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
Longview Financial Advisors 217k $6.4M 3% Dec 2025
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AE Wealth Management 136k $4.0M 5711% Dec 2025
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Encompass More Asset Management 102k $3.0M 13% Dec 2025
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Change Path 52k $1.5M 7% Dec 2025
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Park Edge Advisors 50k $1.5M -4% Dec 2025
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Whalen Wealth Management 41k $1.2M 100% Dec 2025
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Napa Wealth Management 34k $1.0M -77% Sep 2025
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Holcombe Financial 26k $783k 100% Dec 2025
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Global View Capital Management 26k $782k -3% Dec 2025
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Private Advisor 26k $776k 21% Dec 2025
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HighTower Advisors 26k $758k 100% Dec 2025
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CLS Investments 21k $619k 40% Dec 2025
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Stratos Wealth Partners 15k $456k -22% Dec 2025
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Hilltop Holdings 12k $361k 1% Dec 2025
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Envestnet Asset Management 12k $352k 1% Dec 2025
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Bluesphere Advisors 10k $307k 0% Dec 2025
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Straight Path Wealth Management 9.8k $289k 7% Dec 2025
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Citadel Advisors 7.6k $230k 100% Sep 2025
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CWM 3.8k $114k 1100% Dec 2025
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Advisor Group Holdings 2.5k $74k 336% Dec 2025
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Global Retirement Partners 1.6k $48k 237% Dec 2025
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Farther Finance Advisors 540.00 $16k 100% Dec 2025
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Wells Fargo & Company 181.00 $5.4k 100% Dec 2025
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UBS Group 138.00 $4.1k 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
Worth Asset Management Sep 2025 15k $465k
Inspire Advisors Sep 2025 15k $437k