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
Encompass More Asset Management 405k $14M 298% Mar 2026
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Longview Financial Advisors 230k $8.1M 6% Mar 2026
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Envestnet Asset Management 204k $7.2M 1616% Mar 2026
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LPL Financial 190k $6.7M 100% Mar 2026
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Mml Investors Services 177k $6.3M 100% Mar 2026
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AE Wealth Management 120k $4.2M -12% Mar 2026
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BLVD Private Wealth 67k $2.4M 100% Mar 2026
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Park Edge Advisors 54k $1.9M 8% Mar 2026
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Change Path 33k $1.2M -36% Mar 2026
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Private Advisor 33k $1.2M 25% Mar 2026
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Global View Capital Management 32k $1.1M 20% Mar 2026
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HighTower Advisors 25k $882k -3% Mar 2026
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CLS Investments 25k $871k 18% Mar 2026
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Toroso Investments 20k $717k 100% Mar 2026
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Stratos Wealth Partners 14k $504k -7% Mar 2026
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Hilltop Holdings 12k $361k 1% Dec 2025
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Summit Global Investments 12k $418k 100% Mar 2026
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Bluesphere Advisors 10k $366k 0% Mar 2026
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Straight Path Wealth Management 9.8k $345k 0% Mar 2026
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Belvedere Trading 7.8k $276k 100% Mar 2026
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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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Mather Group 1.9k $69k 100% Mar 2026
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Global Retirement Partners 1.6k $48k 237% Dec 2025
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Morgan Stanley 122.00 $4.4k 12100% Mar 2026
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Whalen Wealth Management Dec 2025 41k $1.2M
Holcombe Financial Dec 2025 26k $783k
Citadel Advisors Dec 2025 7.4k $219k
Farther Finance Advisors Dec 2025 540.00 $16k
Wells Fargo & Company Dec 2025 181.00 $5.4k
UBS Group Dec 2025 138.00 $4.1k