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 211k $6.4M 1280% Sep 2025
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Mainstay Capital Management 163k $4.6M 61% Jun 2025
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Encompass More Asset Management 90k $2.7M -4% Sep 2025
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Park Edge Advisors 51k $1.6M 15% Sep 2025
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Change Path 49k $1.5M 525% Sep 2025
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Napa Wealth Management 34k $1.0M -77% Sep 2025
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Global View Capital Management 27k $819k 17% Sep 2025
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Private Advisor 22k $654k -23% Sep 2025
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Stratos Wealth Partners 20k $594k -2% Sep 2025
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Worth Asset Management 15k $465k 69% Sep 2025
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CLS Investments 15k $450k 7% Sep 2025
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Inspire Advisors 15k $437k 100% Sep 2025
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Hilltop Holdings 12k $365k 7% Sep 2025
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Envestnet Asset Management 12k $356k 4% Sep 2025
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Bluesphere Advisors 10k $312k -3% Sep 2025
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Straight Path Wealth Management 9.2k $276k 3% Sep 2025
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Citadel Advisors 7.6k $230k 100% Sep 2025
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AE Wealth Management 2.3k $71k 6788% Sep 2025
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Advisor Group Holdings 573.00 $17k 0% Sep 2025
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Global Retirement Partners 475.00 $14k 100% Sep 2025
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CWM 320.00 $10k 596% Sep 2025
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Principal Securities 50.00 $1.5k 100% Sep 2025
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Morgan Stanley 1.00 $29.000000 100% Jun 2025
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Commonwealth Equity Services Jun 2025 29k $825k
Jane Street Jun 2025 15k $423k
Brown Advisory Holdings Incorporated Jun 2025 8.4k $235k
IFP Advisors Jun 2025 2.3k $64k