Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: MTBA
- CUSIP Number: 82889n525
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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 |
|---|---|---|---|---|---|
| Municipal Employees' Retirement System of Michigan | 3.1M | $162M | 162% | Sep 2024 |
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| Sei Investments | 2.8M | $145M | 100% | Sep 2024 |
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| Wells Fargo & Company | 1.6M | $84M | 94% | Sep 2024 |
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| Envestnet Asset Management | 1.4M | $74M | 51% | Sep 2024 |
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| Mml Investors Services | 1.2M | $61M | 21% | Sep 2024 |
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| Simplify Asset Management | 1.1M | $55M | 22% | Sep 2024 |
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| Mill Creek Capital Advisors | 903k | $47M | 1% | Sep 2024 |
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| Alpine Bank Wealth Management | 833k | $43M | 100% | Sep 2024 |
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| Hilton Capital Management | 770k | $40M | 100% | Sep 2024 |
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| Watchman Group | 555k | $29M | 8% | Sep 2024 |
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| Peak Financial Advisors | 394k | $20M | 1% | Sep 2024 |
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| CI Investments | 347k | $18M | -6% | Sep 2024 |
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| Knightsbridge Asset Management | 344k | $17M | 100% | Jun 2024 |
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| Proficio Capital Partners | 294k | $15M | 1942% | Sep 2024 |
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| Leuthold Weeden Capital Management | 273k | $14M | 47% | Sep 2024 |
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| Tortoise Investment Management | 264k | $14M | 12265% | Sep 2024 |
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| Park Edge Advisors | 197k | $10M | 16% | Sep 2024 |
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| Aprio Wealth Management | 177k | $9.1M | 8% | Sep 2024 |
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| Almanack Investment Partners | 154k | $7.9M | 9% | Sep 2024 |
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| Advisor Group Holdings | 153k | $7.9M | 100% | Sep 2024 |
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| Pekin, Singer Strauss Asset Management | 141k | $7.3M | 9% | Sep 2024 |
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| Commonwealth Equity Services | 137k | $7.0M | 4% | Sep 2024 |
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| LHM | 135k | $7.0M | 100% | Sep 2024 |
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| First American Trust | 134k | $6.9M | -15% | Sep 2024 |
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| Andina Capital Management | 133k | $6.8M | 25% | Sep 2024 |
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| Sanctuary Advisors | 118k | $5.9M | 100% | Sep 2024 |
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| Jpmorgan Chase & Co | 111k | $5.7M | 100% | Sep 2024 |
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| Horizon Investments | 90k | $4.6M | 2% | Sep 2024 |
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| Nwam | 76k | $3.9M | 100% | Sep 2024 |
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| Hart & Patterson Financial Group | 66k | $3.4M | 100% | Sep 2024 |
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| Orion Portfolio Solutions | 62k | $3.2M | 100% | Sep 2024 |
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| J.w. Cole Advisors | 54k | $2.8M | 185% | Sep 2024 |
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| Charter Trust | 50k | $2.6M | -81% | Sep 2024 |
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| First Manhattan | 50k | $2.5M | 0% | Jun 2024 |
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| Narwhal Capital Management | 48k | $2.5M | 43% | Sep 2024 |
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| Private Client Services | 48k | $2.4M | 100% | Sep 2024 |
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| Private Advisor | 45k | $2.3M | 342% | Sep 2024 |
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| BlackDiamond Wealth Management | 44k | $2.3M | 6% | Jun 2024 |
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| Stony Point Wealth Management | 42k | $2.1M | 27% | Sep 2024 |
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| Benjamin Edwards | 41k | $2.1M | 100% | Sep 2024 |
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| Verition Fund Management | 36k | $1.8M | 100% | Jun 2024 |
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| Magnus Financial Group | 32k | $1.6M | 43% | Sep 2024 |
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| Envestnet Portfolio Solutions | 31k | $1.6M | 100% | Sep 2024 |
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| Anchor Investment Management | 30k | $1.6M | 44% | Sep 2024 |
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| Bank of New York Mellon | 29k | $1.5M | 100% | Sep 2024 |
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| Change Path | 28k | $1.5M | 0% | Sep 2024 |
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| RFG Advisory | 25k | $1.3M | 100% | Sep 2024 |
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| Royal Bank of Canada | 24k | $1.2M | 310% | Sep 2024 |
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| Schroder Investment Management Group | 24k | $1.2M | 69% | Jun 2024 |
