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 1.1M $26M 5% Sep 2024
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Wells Fargo & Company 695k $16M -3% Sep 2024
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WealthPlan Investment Management 542k $13M -23% Sep 2024
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Envestnet Asset Management 542k $13M 15% Sep 2024
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LPL Financial 439k $10M -5% Sep 2024
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3EDGE Asset Management 351k $8.2M 68% Sep 2024
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Astor Investment Management 344k $8.1M -5% Sep 2024
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Principal Securities 282k $6.6M 50% Sep 2024
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Arq Wealth Advisors 225k $5.3M 4% Sep 2024
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Advisor Group Holdings 199k $4.7M 78% Sep 2024
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Feltz Wealth PLAN 168k $3.9M -56% Sep 2024
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Orion Portfolio Solutions 139k $3.3M 10% Sep 2024
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Jane Street 137k $3.2M 138% Sep 2024
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Branch Banking & Trust Company 129k $3.1M 2% Jun 2024
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BlackDiamond Wealth Management 129k $3.1M 5% Jun 2024
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Stegent Equity Advisors 117k $2.7M -28% Sep 2024
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AE Wealth Management 117k $2.7M -7% Sep 2024
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Atria Investments 109k $2.5M 0% Sep 2024
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Flow Traders US 95k $2.2M -25% Sep 2024
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Legacy Capital Group California 91k $2.1M 4% Sep 2024
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Pekin, Singer Strauss Asset Management 90k $2.1M 9% Sep 2024
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Napa Wealth Management 89k $2.1M 100% Sep 2024
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Change Path 78k $1.8M 436% Sep 2024
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Accurate Wealth Management 74k $1.7M 55% Sep 2024
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Mid-American Wealth Advisory Group 65k $1.5M 69% Sep 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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Commonwealth Equity Services 55k $1.3M 123% Sep 2024
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Andina Capital Management 54k $1.3M 13% Sep 2024
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Encompass More Asset Management 54k $1.3M 19% Sep 2024
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Susquehanna International 48k $1.1M 215% Sep 2024
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Inspire Advisors 46k $1.1M 100% Sep 2024
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Narus Financial Partners 42k $980k -34% Sep 2024
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Claudia M.p. Batlle, Crp 39k $948k 100% Jun 2024
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Citadel Advisors 39k $908k 100% Sep 2024
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HighTower Advisors 31k $766k 11% Jun 2024
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GeoWealth Management 29k $687k -4% Sep 2024
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SRS Capital Advisors 27k $640k -9% Sep 2024
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Redhawk Wealth Advisors 27k $634k 64% Sep 2024
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Flagship Harbor Advisors 27k $624k -84% Sep 2024
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Envestnet Portfolio Solutions 23k $543k 100% Sep 2024
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Atria Wealth Solutions 22k $514k 100% Sep 2024
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Legacy Capital Wealth Partners 19k $438k 6% Sep 2024
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Sigma Planning 19k $433k 95% Sep 2024
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Kestra Advisory Services 15k $355k -23% Sep 2024
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Richard P Slaughter Associates 15k $350k -98% Sep 2024
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Cambridge Investment Research Advisors 15k $340k -14% Sep 2024
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New Century Financial Group 14k $322k 100% Sep 2024
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Townsquare Capital 13k $303k 100% Sep 2024
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CPA Asset Management 13k $302k -33% Sep 2024
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Wealth Enhancement Advisory Services 13k $313k -1% Jun 2024
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Advisory Services Network 12k $295k 0% Sep 2024
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Belpointe Asset Management 12k $294k -50% Jun 2024
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Fortis Capital Advisors 12k $294k -50% Jun 2024
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Davenport & Co 11k $255k 1% Sep 2024
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Mutual Advisors 11k $254k 3% Sep 2024
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Puplava Financial Services 11k $252k -67% Sep 2024
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Bank of New York Mellon 11k $249k -7% Sep 2024
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Harbour Investments 10k $242k 3996% Sep 2024
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Axxcess Wealth Management 10k $237k -4% Sep 2024
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Panoramic Investment Advisors 10k $236k 100% Sep 2024
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Reuter James Wealth Management 9.1k $214k 0% Sep 2024
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H D Vest Advisory Services 8.8k $214k 100% Jun 2024
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Family Investment Center 8.8k $206k 100% Sep 2024
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Royal Bank of Canada 8.8k $205k 100% Sep 2024
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Howard Bailey Securities 8.7k $205k 100% Sep 2024
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Wolverine Trading 8.7k $204k 100% Sep 2024
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IFP Advisors 7.5k $182k -11% Jun 2024
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Raleigh Capital Management 6.8k $159k -5% Sep 2024
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Bessemer 4.5k $106k 100% Sep 2024
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Parkside Financial Bank & Trust 3.2k $75k -21% Sep 2024
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Peterson Financial Group 1.1k $27k 100% Sep 2024
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CWM 1.0k $25k 100% Sep 2024
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AlphaMark Advisors 599.00 $14k -96% Sep 2024
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FTB Advisors 428.00 $10k 0% Sep 2024
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Mather Group 383.00 $9.0k -71% Sep 2024
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Goss Wealth Management 320.00 $7.8k -56% Jun 2024
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Morgan Stanley 216.00 $5.2k 21500% Jun 2024
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Aspire Private Capital 167.00 $3.9k 4% Sep 2024
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National Bank Of Canada /fi/ 133.00 $3.1k 0% Sep 2024
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Propel Bio Management Mar 2024 1.5M $27M
Peak Financial Advisors Jun 2024 257k $6.2M
Citizens Financial Group Jun 2024 91k $2.2M
Wealthcare Advisory Partners Jun 2024 90k $2.2M
Prosperity Wealth Management Mar 2024 67k $1.6M
Continuum Advisory Jun 2024 56k $1.4M
SFG Wealth Management Jun 2024 21k $510k
Arete Wealth Advisors Mar 2024 12k $300k
Fortitude Family Office Jun 2024 5.0k $121k
CoreCap Advisors Jun 2024 901.00 $22k
Penserra Capital Management Jun 2024 324.00 $8.0k