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 207k $5.6M 7% Jun 2026
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Elevated Capital Advisors 102k $2.8M 9% Jun 2026
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Key Capital Management 54k $1.5M 8% Jun 2026
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Encompass More Asset Management 52k $1.3M 13% Sep 2026
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Inspire Advisors 51k $1.4M -59% Jun 2026
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Pekin, Singer Strauss Asset Management 45k $1.1M 18% Sep 2026
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Mosley Wealth Management 40k $1.0M 100% Sep 2026
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Winnow Wealth 39k $990k 188% Sep 2026
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Steel Peak Wealth Management 36k $922k 92% Sep 2026
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Howard Bailey Securities 36k $907k -5% Sep 2026
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B.O.S.S. Retirement Advisors 30k $764k -4% Sep 2026
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FSA Advisors 29k $783k 13% Jun 2026
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Change Path 27k $725k 88% Jun 2026
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Authentikos Wealth Advisory 19k $498k -5% Jun 2026
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Blackston Financial Advisory Group 16k $435k 7% Jun 2026
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Jane Street 12k $312k 100% Jun 2026
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Networth Advisors 11k $308k 2% Jun 2026
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Beacon Capital Management 10k $261k -35% Sep 2026
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Lloyd Advisory Services 6.0k $154k -2% Sep 2026
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Decker Retirement Planning 3.1k $79k -9% Sep 2026
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Tounjian Advisory Partners 1.8k $47k 100% Jun 2026
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Montgomery Financial Services 352.00 $9.5k 100% Jun 2026
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Buck Wealth Strategies 348.00 $8.9k 0% Sep 2026
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Assetmark 33.00 $843.001500 100% Sep 2026
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Advisor Group Holdings 15.00 $403.000500 0% Jun 2026
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POM Investment Strategies 3.00 $78.999900 -100% Sep 2026
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