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 571k $12M -3% Jun 2026
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LPL Financial 271k $5.9M -5% Jun 2026
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Envestnet Asset Management 245k $5.3M -9% Jun 2026
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Advisor Group Holdings 115k $2.5M -4% Jun 2026
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WealthPlan Investment Management 99k $2.1M -17% Jun 2026
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Old Mission Capital 98k $2.1M 137% Jun 2026
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Legacy Wealth Managment 62k $1.3M 46% Jun 2026
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Feltz Wealth PLAN 43k $924k -40% Jun 2026
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Tme Financial 40k $866k -9% Jun 2026
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AE Wealth Management 28k $598k -1% Jun 2026
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Hrt Financial 20k $439k 100% Jun 2026
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Summit Financial 20k $428k -40% Jun 2026
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Mml Investors Services 16k $351k 24% Jun 2026
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Mosley Wealth Management 16k $337k 94% Jun 2026
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Redhawk Wealth Advisors 12k $257k 1% Jun 2026
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Mather Group 12k $257k -64% Jun 2026
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Panoramic Investment Advisors 12k $256k 0% Jun 2026
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Integrated Advisors Network 11k $240k -17% Jun 2026
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Citadel Advisors 10k $219k 100% Jun 2026
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IFP Advisors 9.8k $213k -14% Jun 2026
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Elevated Capital Advisors 9.5k $206k -43% Jun 2026
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SRS Capital Advisors 4.8k $105k 28% Jun 2026
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Nbc Securities 3.1k $67k 252% Jun 2026
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Parkside Financial Bank & Trust 2.8k $61k 1% Jun 2026
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Larson Financial Group 2.4k $53k 1% Jun 2026
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Pnc Financial Services 2.4k $52k 100% Jun 2026
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Key Capital Management 1.4k $30k -5% Jun 2026
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Luminist Capital 1.4k $29k -12% Jun 2026
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SCBT Financial Corporation 1.3k $27k 100% Jun 2026
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BlackRock 1.1k $23k 903% Jun 2026
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Royal Bank of Canada 660.00 $14k -82% Jun 2026
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Harbour Investments 511.00 $11k 53% Jun 2026
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Steward Partners Investment Advisory 425.00 $9.2k -87% Jun 2026
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UBS Group 400.00 $8.7k -69% Jun 2026
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Tounjian Advisory Partners 200.00 $4.3k 100% Jun 2026
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National Bank Of Canada /fi/ 133.00 $2.9k 0% Jun 2026
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Mercer Global Advisors 2.00 $40.000000 100% Jun 2026
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Farther Finance Advisors 1.00 $21.000000 0% Jun 2026
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Lloyd Advisory Services 1.00 $12.000000 100% Jun 2026
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Wells Fargo & Company 1.00 $20.000000 0% Jun 2026
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Morgan Stanley 1.00 $31.000000 0% Mar 2026
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Altiora Financial Group Mar 2026 230k $4.9M
Stegent Equity Advisors Mar 2026 35k $745k
Susquehanna International Mar 2026 32k $673k
Jane Street Mar 2026 15k $330k
Foundations Investment Advisors Mar 2026 10k $218k
Kestra Advisory Services Mar 2026 10k $215k
Whipplewood Advisors Mar 2026 2.9k $62k
Mot Mar 2026 287.00 $6.1k