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 194k $5.0M -11% Mar 2026
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Inspire Advisors 124k $3.2M -5% Mar 2026
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Elevated Capital Advisors 94k $2.4M 2% Mar 2026
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Key Capital Management 50k $1.3M 18% Mar 2026
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Encompass More Asset Management 44k $1.1M 100% Mar 2026
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Pekin, Singer Strauss Asset Management 38k $987k 100% Mar 2026
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Howard Bailey Securities 37k $953k 27% Mar 2026
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B.O.S.S. Retirement Advisors 29k $748k 7% Mar 2026
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FSA Advisors 26k $666k 1% Mar 2026
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Beacon Capital Management 21k $545k -36% Mar 2026
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Authentikos Wealth Advisory 19k $503k -7% Mar 2026
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Blackston Financial Advisory Group 15k $391k 16% Mar 2026
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Change Path 14k $371k 50% Mar 2026
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Networth Advisors 11k $289k 21% Mar 2026
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Decker Retirement Planning 3.4k $87k -8% Mar 2026
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POM Investment Strategies 2.3k $60k -96% Mar 2026
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Sound Income Strategies 111.00 $2.9k -77% Mar 2026
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Advisor Group Holdings 15.00 $399.000000 100% Dec 2025
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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 4.6k $122k