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
Kayne Anderson Capital Advisors, L.p 400k $10M 0% Jun 2026
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AG Asset Advisory 293k $7.3M -1% Sep 2026
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Axxcess Wealth Management 137k $3.4M 26% Sep 2026
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Kayne Anderson Rudnick Investment Management 99k $2.6M 173% Jun 2026
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Mosley Wealth Management 70k $1.8M 185% Sep 2026
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Change Path 68k $1.8M 26% Jun 2026
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Exit Wealth Advisors 60k $1.5M 148% Jun 2026
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Raymond James Financial 59k $1.5M 0% Jun 2026
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Belpointe Asset Management 58k $1.5M -5% Jun 2026
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Pekin, Singer Strauss Asset Management 47k $1.2M 27% Sep 2026
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Magnus Financial Group 44k $1.1M 1% Sep 2026
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Steel Peak Wealth Management 38k $937k 93% Sep 2026
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Moody National Bank Trust Division 35k $871k 100% Sep 2026
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Encompass More Asset Management 33k $823k -59% Sep 2026
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United Capital Financial Advisers 32k $828k 0% Jun 2026
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HB Wealth Management 32k $793k 0% Sep 2026
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Jane Street 31k $786k 138% Jun 2026
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Wealth Enhancement Advisory Services 27k $681k 158% Sep 2026
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Accelerate Investment Advisors 26k $642k 0% Sep 2026
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CI Private Wealth 13k $343k 0% Jun 2026
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Bank of America Corporation 9.7k $250k 100% Jun 2026
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Hazlett, Burt & Watson 826.00 $21k 2% Sep 2026
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Assetmark 34.00 $848.000800 100% Sep 2026
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Mar 2026 25k $647k