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
Private Advisor 884k $26M 267% Sep 2024
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Feltz Wealth PLAN 564k $16M 3% Sep 2024
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Keudell/Morrison Wealth Management 517k $15M -1% Dec 2024
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CWM 471k $14M 27% Sep 2024
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Ameritas Advisory Services 416k $12M 28% Dec 2024
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LPL Financial 368k $11M 17% Sep 2024
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WealthPlan Investment Management 364k $11M 1% Sep 2024
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Arq Wealth Advisors 240k $6.8M 1% Sep 2024
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Smith, Moore & Co. 201k $5.8M -1% Sep 2024
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Steward Partners Investment Advisory 176k $5.1M 1% Sep 2024
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Lionsbridge Wealth Management 176k $5.2M 41% Dec 2024
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HighTower Advisors 171k $4.9M -24% Sep 2024
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Stratos Wealth Advisors 167k $4.9M 6% Dec 2024
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UBS Group 144k $4.2M 1278% Sep 2024
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Advisor Group Holdings 100k $2.9M 100% Sep 2024
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Commonwealth Equity Services 84k $2.4M -16% Sep 2024
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Harmony Asset Management 77k $2.2M 32% Sep 2024
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Financial Enhancement 60k $1.8M -86% Dec 2024
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Captrust Financial Advisors 55k $1.6M -25% Sep 2024
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Peterson Wealth Advisors 54k $1.6M 42% Dec 2024
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Stephens 34k $996k 100% Dec 2024
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Envestnet Asset Management 32k $912k -2% Sep 2024
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Cetera Investment Advisers 31k $900k -85% Sep 2024
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Mariner Wealth Advisors 28k $812k -37% Sep 2024
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PFG Advisors 25k $715k 100% Sep 2024
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Middleton & Company 16k $461k -21% Sep 2024
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Hilltop Holdings 15k $431k 100% Sep 2024
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Atria Wealth Solutions 14k $406k -2% Sep 2024
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Bay Rivers Group 13k $383k 100% Dec 2024
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Proficio Capital Partners 11k $302k 0% Sep 2024
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Northwest Capital Management 5.5k $158k 3% Sep 2024
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Nelson, Van Denburg & Campbell Wealth Management 3.7k $108k 0% Dec 2024
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Jpmorgan Chase & Co 3.2k $94k 319% Sep 2024
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DHJJ Financial Advisors 20.00 $590.000000 0% Dec 2024
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Dynamic Advisors Solutions Sep 2024 81k $2.3M
Susquehanna International Jun 2024 16k $433k
Wolverine Trading Jun 2024 9.0k $250k
Wealthcare Advisory Partners Sep 2024 7.1k $205k
Foundations Investment Advisors Sep 2024 6.9k $201k
Penserra Capital Management Jun 2024 286.00 $8.0k
Royal Bank of Canada Jun 2024 197.00 $5.0k