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 csv
Download as Excel
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 | 123k | $1.2M | 52% | Mar 2026 |
|
| Jane Street | 53k | $507k | 100% | Mar 2026 |
|
| Marshall Financial Group | 47k | $452k | 100% | Mar 2026 |
|
| Cambridge Advisors | 33k | $312k | 4% | Mar 2026 |
|
| Mid-American Wealth Advisory Group | 18k | $253k | 0% | Mar 2026 |
|
| Mather Group | 7.1k | $68k | 100% | Mar 2026 |
|
| Luminist Capital | 3.4k | $33k | 35% | Mar 2026 |
|
| Advisor Group Holdings | 2.5k | $36k | 11% | Dec 2025 |
|
| Sound Income Strategies | 1.0k | $9.6k | 100% | Mar 2026 |
|
| MAI Wealth Advisors | 950.00 | $9.1k | 0% | Mar 2026 |
|
| Morgan Stanley | 447.00 | $4.3k | -1% | Mar 2026 |
|
| CWM | 159.00 | $2.0k | 14% | Dec 2025 |
|
| Royal Bank of Canada | 10.00 | $0 | 0% | Mar 2026 |
|
| Caitlin John | 9.00 | $86.000400 | -98% | Mar 2026 |
|
| AE Wealth Management | 6.00 | $57.000000 | 0% | Mar 2026 |
|
| Cape Investment Advisory | 3.00 | $42.999900 | 0% | Dec 2025 |
|
Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 24k | $384k |
| Citadel Advisors | Dec 2025 | 11k | $152k |
| Parallel Advisors | Dec 2025 | 184.00 | $2.6k |
| Torno Capital | Dec 2025 | 100.00 | $1.4k |