Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: PFIX
- CUSIP Number: 82889n855
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 |
|---|---|---|---|---|---|
| Goldman Sachs Group | 465k | $24M | 605% | Dec 2024 |
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| Jane Street | 189k | $9.9M | -30% | Dec 2024 |
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| Drum Hill Capital | 110k | $5.8M | 100% | Dec 2024 |
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| Pekin, Singer Strauss Asset Management | 108k | $5.6M | 1% | Dec 2024 |
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| Commonwealth Equity Services | 81k | $4.2M | 10% | Dec 2024 |
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| Envestnet Asset Management | 59k | $3.1M | 100% | Dec 2024 |
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| Thomas J. Herzfeld Advisors | 53k | $2.8M | 100% | Dec 2024 |
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| Holcombe Financial | 37k | $1.9M | 100% | Dec 2024 |
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| Global View Capital Management | 25k | $1.3M | 100% | Dec 2024 |
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| Stratos Wealth Advisors | 19k | $973k | 7% | Dec 2024 |
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| Hilltop Holdings | 17k | $908k | 13% | Dec 2024 |
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| Professional Financial Advisors | 16k | $858k | 4% | Dec 2024 |
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| Rsm Us Wealth Management | 13k | $673k | 100% | Dec 2024 |
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| Napa Wealth Management | 12k | $617k | 100% | Dec 2024 |
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| Integrated Wealth Concepts | 11k | $597k | 8% | Dec 2024 |
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| Ferguson Shapiro | 10k | $531k | -94% | Dec 2024 |
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| HighTower Advisors | 8.9k | $468k | 100% | Dec 2024 |
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| Perigon Wealth Management | 7.4k | $400k | 100% | Dec 2024 |
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| Mml Investors Services | 7.2k | $379k | 100% | Dec 2024 |
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| Global Endowment Management | 7.0k | $366k | -26% | Dec 2024 |
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| Old Mission Capital | 6.8k | $358k | -33% | Dec 2024 |
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| Belpointe Asset Management | 6.5k | $274k | 100% | Dec 2024 |
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| Fortis Capital Advisors | 6.5k | $274k | 100% | Dec 2024 |
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| Anchor Investment Management | 5.1k | $268k | 0% | Dec 2024 |
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| Mutual Advisors | 4.8k | $262k | 100% | Dec 2024 |
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| Luminist Capital | 4.0k | $207k | 100% | Dec 2024 |
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| UBS Group | 1.7k | $88k | 100% | Dec 2024 |
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| S.A. Mason | 1.5k | $78k | -8% | Dec 2024 |
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| Steward Partners Investment Advisory | 1.1k | $57k | -14% | Dec 2024 |
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| Archer Investment Corp | 802.00 | $42k | 100% | Dec 2024 |
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| Advisor Group Holdings | 659.00 | $27k | -51% | Dec 2024 |
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| Zazove Associates | 604.00 | $32k | 0% | Dec 2024 |
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| Farther Finance Advisors | 555.00 | $26k | 0% | Mar 2025 |
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| Brian McDonald | 538.00 | $28k | 100% | Dec 2024 |
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| Bank of America Corporation | 429.00 | $23k | 100% | Dec 2024 |
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| Principal Securities | 200.00 | $11k | -34% | Dec 2024 |
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| Us Bancorp | 145.00 | $7.6k | 0% | Dec 2024 |
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| AE Wealth Management | 44.00 | $2.3k | 100% | Dec 2024 |
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| Coppell Advisory Solutions | 38.00 | $2.0k | -3% | Dec 2024 |
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| Morgan Stanley | 28.00 | $1.5k | -72% | Dec 2024 |
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| Transce3nd | 4.00 | $209.000000 | 100% | Dec 2024 |
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| FMR | 1.00 | $52.000000 | 0% | Dec 2024 |
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| Wells Fargo & Company | 1.00 | $43.000000 | 0% | Dec 2024 |
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| DHJJ Financial Advisors | 1.00 | $53.000000 | 0% | Dec 2024 |
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Who sold out of Simplify Exchange Traded Fun?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| BCJ Capital Management | Sep 2024 | 142k | $5.8M |
| Bank Of Montreal | Sep 2024 | 89k | $3.7M |
| Altiora Financial Group | Sep 2024 | 22k | $912k |
| Park Edge Advisors | Dec 2024 | 17k | $881k |
| Gts Securities | Sep 2024 | 5.4k | $222k |
| Defined Financial Planning | Dec 2024 | 4.6k | $241k |
| IFP Advisors | Sep 2024 | 1.1k | $46k |
| Foster Dykema Cabot & Partners | Sep 2024 | 652.00 | $27k |
| CoreCap Advisors | Sep 2024 | 627.00 | $26k |
| Simplex Trading | Sep 2024 | 387.00 | $15k |
| Larson Financial Group | Sep 2024 | 358.00 | $15k |
| Jpmorgan Chase & Co | Sep 2024 | 46.00 | $1.9k |
| Royal Bank of Canada | Sep 2024 | 9.00 | $0 |