Who owns SIMPLIFY EXCHANGE TRADED FUN?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
AE Wealth Management 846k $20M 2% Sep 2025
 View chart
WealthPlan Investment Management 560k $13M 1% Sep 2025
 View chart
Beacon Capital Management 536k $12M -1% Sep 2025
 View chart
Principal Securities 521k $12M 12% Sep 2025
 View chart
Elevated Capital Advisors 348k $8.0M 108% Sep 2025
 View chart
POM Investment Strategies 312k $7.2M 46% Sep 2025
 View chart
LPL Financial 288k $6.6M 14% Sep 2025
 View chart
Envestnet Asset Management 242k $5.6M 10% Sep 2025
 View chart
Legacy Investment Solutions 182k $4.4M 100% Jun 2025
 View chart
Advisor Group Holdings 159k $3.7M 1% Sep 2025
 View chart
Feltz Wealth PLAN 108k $2.5M 1% Sep 2025
 View chart
Prevail Innovative Wealth Advisors 98k $2.3M -14% Sep 2025
 View chart
Stegent Equity Advisors 95k $2.2M 0% Sep 2025
 View chart
Encompass More Asset Management 88k $2.0M 31% Sep 2025
 View chart
Legacy Wealth Managment 83k $1.9M -54% Sep 2025
 View chart
Authentikos Wealth Advisory 80k $1.8M 16% Sep 2025
 View chart
Napa Wealth Management 76k $1.8M 21% Sep 2025
 View chart
Tme Financial 67k $1.5M 10% Sep 2025
 View chart
Old Mission Capital 55k $1.3M 100% Sep 2025
 View chart
B.O.S.S. Retirement Advisors 50k $1.1M 37% Sep 2025
 View chart
Citadel Advisors 40k $914k 74% Sep 2025
 View chart
Steward Partners Investment Advisory 40k $913k -9% Sep 2025
 View chart
Blackston Financial Advisory Group 39k $905k 52% Sep 2025
 View chart
Summit Financial 37k $850k 100% Sep 2025
 View chart
Ieq Capital 32k $737k 100% Sep 2025
 View chart
Redhawk Wealth Advisors 32k $736k 56% Sep 2025
 View chart
SRS Capital Advisors 28k $502k 656% Sep 2025
 View chart
Decker Retirement Planning 28k $635k 2% Sep 2025
 View chart
Change Path 24k $553k 100% Sep 2025
 View chart
Integrated Advisors Network 18k $416k 37% Sep 2025
 View chart
J Hagan Capital 18k $415k 21% Sep 2025
 View chart
Pekin, Singer Strauss Asset Management 16k $377k -10% Sep 2025
 View chart
Guerra Advisors 14k $319k -5% Sep 2025
 View chart
Kestra Advisory Services 12k $278k -8% Sep 2025
 View chart
IFP Advisors 12k $271k 1% Sep 2025
 View chart
Panoramic Investment Advisors 11k $261k 0% Sep 2025
 View chart
Royal Bank of Canada 10k $238k 13% Sep 2025
 View chart
Foundations Investment Advisors 9.0k $207k 100% Sep 2025
 View chart
BlackDiamond Wealth Management 8.8k $203k 0% Sep 2025
 View chart
UBS Group 5.8k $135k -90% Sep 2025
 View chart
Whipplewood Advisors 2.9k $67k -55% Sep 2025
 View chart
Parkside Financial Bank & Trust 2.8k $64k -14% Sep 2025
 View chart
Larson Financial Group 2.3k $54k 2% Sep 2025
 View chart
Luminist Capital 1.9k $44k -2% Sep 2025
 View chart
Advisory Services Network 1.0k $24k 100% Sep 2025
 View chart
Sound Income Strategies 474.00 $11k 100% Sep 2025
 View chart
Harbour Investments 252.00 $5.8k -74% Sep 2025
 View chart
National Bank Of Canada /fi/ 133.00 $3.1k 0% Sep 2025
 View chart
Aptus Capital Advisors 70.00 $1.6k 0% Sep 2025
 View chart
Farther Finance Advisors 1.00 $21.000000 100% Sep 2025
 View chart
Wells Fargo & Company 1.00 $32.000000 -50% Sep 2025
 View chart
Morgan Stanley 1.00 $30.000000 100% Jun 2025
 View chart

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