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 |
|---|---|---|---|---|---|
| Authentikos Wealth Advisory | 139k | $1.2M | 13% | Jun 2026 |
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| Mid-American Wealth Advisory Group | 73k | $609k | 315% | Jun 2026 |
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| Old Mission Capital | 52k | $429k | 2% | Jun 2026 |
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| Marshall Financial Group | 47k | $392k | 0% | Jun 2026 |
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| Cambridge Advisors | 34k | $279k | 3% | Jun 2026 |
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| Luminist Capital | 6.4k | $52k | 87% | Jun 2026 |
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| Mather Group | 3.5k | $29k | -50% | Jun 2026 |
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| Morgan Stanley | 447.00 | $4.3k | -1% | Mar 2026 |
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| CWM | 161.00 | $1.5k | 1% | Mar 2026 |
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| Royal Bank of Canada | 10.00 | $0 | 0% | Jun 2026 |
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| AE Wealth Management | 6.00 | $51.000000 | 0% | Jun 2026 |
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| Cape Investment Advisory | 3.00 | $24.999900 | 100% | Jun 2026 |
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| Advisor Group Holdings | 2.00 | $17.000000 | -100% | Jun 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 53k | $507k |
| Simplex Trading | Mar 2026 | 16k | $150k |
| Sound Income Strategies | Mar 2026 | 1.0k | $9.6k |
| MAI Wealth Advisors | Mar 2026 | 950.00 | $9.1k |
| Torno Capital | Dec 2025 | 100.00 | $1.4k |
| Caitlin John | Mar 2026 | 9.00 | $86.000400 |