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 |
|---|---|---|---|---|---|
| Jane Street | 642k | $28M | 100% | Jun 2026 |
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| Pekin, Singer Strauss Asset Management | 162k | $7.0M | 500% | Jun 2026 |
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| Citadel Advisors | 147k | $6.4M | 100% | Jun 2026 |
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| Drum Hill Capital | 146k | $6.3M | 1% | Jun 2026 |
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| Holcombe Financial | 99k | $4.3M | 0% | Jun 2026 |
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| Gts Securities | 92k | $4.0M | 100% | Jun 2026 |
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| Ausdal Financial Partners | 72k | $3.1M | 100% | Jun 2026 |
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| Advyzon Investment Management | 70k | $3.0M | 100% | Jun 2026 |
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| Commonwealth Equity Services | 69k | $3.0M | 0% | Jun 2026 |
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| Thor Trading Advisors | 38k | $1.7M | 100% | Jun 2026 |
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| FSA Investment Group | 30k | $1.3M | 41% | Jun 2026 |
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| HighTower Advisors | 24k | $1.0M | -2% | Jun 2026 |
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| R.P. Boggs & Co. Wealth Mangement | 22k | $1.0M | 100% | Mar 2026 |
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| LPL Financial | 20k | $882k | -87% | Jun 2026 |
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| Anchor Investment Management | 19k | $806k | -9% | Jun 2026 |
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| Maridea Wealth Management | 17k | $724k | 100% | Jun 2026 |
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| Hilltop Holdings | 15k | $636k | -25% | Jun 2026 |
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| National Asset Management | 14k | $599k | 15% | Jun 2026 |
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| Capital Advisor Network | 12k | $531k | 384% | Jun 2026 |
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| Mml Investors Services | 12k | $525k | 8% | Jun 2026 |
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| Mercer Global Advisors | 8.8k | $380k | -1% | Jun 2026 |
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| Envestnet Asset Management | 8.5k | $368k | -92% | Jun 2026 |
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| PFG Advisors | 8.4k | $366k | -96% | Jun 2026 |
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| Global Endowment Management | 8.0k | $347k | 100% | Jun 2026 |
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| Resources Investment Advisors | 6.9k | $300k | 100% | Jun 2026 |
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| Smith, Moore & Co. | 6.8k | $293k | 35% | Jun 2026 |
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| Cambridge Advisors | 6.2k | $268k | 0% | Jun 2026 |
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| Lane Brothers & Co | 5.6k | $244k | 100% | Jun 2026 |
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| Point72 Asset Management | 5.3k | $230k | -84% | Jun 2026 |
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| Ancora Advisors | 5.1k | $221k | 100% | Jun 2026 |
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| Bright Futures Wealth Management | 4.9k | $214k | 100% | Jun 2026 |
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| Savvy Advisors | 4.9k | $212k | -27% | Jun 2026 |
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| Luminist Capital | 4.8k | $210k | 33% | Jun 2026 |
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| AE Wealth Management | 4.7k | $203k | 31067% | Jun 2026 |
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| Bank Of Montreal | 4.6k | $211k | 100% | Mar 2026 |
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| Advisor Group Holdings | 2.5k | $110k | -75% | Jun 2026 |
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| Morgan Stanley | 2.0k | $93k | 66633% | Mar 2026 |
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| Steward Partners Investment Advisory | 1.7k | $73k | 0% | Jun 2026 |
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| Reyes Financial Architecture | 1.2k | $53k | 100% | Jun 2026 |
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| Colonial Trust Co / SC | 750.00 | $33k | -57% | Jun 2026 |
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| Copia Wealth Management | 745.00 | $32k | 0% | Jun 2026 |
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| Harbor Investment Advisory | 600.00 | $26k | 0% | Jun 2026 |
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| UBS Group | 558.00 | $24k | 100% | Jun 2026 |
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| Farther Finance Advisors | 555.00 | $24k | -88% | Jun 2026 |
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| Us Bancorp | 545.00 | $24k | 0% | Jun 2026 |
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| Triumph Capital Management | 342.00 | $16k | 0% | Mar 2026 |
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| POM Investment Strategies | 207.00 | $9.0k | 18% | Jun 2026 |
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| Tower Research Capital | 193.00 | $8.4k | 100% | Jun 2026 |
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| Decker Retirement Planning | 87.00 | $3.8k | 100% | Jun 2026 |
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| Ameritas Advisory Services | 82.00 | $3.6k | 100% | Jun 2026 |
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| Key Capital Management | 70.00 | $3.0k | 100% | Jun 2026 |
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| International Assets Investment Management | 49.00 | $2.1k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 45.00 | $1.9k | 100% | Jun 2026 |
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| Wells Fargo & Company | 16.00 | $697.000000 | -6% | Jun 2026 |
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| Global Retirement Partners | 9.00 | $389.999700 | 0% | Jun 2026 |
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| DHJJ Financial Advisors | 1.00 | $44.000000 | 0% | Jun 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Toroso Investments | Mar 2026 | 242k | $11M |
| Thomas J. Herzfeld Advisors | Mar 2026 | 118k | $5.4M |
| Goldman Sachs Group | Mar 2026 | 100k | $4.6M |
| Belpointe Asset Management | Mar 2026 | 32k | $1.5M |
| Fortis Capital Advisors | Mar 2026 | 25k | $1.1M |
| Old Mission Capital | Mar 2026 | 21k | $965k |
| Hrt Financial | Mar 2026 | 18k | $840k |
| CVS HEALTH Corp | Mar 2026 | 15k | $670k |
| Urban Wealth Management | Mar 2026 | 13k | $598k |
| Rsm Us Wealth Management | Mar 2026 | 12k | $531k |
| Griffin Asset Management | Mar 2026 | 6.7k | $308k |
| BCJ Capital Management | Mar 2026 | 5.7k | $262k |
| Oppenheimer & Co | Mar 2026 | 5.4k | $250k |
| Comprehensive Money Management Services | Mar 2026 | 4.8k | $223k |
| Private Trust Co Na | Mar 2026 | 3.0k | $140k |
| Ball & Co Wealth Management | Mar 2026 | 2.1k | $97k |
| Geneos Wealth Management | Mar 2026 | 955.00 | $44k |
| Archer Investment Corp | Mar 2026 | 802.00 | $37k |
| Highline Wealth Partners | Mar 2026 | 600.00 | $28k |
| Rockefeller Capital Management | Mar 2026 | 446.00 | $21k |
| Game Plan Financial Advisors | Mar 2026 | 300.00 | $14k |
| Simplex Trading | Mar 2026 | 289.00 | $13k |
| Merkkuri Wealth Advisors | Mar 2026 | 144.00 | $6.6k |
| Advisory Services Network | Mar 2026 | 127.00 | $5.9k |
| Royal Bank of Canada | Mar 2026 | 75.00 | $3.0k |
| Essential Partners | Mar 2026 | 43.00 | $2.0k |
| Atlantic Edge Private Wealth Management | Mar 2026 | 16.00 | $740.000000 |