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
Gradient Investments 1.2M $35M 100% Jun 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 273k $8.1M 12% Jun 2026
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Principal Securities 214k $6.4M 46% Jun 2026
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Citigroup 178k $5.2M 100% Mar 2026
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Encompass More Asset Management 175k $5.2M 34% Jun 2026
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Envestnet Asset Management 148k $4.4M 92% Jun 2026
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Key Capital Management 147k $4.4M 9% Jun 2026
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Park Edge Advisors 120k $3.6M -6% Jun 2026
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Pekin, Singer Strauss Asset Management 107k $3.2M 43% Jun 2026
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Howard Bailey Securities 105k $3.1M 1% Jun 2026
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Change Path 94k $2.8M -15% Jun 2026
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B.O.S.S. Retirement Advisors 86k $2.6M 8% Jun 2026
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Jane Street 84k $2.5M 100% Jun 2026
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FSA Advisors 80k $2.4M 14% Jun 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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Paladin Wealth 44k $1.3M 100% Jun 2026
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Blackston Financial Advisory Group 44k $1.3M 7% Jun 2026
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Beacon Capital Management 43k $1.3M -23% Jun 2026
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Networth Advisors 32k $944k 5% Jun 2026
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Mattson Financial Services 29k $835k 100% Jun 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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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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CWM 20k $582k 140% Mar 2026
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Lloyd Advisory Services 16k $490k 100% Jun 2026
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Altiora Financial Group 15k $454k 17% Jun 2026
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Summit Global Investments 15k $445k 36% Jun 2026
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Sowell Financial Services 13k $390k 100% Jun 2026
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Wiley Bros.-aintree Capital 11k $322k 100% Jun 2026
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Decker Retirement Planning 8.9k $266k 0% Jun 2026
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Nbc Securities 8.9k $265k 250% Jun 2026
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Kestra Private Wealth Services 8.8k $263k 13% Jun 2026
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Tounjian Advisory Partners 4.8k $142k 100% Jun 2026
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POM Investment Strategies 2.6k $77k -59% Jun 2026
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Buck Wealth Strategies 990.00 $30k 100% Jun 2026
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Montgomery Financial Services 968.00 $29k 100% Jun 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
Sound Income Strategies Mar 2026 315.00 $9.4k