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| Wedbush Morgan Securities | 21k | $1.1M | 16% | Sep 2024 |
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| Ambassador Advisors | 20k | $1.1M | 100% | Sep 2024 |
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| Beckerman Institutional | 18k | $940k | 100% | Sep 2024 |
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| Edge Wealth Management | 17k | $878k | 100% | Sep 2024 |
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| Citadel Advisors | 16k | $804k | -56% | Sep 2024 |
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| Venturi Wealth Management | 16k | $803k | -10% | Sep 2024 |
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| LPL Financial | 15k | $785k | 100% | Sep 2024 |
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| Cambridge Advisors | 15k | $771k | 6% | Sep 2024 |
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| BOS Asset Management | 15k | $758k | 100% | Sep 2024 |
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| Cove Street Capital | 15k | $752k | 100% | Sep 2024 |
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| Ohe Financial | 14k | $736k | 100% | Sep 2024 |
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| Townsquare Capital | 14k | $736k | 100% | Sep 2024 |
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| Ameritas Advisory Services | 14k | $719k | -67% | Sep 2024 |
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| Jane Street | 14k | $693k | -23% | Sep 2024 |
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| Ironsides Asset Advisors | 13k | $652k | 0% | Sep 2024 |
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| Ancora Advisors | 12k | $618k | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 11k | $547k | 100% | Jun 2024 |
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| Burns Wealth Management | 11k | $549k | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 10k | $523k | 100% | Sep 2024 |
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| BCJ Capital Management | 10k | $508k | -10% | Jun 2024 |
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| Csenge Advisory Group | 9.8k | $502k | 100% | Sep 2024 |
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| Integrated Wealth Concepts | 8.6k | $444k | 15% | Sep 2024 |
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| Kestra Private Wealth Services | 8.4k | $430k | 100% | Sep 2024 |
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| Perigon Wealth Management | 7.1k | $367k | 100% | Sep 2024 |
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| We Are One Seven | 6.3k | $324k | 6% | Sep 2024 |
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| Kingswood Wealth Advisors | 6.3k | $324k | -22% | Sep 2024 |
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| Flow Traders US | 6.0k | $309k | -3% | Sep 2024 |
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| CIBC World Markets | 5.6k | $289k | 100% | Sep 2024 |
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| HighTower Advisors | 5.3k | $266k | 100% | Jun 2024 |
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| Straight Path Wealth Management | 5.2k | $266k | 0% | Sep 2024 |
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| Calamos Advisors | 5.1k | $265k | 0% | Sep 2024 |
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| Whittier Trust | 4.9k | $253k | 0% | Sep 2024 |
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| Ables, Iannone, Moore & Associates | 4.1k | $212k | 100% | Sep 2024 |
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| Principal Securities | 3.5k | $181k | 100% | Sep 2024 |
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| Bank of America Corporation | 3.1k | $159k | 4% | Sep 2024 |
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| Brian McDonald | 1.7k | $90k | 100% | Sep 2024 |
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| Morgan Stanley | 1.7k | $84k | 0% | Jun 2024 |
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| Colonial Trust Co / SC | 1.0k | $52k | 100% | Sep 2024 |
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| Investors Research Corp | 886.00 | $46k | 100% | Sep 2024 |
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| Bank Of Oklahoma National Association / | 745.00 | $38k | 100% | Sep 2024 |
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| CWM | 738.00 | $38k | 100% | Sep 2024 |
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| Continuum Advisory | 413.00 | $21k | 100% | Sep 2024 |
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| Capital Performance Advisors | 400.00 | $21k | 100% | Sep 2024 |
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| ORG Partners | 342.00 | $18k | 0% | Sep 2024 |
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| Rothschild Investment | 150.00 | $7.7k | -50% | Sep 2024 |
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| AdvisorNet Financial | 143.00 | $7.4k | 100% | Sep 2024 |
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| Massmutual Trust | 104.00 | $5.4k | 100% | Sep 2024 |
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| Huntington National Bank | 55.00 | $2.8k | 100% | Sep 2024 |
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| Assetmark | 19.00 | $978.000300 | 100% | Sep 2024 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| TMD Wealth Management | Mar 2024 | 341k | $17M |
| Stephens | Jun 2024 | 150k | $7.6M |
| Mount Lucas Management Corporation | Jun 2024 | 62k | $3.1M |
| NewEdge Wealth | Jun 2024 | 27k | $1.4M |
| Narus Financial Partners | Jun 2024 | 4.2k | $212k |
| Barclays | Jun 2024 | 4.0k | $202k |
| Pnc Financial Services | Jun 2024 | 2.5k | $128k |
| GFS Advisors | Jun 2024 | 155.00 | $277k |