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 |
|---|---|---|---|---|---|
| BCJ Capital Management | 250k | $12M | 100% | Dec 2025 |
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| Commonwealth Equity Services | 194k | $9.3M | 190% | Dec 2025 |
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| Jane Street | 152k | $7.3M | 15% | Dec 2025 |
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| Drum Hill Capital | 114k | $5.5M | 2% | Dec 2025 |
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| Holcombe Financial | 93k | $4.5M | 9% | Dec 2025 |
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| Advyzon Investment Management | 62k | $3.0M | 196% | Sep 2025 |
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| LPL Financial | 49k | $2.3M | 19% | Dec 2025 |
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| Hilltop Holdings | 42k | $2.0M | 100% | Dec 2025 |
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| HighTower Advisors | 23k | $1.1M | 100% | Dec 2025 |
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| Urban Wealth Management | 23k | $1.1M | 100% | Dec 2025 |
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| Professional Financial Advisors | 19k | $897k | 8% | Dec 2025 |
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| FSA Investment Group | 16k | $768k | 1% | Dec 2025 |
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| Quadrature Capital | 14k | $648k | 100% | Dec 2025 |
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| Mml Investors Services | 12k | $570k | 38% | Dec 2025 |
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| Savvy Advisors | 11k | $536k | 100% | Dec 2025 |
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| Napa Wealth Management | 10k | $502k | 15% | Sep 2025 |
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| Envestnet Asset Management | 10k | $478k | -88% | Dec 2025 |
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| Citadel Advisors | 9.9k | $476k | -61% | Sep 2025 |
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| Mercer Global Advisors | 8.8k | $421k | -2% | Dec 2025 |
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| Global Endowment Management | 8.0k | $383k | 0% | Dec 2025 |
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| Cetera Investment Advisers | 7.3k | $349k | -75% | Dec 2025 |
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| J Hagan Capital | 7.0k | $339k | 100% | Sep 2025 |
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| Goldman Sachs Group | 6.3k | $302k | 100% | Dec 2025 |
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| Cambridge Advisors | 6.1k | $293k | 3% | Dec 2025 |
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| Anchor Investment Management | 5.1k | $245k | 0% | Sep 2025 |
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| Comprehensive Money Management Services | 5.1k | $243k | 19% | Dec 2025 |
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| Advisor Group Holdings | 3.3k | $161k | -73% | Dec 2025 |
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| Luminist Capital | 2.9k | $137k | -15% | Sep 2025 |
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| Colonial Trust Co / SC | 1.0k | $48k | 100% | Dec 2025 |
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| Steward Partners Investment Advisory | 961.00 | $46k | -5% | Dec 2025 |
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| Jpmorgan Chase & Co | 831.00 | $40k | 100% | Sep 2025 |
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| Archer Investment Corp | 802.00 | $38k | 0% | Dec 2025 |
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| Principal Securities | 757.00 | $37k | 15% | Sep 2025 |
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| Copia Wealth Management | 745.00 | $36k | 0% | Dec 2025 |
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| Harbor Investment Advisory | 600.00 | $29k | 100% | Dec 2025 |
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| Farther Finance Advisors | 597.00 | $29k | -93% | Dec 2025 |
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| Us Bancorp | 545.00 | $26k | 276% | Dec 2025 |
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| Triumph Capital Management | 342.00 | $16k | 100% | Dec 2025 |
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| Tucker Asset Management | 316.00 | $15k | 100% | Dec 2025 |
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| Royal Bank of Canada | 126.00 | $6.0k | -84% | Sep 2025 |
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| Goss Wealth Management | 80.00 | $3.8k | 0% | Dec 2025 |
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| AE Wealth Management | 24.00 | $1.1k | 0% | Dec 2025 |
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| Guerra Advisors | 19.00 | $915.000100 | 100% | Sep 2025 |
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| Global Retirement Partners | 9.00 | $431.000100 | 0% | Dec 2025 |
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| MAI Wealth Advisors | 6.00 | $288.000000 | 0% | Dec 2025 |
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| Wells Fargo & Company | 2.00 | $89.000000 | 100% | Dec 2025 |
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| DHJJ Financial Advisors | 1.00 | $48.000000 | 0% | Dec 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thomas J. Herzfeld Advisors | Sep 2025 | 192k | $9.2M |
| Ausdal Financial Partners | Sep 2025 | 86k | $4.1M |
| Pekin, Singer Strauss Asset Management | Sep 2025 | 25k | $1.2M |
| Stratos Wealth Advisors | Sep 2025 | 16k | $779k |
| Rsm Us Wealth Management | Sep 2025 | 13k | $629k |
| Integrity Alliance | Sep 2025 | 4.8k | $231k |
| Compass Capital Corp | Jun 2025 | 4.3k | $234k |
| Reyes Financial Architecture | Sep 2025 | 1.5k | $72k |
| Raymond James Financial | Jun 2025 | 1.0k | $53k |
| UBS Group | Sep 2025 | 668.00 | $32k |
| Newbridge Financial Services Group | Sep 2025 | 193.00 | $9.3k |
| Advisory Services Network | Sep 2025 | 154.00 | $7.4k |
| Rockefeller Capital Management | Sep 2025 | 132.00 | $6.4k |
| Simplex Trading | Sep 2025 | 90.00 | $4.0k |