securities | 146k | $4.3M | 100% | Mar 2026 |
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| Encompass More Asset Management | 130k | $3.8M | 386% | Mar 2026 |
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| Park Edge Advisors | 120k | $3.6M | -6% | Jun 2026 |
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| Change Path | 111k | $3.3M | 124% | Mar 2026 |
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| Pekin, Singer Strauss Asset Management | 107k | $3.2M | 43% | Jun 2026 |
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| Howard Bailey Securities | 104k | $3.0M | 100% | Mar 2026 |
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| B.O.S.S. Retirement Advisors | 80k | $2.3M | 56% | Mar 2026 |
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| Envestnet Asset Management | 77k | $2.3M | 100% | Mar 2026 |
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| FSA Advisors | 70k | $2.1M | 45% | Mar 2026 |
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| Authentikos Wealth Advisory | 52k | $1.5M | 32% | Mar 2026 |
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| Paladin Wealth | 44k | $1.3M | 100% | Jun 2026 |
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| Beacon Capital Management | 43k | $1.3M | -23% | Jun 2026 |
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| Blackston Financial Advisory Group | 41k | $1.2M | 66% | Mar 2026 |
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| Networth Advisors | 30k | $880k | 74% | Mar 2026 |
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| Mather Group | 28k | $845k | -24% | Jun 2026 |
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| WealthCare Asset Management | 27k | $795k | 103% | Jun 2026 |
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| Mosley Wealth Management | 22k | $663k | 100% | Jun 2026 |
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| Belpointe Asset Management | 21k | $623k | 9% | Jun 2026 |
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| CWM | 20k | $582k | 140% | Mar 2026 |
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| Altiora Financial Group | 13k | $382k | 100% | Mar 2026 |
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| Summit Global Investments | 11k | $320k | 100% | Mar 2026 |
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| Decker Retirement Planning | 8.9k | $266k | 0% | Jun 2026 |
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| Kestra Private Wealth Services | 8.8k | $263k | 13% | Jun 2026 |
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| POM Investment Strategies | 2.6k | $77k | -59% | Jun 2026 |
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| Nbc Securities | 2.5k | $75k | 100% | Mar 2026 |
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| Buck Wealth Strategies | 990.00 | $30k | 100% | Jun 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 |
|---|---|---|---|
| Lloyd Advisory Services | Dec 2025 | 8.5k | $231k |