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 588k $13M -2% Mar 2026
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LPL Financial 286k $6.1M -3% Mar 2026
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Envestnet Asset Management 268k $5.7M -7% Mar 2026
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Altiora Financial Group 230k $4.9M 159% Mar 2026
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Advisor Group Holdings 136k $3.0M -14% Dec 2025
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WealthPlan Investment Management 119k $2.5M -66% Mar 2026
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Feltz Wealth PLAN 72k $1.5M -23% Mar 2026
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Tme Financial 44k $944k -6% Mar 2026
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Legacy Wealth Managment 42k $901k -17% Mar 2026
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Stegent Equity Advisors 35k $745k -58% Mar 2026
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Mather Group 33k $700k 100% Mar 2026
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Summit Financial 33k $698k -7% Mar 2026
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Ieq Capital 32k $712k 0% Dec 2025
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AE Wealth Management 28k $595k -95% Mar 2026
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Elevated Capital Advisors 17k $357k -96% Mar 2026
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Jane Street 15k $330k 100% Mar 2026
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Integrated Advisors Network 13k $286k -10% Mar 2026
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Old Mission Capital 13k $296k -76% Dec 2025
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Mml Investors Services 13k $278k 100% Mar 2026
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Panoramic Investment Advisors 12k $253k 14% Mar 2026
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Redhawk Wealth Advisors 12k $250k -34% Mar 2026
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Susquehanna International 12k $260k 100% Dec 2025
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IFP Advisors 12k $246k -2% Mar 2026
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Foundations Investment Advisors 10k $218k -17% Mar 2026
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Kestra Advisory Services 10k $215k -16% Mar 2026
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Mosley Wealth Management 8.0k $185k 100% Mar 2026
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SRS Capital Advisors 3.8k $81k 1% Mar 2026
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Royal Bank of Canada 3.6k $77k -65% Mar 2026
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Steward Partners Investment Advisory 3.3k $70k -82% Mar 2026
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Whipplewood Advisors 2.9k $62k 0% Mar 2026
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Parkside Financial Bank & Trust 2.8k $60k 1% Mar 2026
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Larson Financial Group 2.4k $53k 2% Dec 2025
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Luminist Capital 1.5k $33k 1% Mar 2026
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Key Capital Management 1.5k $32k -99% Mar 2026
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UBS Group 1.3k $27k -40% Mar 2026
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Nbc Securities 874.00 $19k -68% Mar 2026
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Harbour Investments 333.00 $7.1k 32% Mar 2026
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Mot 287.00 $6.1k 100% Mar 2026
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National Bank Of Canada /fi/ 133.00 $3.0k 0% Dec 2025
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BlackRock 105.00 $2.2k 100% Mar 2026
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Farther Finance Advisors 1.00 $20.000000 0% Mar 2026
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Wells Fargo & Company 1.00 $23.000000 0% Mar 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
POM Investment Strategies Dec 2025 152k $3.4M
Howard Bailey Securities Sep 2025 118k $2.7M
Encompass More Asset Management Dec 2025 91k $2.0M
Beacon Capital Management Dec 2025 83k $1.8M
B.O.S.S. Retirement Advisors Dec 2025 67k $1.5M
FSA Advisors Dec 2025 63k $1.4M
Authentikos Wealth Advisory Dec 2025 48k $1.1M
Blackston Financial Advisory Group Dec 2025 30k $673k
Networth Advisors Dec 2025 21k $478k
Lloyd Advisory Services Dec 2025 11k $233k
Pekin, Singer Strauss Asset Management Dec 2025 9.6k $215k
Decker Retirement Planning Dec 2025 8.6k $191k
Sound Income Strategies Dec 2025 1.1k $25k
Advisory Services Network Sep 2025 1.0k $24k