Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: HIGH
- CUSIP Number: 82889n632
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| AE Wealth Management | 846k | $20M | 2% | Sep 2025 |
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| WealthPlan Investment Management | 560k | $13M | 1% | Sep 2025 |
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| Beacon Capital Management | 536k | $12M | -1% | Sep 2025 |
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| Principal Securities | 521k | $12M | 12% | Sep 2025 |
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| Elevated Capital Advisors | 348k | $8.0M | 108% | Sep 2025 |
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| POM Investment Strategies | 312k | $7.2M | 46% | Sep 2025 |
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| LPL Financial | 288k | $6.6M | 14% | Sep 2025 |
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| Envestnet Asset Management | 242k | $5.6M | 10% | Sep 2025 |
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| Legacy Investment Solutions | 182k | $4.4M | 100% | Jun 2025 |
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| Advisor Group Holdings | 159k | $3.7M | 1% | Sep 2025 |
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| Feltz Wealth PLAN | 108k | $2.5M | 1% | Sep 2025 |
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| Prevail Innovative Wealth Advisors | 98k | $2.3M | -14% | Sep 2025 |
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| Stegent Equity Advisors | 95k | $2.2M | 0% | Sep 2025 |
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| Encompass More Asset Management | 88k | $2.0M | 31% | Sep 2025 |
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| Legacy Wealth Managment | 83k | $1.9M | -54% | Sep 2025 |
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| Authentikos Wealth Advisory | 80k | $1.8M | 16% | Sep 2025 |
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| Napa Wealth Management | 76k | $1.8M | 21% | Sep 2025 |
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| Tme Financial | 67k | $1.5M | 10% | Sep 2025 |
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| Old Mission Capital | 55k | $1.3M | 100% | Sep 2025 |
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| B.O.S.S. Retirement Advisors | 50k | $1.1M | 37% | Sep 2025 |
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| Citadel Advisors | 40k | $914k | 74% | Sep 2025 |
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| Steward Partners Investment Advisory | 40k | $913k | -9% | Sep 2025 |
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| Blackston Financial Advisory Group | 39k | $905k | 52% | Sep 2025 |
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| Summit Financial | 37k | $850k | 100% | Sep 2025 |
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| Ieq Capital | 32k | $737k | 100% | Sep 2025 |
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| Redhawk Wealth Advisors | 32k | $736k | 56% | Sep 2025 |
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| SRS Capital Advisors | 28k | $502k | 656% | Sep 2025 |
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| Decker Retirement Planning | 28k | $635k | 2% | Sep 2025 |
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| Change Path | 24k | $553k | 100% | Sep 2025 |
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| Integrated Advisors Network | 18k | $416k | 37% | Sep 2025 |
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| J Hagan Capital | 18k | $415k | 21% | Sep 2025 |
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| Pekin, Singer Strauss Asset Management | 16k | $377k | -10% | Sep 2025 |
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| Guerra Advisors | 14k | $319k | -5% | Sep 2025 |
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| Kestra Advisory Services | 12k | $278k | -8% | Sep 2025 |
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| IFP Advisors | 12k | $271k | 1% | Sep 2025 |
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| Panoramic Investment Advisors | 11k | $261k | 0% | Sep 2025 |
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| Royal Bank of Canada | 10k | $238k | 13% | Sep 2025 |
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| Foundations Investment Advisors | 9.0k | $207k | 100% | Sep 2025 |
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| BlackDiamond Wealth Management | 8.8k | $203k | 0% | Sep 2025 |
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| UBS Group | 5.8k | $135k | -90% | Sep 2025 |
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| Whipplewood Advisors | 2.9k | $67k | -55% | Sep 2025 |
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| Parkside Financial Bank & Trust | 2.8k | $64k | -14% | Sep 2025 |
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| Larson Financial Group | 2.3k | $54k | 2% | Sep 2025 |
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| Luminist Capital | 1.9k | $44k | -2% | Sep 2025 |
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| Advisory Services Network | 1.0k | $24k | 100% | Sep 2025 |
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| Sound Income Strategies | 474.00 | $11k | 100% | Sep 2025 |
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| Harbour Investments | 252.00 | $5.8k | -74% | Sep 2025 |
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| National Bank Of Canada /fi/ | 133.00 | $3.1k | 0% | Sep 2025 |
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| Aptus Capital Advisors | 70.00 | $1.6k | 0% | Sep 2025 |
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| Farther Finance Advisors | 1.00 | $21.000000 | 100% | Sep 2025 |
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| Wells Fargo & Company | 1.00 | $32.000000 | -50% | Sep 2025 |
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| Morgan Stanley | 1.00 | $30.000000 | 100% | Jun 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| FSA Advisors | Jun 2025 | 89k | $2.1M |
| Commonwealth Equity Services | Jun 2025 | 40k | $963k |
| Compass Capital Corp | Jun 2025 | 18k | $415k |
| Park Square Financial Group | Jun 2025 | 12k | $299k |
| Cornerstone Wealth Management | Jun 2025 | 8.4k | $204k |
| Transce3nd | Jun 2025 | 7.3k | $177k |
| Jpmorgan Chase & Co | Mar 2025 | 6.5k | $143k |
| Skopos Labs | Jun 2025 | 2.8k | $67k |
| Raymond James Financial | Jun 2025 | 1.9k | $47k |
| Mid-American Wealth Advisory Group | Jun 2025 | 1.2k | $29k |
| Ulland Investment Advisors | Jun 2025 | 636.00 | $15k |
| Parallel Advisors | Jun 2025 | 301.00 | $7.3k |