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
Wells Fargo & Company 787k $19M 100% Dec 2023
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Private Advisor 733k $18M 100% Dec 2023
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Richard P Slaughter Associates 573k $14M 6882% Mar 2024
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Astor Investment Management 426k $11M 100% Dec 2023
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Advisor Group Holdings 264k $6.5M 1130% Dec 2023
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Peak Financial Advisors 207k $5.0M -55% Mar 2024
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AE Wealth Management 169k $4.1M 100% Dec 2023
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Flagship Harbor Advisors 162k $3.9M 15% Mar 2024
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Jane Street 134k $3.3M 168% Dec 2023
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Orion Portfolio Solutions 132k $3.2M 100% Dec 2023
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Branch Banking & Trust Company 128k $3.2M 1% Dec 2023
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3EDGE Asset Management 126k $3.1M -41% Dec 2023
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Simplify Asset Management 120k $3.0M 631% Dec 2023
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Propel Bio Management 120k $3.0M 100% Dec 2023
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BlackDiamond Wealth Management 112k $2.7M 63% Dec 2023
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Atria Investments 106k $2.6M 100% Dec 2023
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Legacy Capital Group California 91k $2.2M 100% Dec 2023
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Prosperity Wealth Management 76k $1.9M 100% Dec 2023
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Citizens Financial Group 70k $1.7M 44% Dec 2023
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Wealthcare Advisory Partners 59k $1.4M 13% Mar 2024
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Continuum Advisory 56k $1.4M 43% Dec 2023
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Pekin, Singer Strauss Asset Management 55k $1.3M 101% Dec 2023
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Narus Financial Partners 49k $1.2M 100% Dec 2023
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Arete Wealth Advisors 45k $1.1M 100% Dec 2023
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Encompass More Asset Management 38k $941k 100% Dec 2023
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SRS Capital Advisors 33k $810k 46% Dec 2023
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Elevated Capital Advisors 28k $689k -22% Mar 2024
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HighTower Advisors 25k $604k 100% Dec 2023
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Andina Capital Management 22k $546k 100% Mar 2024
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Outlook Wealth Advisors 22k $550k 100% Dec 2023
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Mid-American Wealth Advisory Group 20k $489k 100% Mar 2024
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Principal Securities 18k $440k 100% Dec 2023
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Cambridge Investment Research Advisors 18k $438k 100% Dec 2023
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AlphaMark Advisors 18k $436k 110% Dec 2023
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Kestra Advisory Services 16k $394k 100% Dec 2023
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Flow Traders US 16k $386k 100% Dec 2023
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Bank of New York Mellon 15k $362k 100% Dec 2023
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Wealth Enhancement Advisory Services 13k $316k 18% Mar 2024
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Advisory Services Network 12k $295k 100% Dec 2023
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Fortitude Family Office 12k $283k 137% Mar 2024
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Axxcess Wealth Management 11k $269k 100% Dec 2023
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Change Path 10k $250k 100% Dec 2023
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Reuter James Wealth Management 9.3k $227k 100% Dec 2023
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Raleigh Capital Management 8.1k $199k 100% Dec 2023
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IFP Advisors 4.2k $104k 100% Dec 2023
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New Millennium Group 1.3k $33k 100% Dec 2023
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Mather Group 1.3k $32k 100% Mar 2024
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FTB Advisors 428.00 $11k 100% Dec 2023
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Valley National Advisers 409.00 $10k 104% Dec 2023
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Aspire Private Capital 161.00 $3.9k 5% Mar 2024
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Signature 40.00 $990.000000 100% Dec 2023
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Worth Asset Management Dec 2023 33k $798k
Wright Fund Managment Sep 2023 31k $776k
Matrix Trust Sep 2023 544.00 $14k
Bank of America Corporation Sep 2023 427.00 $11k
Sound Income Strategies Dec 2023 339.00 $8.3k