Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: MAXI
- CUSIP Number: 82889n673
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
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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 |
|---|---|---|---|---|---|
| Authentikos Wealth Advisory | 81k | $1.2M | 100% | Dec 2025 |
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| Cambridge Advisors | 31k | $449k | 46% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 24k | $384k | -8% | Dec 2025 |
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| Mid-American Wealth Advisory Group | 18k | $253k | 33% | Dec 2025 |
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| Napa Wealth Management | 8.2k | $229k | 100% | Sep 2025 |
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| Advisor Group Holdings | 2.5k | $36k | 11% | Dec 2025 |
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| Luminist Capital | 2.5k | $36k | 74% | Dec 2025 |
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| MAI Wealth Advisors | 950.00 | $14k | 100% | Dec 2025 |
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| Caitlin John | 516.00 | $7.4k | 88% | Dec 2025 |
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| Parallel Advisors | 184.00 | $2.6k | 0% | Dec 2025 |
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| CWM | 159.00 | $2.0k | 14% | Dec 2025 |
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| Torno Capital | 100.00 | $1.4k | 100% | Dec 2025 |
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| Royal Bank of Canada | 10.00 | $0 | 0% | Sep 2025 |
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| AE Wealth Management | 6.00 | $84.000000 | 20% | Dec 2025 |
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| Cape Investment Advisory | 3.00 | $42.999900 | 0% | Dec 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Summit Financial | Sep 2025 | 22k | $613k |
| CLS Investments | Sep 2025 | 9.7k | $269k |