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
Wells Fargo & Company 677k $16M -3% Dec 2024
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AE Wealth Management 574k $13M 391% Dec 2024
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Envestnet Asset Management 514k $12M -5% Dec 2024
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WealthPlan Investment Management 498k $12M -8% Dec 2024
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UBS Group 404k $9.3M -46% Dec 2024
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LPL Financial 360k $8.3M -18% Dec 2024
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Astor Investment Management 350k $8.1M 2% Dec 2024
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Principal Securities 328k $7.5M 16% Dec 2024
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Beacon Capital Management 302k $6.9M 100% Dec 2024
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Advisor Group Holdings 204k $4.8M 3% Dec 2024
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JT Stratford 203k $4.7M -1% Dec 2024
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Feltz Wealth PLAN 156k $3.6M -7% Dec 2024
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BlackDiamond Wealth Management 141k $3.2M -8% Dec 2024
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Orion Portfolio Solutions 139k $3.2M 0% Dec 2024
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Private Advisor 137k $3.1M -87% Dec 2024
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Arq Wealth Advisors 136k $3.1M -40% Dec 2024
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Prevail Innovative Wealth Advisors 123k $2.9M 100% Sep 2024
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Stegent Equity Advisors 117k $2.7M -28% Sep 2024
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Wealthcare Advisory Partners 114k $2.6M 100% Dec 2024
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Atria Investments 105k $2.4M -3% Dec 2024
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Mid-American Wealth Advisory Group 102k $2.3M 58% Dec 2024
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3EDGE Asset Management 99k $2.3M -72% Dec 2024
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Legacy Capital Group California 95k $2.2M 4% Dec 2024
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Napa Wealth Management 89k $2.1M 100% Sep 2024
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Commonwealth Equity Services 87k $2.0M 59% Dec 2024
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Jane Street 73k $1.7M -47% Dec 2024
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Tme Financial 73k $1.7M 100% Dec 2024
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Change Path 68k $1.6M -13% Dec 2024
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Accurate Wealth Management 61k $1.4M -18% Dec 2024
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Encompass More Asset Management 59k $1.4M 10% Dec 2024
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Steward Partners Investment Advisory 57k $1.3M 125% Dec 2024
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Susquehanna International 56k $1.3M 16% Dec 2024
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Legacy Investment Solutions 56k $1.3M 100% Sep 2024
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Legacy Wealth Managment 56k $1.3M 100% Sep 2024
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Brown Advisory Holdings Incorporated 55k $1.3M 100% Dec 2024
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Andina Capital Management 53k $1.2M -3% Dec 2024
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Citadel Advisors 45k $1.0M 17% Dec 2024
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Old Mission Capital 39k $902k 34% Dec 2024
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Elevated Capital Advisors 37k $840k 100% Dec 2024
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Kestra Advisory Services 36k $824k 136% Dec 2024
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HighTower Advisors 33k $769k 1% Dec 2024
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Claudia M.p. Batlle, Crp 33k $757k -9% Dec 2024
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Pekin, Singer Strauss Asset Management 29k $663k -68% Dec 2024
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Redhawk Wealth Advisors 29k $661k 6% Dec 2024
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GeoWealth Management 25k $579k -14% Dec 2024
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SRS Capital Advisors 25k $564k -10% Dec 2024
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FSA Advisors 23k $523k 100% Dec 2024
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IHT Wealth Management 21k $485k 2% Dec 2024
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Compass Capital Corp 20k $465k 100% Dec 2024
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Envestnet Portfolio Solutions 18k $424k -21% Dec 2024
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Townsquare Capital 17k $395k 33% Dec 2024
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Atria Wealth Solutions 17k $393k -22% Dec 2024
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Wealth Enhancement Advisory Services 16k $379k 26% Dec 2024
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Advisory Services Network 14k $315k 13% Dec 2024
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Inspire Advisors 13k $300k -72% Dec 2024
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CPA Asset Management 13k $302k -33% Sep 2024
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New Century Financial Group 13k $294k -8% Dec 2024
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Wiley Bros.-aintree Capital 12k $284k 100% Dec 2024
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Belpointe Asset Management 12k $287k -14% Dec 2024
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Fortis Capital Advisors 12k $283k -15% Dec 2024
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B.O.S.S. Retirement Advisors 11k $260k 100% Dec 2024
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Bank of New York Mellon 11k $250k 2% Dec 2024
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Puplava Financial Services 11k $248k 0% Dec 2024
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Cambridge Investment Research Advisors 11k $244k -27% Dec 2024
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Panoramic Investment Advisors 11k $243k 5% Dec 2024
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Axxcess Wealth Management 10k $237k 2% Dec 2024
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Mutual Advisors 10k $238k -5% Dec 2024
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IFP Advisors 9.9k $227k 5% Dec 2024
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Royal Bank of Canada 9.1k $210k 5% Dec 2024
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Reuter James Wealth Management 9.1k $210k 0% Dec 2024
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Harbour Investments 8.6k $198k -17% Dec 2024
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Raleigh Capital Management 7.0k $160k 3% Dec 2024
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Parkside Financial Bank & Trust 4.7k $108k 47% Dec 2024
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Geneos Wealth Management 3.8k $88k 100% Dec 2024
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New Wave Wealth Advisors 2.7k $62k 100% Dec 2024
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Decker Retirement Planning 2.6k $59k 100% Dec 2024
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Luminist Capital 2.0k $45k 100% Dec 2024
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Kestra Investment Management 1.6k $37k 100% Dec 2024
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Peterson Financial Group 1.1k $27k 100% Sep 2024
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CWM 1.1k $25k 2% Dec 2024
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Quest 10 Wealth Builders 921.00 $21k 100% Dec 2024
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AlphaMark Advisors 599.00 $14k 0% Dec 2024
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Global Trust Asset Management 575.00 $13k 100% Dec 2024
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FTB Advisors 452.00 $10k 6% Dec 2024
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National Bank Of Canada /fi/ 133.00 $3.1k 0% Sep 2024
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Tower Research Capital 111.00 $2.6k 100% Dec 2024
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Morgan Stanley 8.00 $204.000000 700% Dec 2024
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Branch Banking & Trust Company Sep 2024 125k $2.9M
Flow Traders US Sep 2024 95k $2.2M
Narus Financial Partners Sep 2024 42k $980k
Flagship Harbor Advisors Sep 2024 27k $624k
Legacy Capital Wealth Partners Sep 2024 19k $438k
Sigma Planning Sep 2024 19k $433k
Richard P Slaughter Associates Sep 2024 15k $350k
Davenport & Co Sep 2024 11k $255k
Family Investment Center Sep 2024 8.8k $206k
Howard Bailey Securities Sep 2024 8.7k $205k
Wolverine Trading Sep 2024 8.7k $204k
Bessemer Sep 2024 4.5k $106k
CoreCap Advisors Jun 2024 901.00 $22k
Mather Group Sep 2024 383.00 $9.0k
Aspire Private Capital Sep 2024 167.00 $3.9k