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
Principal Securities 600k $13M 15% Dec 2025
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AE Wealth Management 536k $12M -37% Dec 2025
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Elevated Capital Advisors 421k $9.4M 21% Dec 2025
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WealthPlan Investment Management 354k $7.9M -37% Dec 2025
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LPL Financial 296k $6.6M 3% Dec 2025
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Envestnet Asset Management 289k $6.4M 19% Dec 2025
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POM Investment Strategies 152k $3.4M -51% Dec 2025
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Advisor Group Holdings 136k $3.0M -14% Dec 2025
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Howard Bailey Securities 118k $2.7M 21% Sep 2025
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Key Capital Management 100k $2.2M 100% Dec 2025
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Feltz Wealth PLAN 93k $2.1M -14% Dec 2025
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Encompass More Asset Management 91k $2.0M 2% Dec 2025
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Altiora Financial Group 89k $2.0M 100% Dec 2025
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Stegent Equity Advisors 84k $1.9M -12% Dec 2025
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Beacon Capital Management 83k $1.8M -85% Dec 2025
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Napa Wealth Management 76k $1.8M 21% Sep 2025
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B.O.S.S. Retirement Advisors 67k $1.5M 35% Dec 2025
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FSA Advisors 63k $1.4M 100% Dec 2025
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Legacy Wealth Managment 51k $1.1M -39% Dec 2025
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Authentikos Wealth Advisory 48k $1.1M -39% Dec 2025
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Tme Financial 47k $1.1M -30% Dec 2025
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Citadel Advisors 40k $914k 74% Sep 2025
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Summit Financial 35k $787k -4% Dec 2025
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Ieq Capital 32k $712k 0% Dec 2025
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Blackston Financial Advisory Group 30k $673k -23% Dec 2025
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Networth Advisors 21k $478k 100% Dec 2025
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Steward Partners Investment Advisory 18k $400k -55% Dec 2025
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Redhawk Wealth Advisors 18k $395k -44% Dec 2025
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Integrated Advisors Network 15k $331k -18% Dec 2025
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Guerra Advisors 14k $319k -5% Sep 2025
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Old Mission Capital 13k $296k -76% Dec 2025
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Foundations Investment Advisors 12k $275k 37% Dec 2025
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Kestra Advisory Services 12k $269k 0% Dec 2025
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IFP Advisors 12k $262k 0% Dec 2025
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Susquehanna International 12k $260k 100% Dec 2025
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Lloyd Advisory Services 11k $233k 100% Dec 2025
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Panoramic Investment Advisors 10k $231k -8% Dec 2025
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Royal Bank of Canada 10k $238k 13% Sep 2025
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Pekin, Singer Strauss Asset Management 9.6k $215k -41% Dec 2025
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Decker Retirement Planning 8.6k $191k -69% Dec 2025
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SRS Capital Advisors 3.8k $84k -87% Dec 2025
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Whipplewood Advisors 2.9k $65k 0% Dec 2025
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Parkside Financial Bank & Trust 2.8k $62k 0% Dec 2025
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Nbc Securities 2.7k $61k 100% Dec 2025
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Larson Financial Group 2.4k $53k 2% Dec 2025
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UBS Group 2.1k $48k -63% Dec 2025
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Luminist Capital 1.5k $34k -18% Dec 2025
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Sound Income Strategies 1.1k $25k 137% Dec 2025
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Harbour Investments 252.00 $5.6k 0% Dec 2025
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National Bank Of Canada /fi/ 133.00 $3.0k 0% Dec 2025
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Farther Finance Advisors 1.00 $21.000000 0% Dec 2025
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Wells Fargo & Company 1.00 $29.000000 0% Dec 2025
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Prevail Innovative Wealth Advisors Sep 2025 98k $2.3M
Change Path Sep 2025 24k $553k
J Hagan Capital Sep 2025 18k $415k
BlackDiamond Wealth Management Sep 2025 8.8k $203k
Advisory Services Network Sep 2025 1.0k $24k
Aptus Capital Advisors Sep 2025 70.00 $1.6k