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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AE Wealth Management 136k $4.0M 5711% Dec 2025
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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 52k $1.5M 7% Dec 2025
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Private Advisor 33k $1.2M 25% Mar 2026
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Global View Capital Management 26k $782k -3% 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 14k $504k -7% Mar 2026
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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 $366k 0% Mar 2026
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Straight Path Wealth Management 9.8k $345k 0% Mar 2026
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Citadel Advisors 7.4k $219k -3% Dec 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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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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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
Whalen Wealth Management Dec 2025 41k $1.2M
Holcombe Financial Dec 2025 26k $783k
Claris Financial Sep 2025 18k $551k
Inspire Advisors Sep 2025 15k $437k
Farther Finance Advisors Dec 2025 540.00 $16k