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 |
|---|---|---|---|---|---|
| Toroso Investments | 242k | $11M | 100% | Mar 2026 |
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| PFG Advisors | 191k | $8.8M | 100% | Mar 2026 |
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| LPL Financial | 159k | $7.4M | 228% | Mar 2026 |
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| Drum Hill Capital | 144k | $6.6M | 26% | Mar 2026 |
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| Thomas J. Herzfeld Advisors | 118k | $5.4M | 100% | Mar 2026 |
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| Envestnet Asset Management | 110k | $5.1M | 998% | Mar 2026 |
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| Goldman Sachs Group | 100k | $4.6M | 1485% | Mar 2026 |
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| Holcombe Financial | 100k | $4.6M | 7% | Mar 2026 |
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| Commonwealth Equity Services | 70k | $3.2M | -64% | Mar 2026 |
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| Hilltop Holdings | 42k | $2.0M | 100% | Dec 2025 |
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| Point72 Asset Management | 33k | $1.5M | 100% | Mar 2026 |
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| Belpointe Asset Management | 32k | $1.5M | 100% | Mar 2026 |
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| Pekin, Singer Strauss Asset Management | 27k | $1.2M | 100% | Mar 2026 |
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| Fortis Capital Advisors | 25k | $1.1M | 100% | Mar 2026 |
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| HighTower Advisors | 25k | $1.1M | 6% | Mar 2026 |
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| R.P. Boggs & Co. Wealth Mangement | 22k | $1.0M | 100% | Mar 2026 |
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| FSA Investment Group | 22k | $1.0M | 35% | Mar 2026 |
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| Anchor Investment Management | 20k | $945k | 122% | Mar 2026 |
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| Hrt Financial | 18k | $840k | 100% | Mar 2026 |
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| CVS HEALTH Corp | 15k | $670k | 100% | Mar 2026 |
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| Quadrature Capital | 14k | $648k | 100% | Dec 2025 |
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| Urban Wealth Management | 13k | $598k | -43% | Mar 2026 |
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| National Asset Management | 13k | $604k | 100% | Mar 2026 |
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| Rsm Us Wealth Management | 12k | $531k | 100% | Mar 2026 |
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| Mml Investors Services | 11k | $518k | -6% | Mar 2026 |
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| Mercer Global Advisors | 8.8k | $409k | 1% | Mar 2026 |
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| Global Endowment Management | 8.0k | $383k | 0% | Dec 2025 |
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| Savvy Advisors | 6.7k | $311k | -40% | Mar 2026 |
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| Griffin Asset Management | 6.7k | $308k | 100% | Mar 2026 |
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| Cambridge Advisors | 6.2k | $286k | 1% | Mar 2026 |
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| BCJ Capital Management | 5.7k | $262k | -98% | Mar 2026 |
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| Oppenheimer & Co | 5.4k | $250k | 100% | Mar 2026 |
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| Smith, Moore & Co. | 5.0k | $231k | 100% | Mar 2026 |
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| Comprehensive Money Management Services | 4.8k | $223k | -5% | Mar 2026 |
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| Bank Of Montreal | 4.6k | $211k | 100% | Mar 2026 |
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| Farther Finance Advisors | 4.5k | $205k | 655% | Mar 2026 |
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| Luminist Capital | 3.7k | $169k | 1% | Mar 2026 |
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| Advisor Group Holdings | 3.3k | $161k | -73% | Dec 2025 |
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| Private Trust Co Na | 3.0k | $140k | 100% | Mar 2026 |
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| Capital Advisor Network | 2.5k | $117k | 100% | Mar 2026 |
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| Ball & Co Wealth Management | 2.1k | $97k | 100% | Mar 2026 |
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| Morgan Stanley | 2.0k | $93k | 66633% | Mar 2026 |
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| Colonial Trust Co / SC | 1.8k | $81k | 75% | Mar 2026 |
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| Steward Partners Investment Advisory | 1.7k | $78k | 75% | Mar 2026 |
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| Geneos Wealth Management | 955.00 | $44k | 100% | Mar 2026 |
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| Archer Investment Corp | 802.00 | $37k | 0% | Mar 2026 |
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| Copia Wealth Management | 745.00 | $34k | 0% | Mar 2026 |
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| Highline Wealth Partners | 600.00 | $28k | 100% | Mar 2026 |
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| Harbor Investment Advisory | 600.00 | $28k | 0% | Mar 2026 |
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| Us Bancorp | 545.00 | $26k | 276% | Dec 2025 |
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| Rockefeller Capital Management | 446.00 | $21k | 100% | Mar 2026 |
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| Triumph Capital Management | 342.00 | $16k | 0% | Mar 2026 |
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| Tucker Asset Management | 316.00 | $15k | 100% | Dec 2025 |
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| Game Plan Financial Advisors | 300.00 | $14k | 100% | Mar 2026 |
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| POM Investment Strategies | 176.00 | $8.1k | 100% | Mar 2026 |
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| Merkkuri Wealth Advisors | 144.00 | $6.6k | 100% | Mar 2026 |
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| Royal Bank of Canada | 75.00 | $3.0k | -40% | Mar 2026 |
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| International Assets Investment Management | 49.00 | $2.3k | 100% | Mar 2026 |
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| Essential Partners | 43.00 | $2.0k | 100% | Mar 2026 |
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| Wells Fargo & Company | 17.00 | $776.000700 | 750% | Mar 2026 |
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| Atlantic Edge Private Wealth Management | 16.00 | $740.000000 | 100% | Mar 2026 |
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| AE Wealth Management | 15.00 | $702.000000 | -38% | Mar 2026 |
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| Global Retirement Partners | 9.00 | $431.000100 | 0% | Dec 2025 |
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| DHJJ Financial Advisors | 1.00 | $47.000000 | 0% | Mar 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 | Dec 2025 | 152k | $7.3M |
| Citadel Advisors | Dec 2025 | 20k | $976k |
| Professional Financial Advisors | Dec 2025 | 19k | $897k |
| Cetera Investment Advisers | Dec 2025 | 7.3k | $349k |
| Jpmorgan Chase & Co | Sep 2025 | 831.00 | $40k |
| Advisory Services Network | Sep 2025 | 154.00 | $7.4k |
| Simplex Trading | Sep 2025 | 90.00 | $4.0k |
| Goss Wealth Management | Dec 2025 | 80.00 | $3.8k |
| MAI Wealth Advisors | Dec 2025 | 6.00 | $288.000000 |