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
Download as csvTop 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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services | 27k | $811k | 100% | Sep 2025 |
|
| Summit Financial | 22k | $613k | 100% | Sep 2025 |
|
| Cambridge Advisors | 22k | $596k | 10% | Sep 2025 |
|
| Mid-American Wealth Advisory Group | 13k | $371k | 30% | Sep 2025 |
|
| CLS Investments | 9.7k | $269k | 1% | Sep 2025 |
|
| Napa Wealth Management | 8.2k | $229k | 100% | Sep 2025 |
|
| Advisor Group Holdings | 2.3k | $64k | 21% | Sep 2025 |
|
| Luminist Capital | 1.5k | $42k | 73% | Sep 2025 |
|
| Caitlin John | 274.00 | $7.6k | 100% | Sep 2025 |
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| Parallel Advisors | 184.00 | $5.1k | -17% | Sep 2025 |
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| CWM | 139.00 | $4.0k | 10% | Sep 2025 |
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| Cape Investment Advisory | 138.00 | $4.1k | 0% | Jun 2025 |
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| Royal Bank of Canada | 10.00 | $0 | 0% | Sep 2025 |
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| AE Wealth Management | 5.00 | $144.000000 | 100% | Sep 2025 |
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| Simplex Trading | 2.00 | $0 | -99% | Sep 2025 |
|
| Morgan Stanley | 1.00 | $56.000000 | 100% | Jun 2025 |
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