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 241k $7.1M 5% Jun 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 80k $2.4M 19% Jun 2026
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Park Edge Advisors 53k $1.6M -1% Jun 2026
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Global View Capital Management 53k $1.6M 65% Jun 2026
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Susquehanna International 34k $1.2M 100% 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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CLS Investments 25k $871k 18% Mar 2026
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HighTower Advisors 23k $671k -9% Jun 2026
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Toroso Investments 20k $717k 100% Mar 2026
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Lane Brothers & Co 19k $552k 100% Jun 2026
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Summit Global Investments 16k $470k 34% Jun 2026
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Stratos Wealth Partners 14k $504k -7% Mar 2026
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Bluesphere Advisors 10k $307k 0% Jun 2026
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Straight Path Wealth Management 10k $297k 3% Jun 2026
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CWM 9.0k $319k 135% Mar 2026
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Belvedere Trading 7.9k $234k 1% Jun 2026
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Raymond James Financial 6.1k $218k 100% Mar 2026
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Advisor Group Holdings 4.5k $160k 80% Mar 2026
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Mather Group 515.00 $15k -73% Jun 2026
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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
Hilltop Holdings Dec 2025 12k $361k
Citadel Advisors Dec 2025 7.4k $219k
Wells Fargo & Company Dec 2025 181.00 $5.4k
UBS Group Dec 2025 138.00 $4.1k