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 |
|---|---|---|---|---|---|
| Thomas J. Herzfeld Advisors | 192k | $9.2M | 100% | Sep 2025 |
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| Jane Street | 132k | $6.4M | -68% | Sep 2025 |
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| Drum Hill Capital | 112k | $5.4M | 2% | Sep 2025 |
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| Ausdal Financial Partners | 86k | $4.1M | 600% | Sep 2025 |
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| Holcombe Financial | 86k | $4.1M | 2% | Sep 2025 |
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| Envestnet Asset Management | 84k | $4.1M | 886% | Sep 2025 |
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| Commonwealth Equity Services | 67k | $3.2M | -10% | Sep 2025 |
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| Advyzon Investment Management | 62k | $3.0M | 196% | Sep 2025 |
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| LPL Financial | 41k | $2.0M | 143% | Sep 2025 |
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| Cetera Investment Advisers | 29k | $1.4M | 100% | Sep 2025 |
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| Pekin, Singer Strauss Asset Management | 25k | $1.2M | -6% | Sep 2025 |
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| H D Vest Advisory Services | 23k | $1.2M | 63% | Jun 2025 |
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| Professional Financial Advisors | 17k | $838k | 6% | Sep 2025 |
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| Stratos Wealth Advisors | 16k | $779k | 7% | Sep 2025 |
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| FSA Investment Group | 16k | $759k | 100% | Sep 2025 |
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| Rsm Us Wealth Management | 13k | $629k | 100% | Sep 2025 |
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| Advisor Group Holdings | 12k | $670k | 9% | Sep 2025 |
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| Napa Wealth Management | 10k | $502k | 15% | Sep 2025 |
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| Citadel Advisors | 9.9k | $476k | -61% | Sep 2025 |
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| Mercer Global Advisors | 8.9k | $430k | 3% | Sep 2025 |
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| Mml Investors Services | 8.6k | $414k | -15% | Sep 2025 |
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| Farther Finance Advisors | 8.2k | $396k | 1383% | Sep 2025 |
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| Global Endowment Management | 8.0k | $385k | 100% | Sep 2025 |
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| J Hagan Capital | 7.0k | $339k | 100% | Sep 2025 |
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| Cambridge Advisors | 6.0k | $288k | 100% | Sep 2025 |
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| Anchor Investment Management | 5.1k | $245k | 0% | Sep 2025 |
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| Integrity Alliance | 4.8k | $231k | -1% | Sep 2025 |
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| Comprehensive Money Management Services | 4.3k | $205k | 0% | Sep 2025 |
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| Luminist Capital | 2.9k | $137k | -15% | Sep 2025 |
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| Reyes Financial Architecture | 1.5k | $72k | 11% | Sep 2025 |
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| Steward Partners Investment Advisory | 1.0k | $49k | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 831.00 | $40k | 10288% | Sep 2025 |
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| Archer Investment Corp | 802.00 | $39k | 0% | Sep 2025 |
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| Principal Securities | 757.00 | $37k | 15% | Sep 2025 |
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| Copia Wealth Management | 745.00 | $36k | -45% | Sep 2025 |
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| UBS Group | 668.00 | $32k | 6580% | Sep 2025 |
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| Morgan Stanley | 477.00 | $25k | 100% | Jun 2025 |
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| Triumph Capital Management | 342.00 | $17k | 100% | Sep 2025 |
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| Newbridge Financial Services Group | 193.00 | $9.3k | -99% | Sep 2025 |
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| Advisory Services Network | 154.00 | $7.4k | 100% | Sep 2025 |
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| Us Bancorp | 145.00 | $7.0k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 132.00 | $6.4k | 100% | Sep 2025 |
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| Royal Bank of Canada | 126.00 | $6.0k | -84% | Sep 2025 |
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| Simplex Trading | 90.00 | $4.0k | -98% | Sep 2025 |
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| Goss Wealth Management | 80.00 | $3.9k | 100% | Sep 2025 |
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| AE Wealth Management | 24.00 | $1.2k | -14% | Sep 2025 |
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| Guerra Advisors | 19.00 | $915.000100 | 100% | Sep 2025 |
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| Global Retirement Partners | 9.00 | $433.999800 | -100% | Sep 2025 |
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| MAI Wealth Advisors | 6.00 | $289.999800 | 0% | Sep 2025 |
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| Capital A Wealth Management | 2.00 | $80.000000 | 100% | Jun 2025 |
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| DHJJ Financial Advisors | 1.00 | $49.000000 | 0% | Sep 2025 |
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| Wells Fargo & Company | 1.00 | $60.000000 | 0% | Sep 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2025 | 126k | $6.1M |
| Hilltop Holdings | Jun 2025 | 27k | $1.4M |
| Old Mission Capital | Jun 2025 | 27k | $1.4M |
| Hrt Financial | Jun 2025 | 15k | $816k |
| Maridea Wealth Management | Jun 2025 | 14k | $720k |
| Atomi Financial Group | Jun 2025 | 13k | $705k |
| Avaii Wealth Management | Jun 2025 | 4.9k | $257k |
| Compass Capital Corp | Jun 2025 | 4.3k | $234k |
| S.A. Mason | Jun 2025 | 1.4k | $76k |
| Raymond James Financial | Jun 2025 | 1.0k | $53k |
| Transce3nd | Jun 2025 | 18.00 | $950.999400 |