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 | 619k | $25M | 192% | Dec 2023 |
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| AE Wealth Management | 77k | $3.7M | 100% | Dec 2023 |
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| Commonwealth Equity Services | 61k | $2.5M | -13% | Dec 2023 |
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| BCJ Capital Management | 53k | $2.1M | -46% | Dec 2023 |
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| Citadel Advisors | 42k | $1.7M | 124% | Dec 2023 |
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| Park Edge Advisors | 38k | $1.7M | 100% | Mar 2024 |
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| Bank Of Montreal | 32k | $2.3M | 100% | Dec 2023 |
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| Simplify Asset Management | 29k | $1.2M | -31% | Dec 2023 |
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| Retirement Group | 27k | $1.1M | 100% | Dec 2023 |
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| Centaurus Financial | 21k | $846k | 187% | Dec 2023 |
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| Zazove Associates | 17k | $690k | -6% | Dec 2023 |
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| Stratos Wealth Advisors | 17k | $752k | 31% | Mar 2024 |
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| Torno Capital | 15k | $580k | 100% | Dec 2023 |
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| Advisory Services Network | 13k | $526k | 100% | Dec 2023 |
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| Branch Banking & Trust Company | 12k | $475k | 100% | Dec 2023 |
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| Goldman Sachs Group | 10k | $417k | 182% | Dec 2023 |
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| Professional Financial Advisors | 6.6k | $265k | 11% | Dec 2023 |
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| Anchor Investment Management | 5.1k | $205k | 11% | Dec 2023 |
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| IFP Advisors | 5.1k | $202k | -39% | Dec 2023 |
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| UBS Group | 3.9k | $158k | 213% | Dec 2023 |
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| Jpmorgan Chase & Co | 3.5k | $141k | -2% | Dec 2023 |
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| S.A. Mason | 1.6k | $72k | 26% | Mar 2024 |
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| Advisor Group Holdings | 1.2k | $49k | -91% | Dec 2023 |
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| Steward Partners Investment Advisory | 930.00 | $37k | 2168% | Dec 2023 |
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| Global Trust Asset Management | 400.00 | $18k | 100% | Mar 2024 |
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| Larson Financial Group | 358.00 | $14k | 100% | Dec 2023 |
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| VitalStone Financial | 268.00 | $11k | 2133% | Dec 2023 |
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| Principal Securities | 200.00 | $8.0k | 100% | Dec 2023 |
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| Us Bancorp | 145.00 | $5.8k | 0% | Dec 2023 |
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| Royal Bank of Canada | 100.00 | $4.0k | 100% | Dec 2023 |
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| Venturi Wealth Management | 100.00 | $4.5k | 100% | Mar 2024 |
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| Pineridge Advisors | 81.00 | $3.2k | 100% | Dec 2023 |
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| Archer Investment Corp | 55.00 | $2.2k | 0% | Dec 2023 |
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| Farther Finance Advisors | 50.00 | $2.0k | 0% | Dec 2023 |
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| Oliver Lagore Vanvalin Investment Group | 11.00 | $440.000000 | 100% | Dec 2023 |
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| Richard W. Paul & Associates | 7.00 | $299.999700 | 100% | Dec 2023 |
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| Cape Investment Advisory | 7.00 | $280.000000 | 100% | Dec 2023 |
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| GHP Investment Advisors | 6.00 | $240.000000 | 0% | Dec 2023 |
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| Able Wealth Management | 4.00 | $163.000000 | 100% | Dec 2023 |
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| Creekmur Asset Management | 1.00 | $44.000000 | 100% | Dec 2023 |
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| DHJJ Financial Advisors | 1.00 | $45.000000 | 0% | Mar 2024 |
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| Wells Fargo & Company | 1.00 | $36.000000 | 100% | Dec 2023 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| HighTower Advisors | Sep 2023 | 74k | $7.0M |
| Janney Montgomery Scott | Sep 2023 | 8.9k | $849k |
| Walleye Trading Advisors | Sep 2023 | 7.2k | $692k |
| Patriot Financial Group Insurance Agency | Sep 2023 | 6.7k | $640k |
| Lakeview Capital Partners | Sep 2023 | 3.7k | $357k |
| H D Vest Advisory Services | Sep 2023 | 3.5k | $336k |
| Sound View Wealth Advisors Group | Sep 2023 | 2.9k | $272k |
| Cullen Frost Bankers | Sep 2023 | 2.5k | $239k |
| Koshinski Asset Management | Sep 2023 | 2.3k | $221k |
| Cary Street Partner Investment Advisory | Sep 2023 | 508.00 | $49k |