Who owns SIMPLIFY HEALTH CARE ETF?

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Analyze quarterly positions in Simplify Health Care Etf with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Simplify Health Care Etf stock

Who bought or sold SIMPLIFY HEALTH CARE ETF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
WCG Wealth Advisors 503k $17M 0% Mar 2026
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LPL Financial 461k $16M -49% Mar 2026
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HighTower Advisors 378k $13M -1% Mar 2026
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Gladstone Institutional Advisory 347k $12M -4% Mar 2026
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Raymond James Financial 212k $7.7M 644% Dec 2025
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CIBC World Markets 178k $6.0M -16% Mar 2026
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Lee, Danner & Bass 166k $5.6M 3% Mar 2026
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Sbe Llc Dba Cedar Cove Wealth Partners 112k $3.8M 100% Mar 2026
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Ironsides Asset Advisors 100k $3.4M 156% Mar 2026
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Copia Wealth Management 89k $3.0M -4% Mar 2026
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Thrivent Financial for Lutherans 74k $2.5M -15% Mar 2026
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Susquehanna International 62k $2.3M 193% Dec 2025
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Advisor Group Holdings 56k $2.0M 57% Dec 2025
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Stifel Financial 55k $1.8M -25% Mar 2026
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Haven Private 49k $1.7M 0% Mar 2026
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Hrt Financial 42k $1.4M 100% Mar 2026
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Sanctuary Advisors 39k $1.3M 0% Mar 2026
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Citadel Advisors 32k $1.1M 100% Mar 2026
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Cambridge Advisors 32k $1.1M 39% Mar 2026
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Commonwealth Equity Services 29k $986k 135% Mar 2026
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Royal Bank of Canada 29k $980k -29% Mar 2026
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Independent Advisor Alliance 29k $980k 358% Mar 2026
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Harmony Asset Management 29k $977k 156% Mar 2026
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Flagship Private Wealth 28k $946k -37% Mar 2026
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Level Four Advisory Services 26k $965k 100% Dec 2025
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Stratos Wealth Advisors 25k $849k 7% Mar 2026
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Ausdal Financial Partners 25k $846k -55% Mar 2026
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Cambridge Investment Research Advisors 24k $815k -4% Mar 2026
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Envestnet Asset Management 23k $780k 100% Mar 2026
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Jane Street 19k $635k 35% Mar 2026
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JT Stratford 18k $654k 100% Dec 2025
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GFS Advisors 14k $462k -6% Mar 2026
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Summit Financial 12k $393k -84% Mar 2026
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CWM 11k $403k 6% Dec 2025
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IFP Advisors 10k $340k 80% Mar 2026
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Fortis Group Advisors 8.7k $305k -1% Mar 2026
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LeClair Wealth Partners 8.7k $294k 100% Mar 2026
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Blue Water Asset Management 8.7k $294k 100% Mar 2026
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Advisory Services Network 8.3k $302k 3200% Dec 2025
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Steward Partners Investment Advisory 8.0k $269k 23% Mar 2026
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Hilltop Holdings 7.7k $282k 100% Dec 2025
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Sigma Planning 7.4k $249k 5% Mar 2026
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CLS Investments 6.6k $221k -10% Mar 2026
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MAI Wealth Advisors 5.6k $188k -23% Mar 2026
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Holos Integrated Wealth 3.8k $126k 100% Mar 2026
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Versant Capital Management 1.6k $55k 0% Mar 2026
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Farther Finance Advisors 1.6k $53k 0% Mar 2026
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Private Trust Co Na 1.5k $50k -79% Mar 2026
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National Bank Of Canada /fi/ 1.2k $44k 100% Dec 2025
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AE Wealth Management 730.00 $25k 100% Mar 2026
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Golden State Equity Partners 718.00 $24k 100% Mar 2026
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Morgan Stanley 630.00 $21k 31400% Mar 2026
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Golden State Wealth Management 356.00 $12k 0% Mar 2026
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Geneos Wealth Management 300.00 $10k 0% Mar 2026
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UBS Group 202.00 $6.8k 100% Mar 2026
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Financial Consulate 200.00 $6.7k 100% Mar 2026
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Rockefeller Capital Management 200.00 $6.7k 100% Mar 2026
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Coastal Investment Advisors 160.00 $5.4k 100% Mar 2026
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Solstein Capital 139.00 $5.1k 0% Dec 2025
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Assetmark 75.00 $2.5k 100% Mar 2026
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Hanson McClain Advisors 51.00 $1.9k 100% Dec 2025
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True Link Financial Advisors 28.00 $942.001200 100% Mar 2026
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Who sold out of Simplify Health Care Etf?

Fund or Company Name Date Sold Shares Held Valued At
Wealth Enhancement Advisory Services Dec 2025 667k $25M
Reuter James Wealth Management Dec 2025 480k $18M
Primoris Wealth Advisors Dec 2025 86k $3.2M
Foundations Investment Advisors Dec 2025 64k $2.4M
National Asset Management Dec 2025 42k $1.5M
Two Sigma Investments Dec 2025 29k $1.1M
WMG Financial Advisors Dec 2025 28k $1.0M
Private Advisor Dec 2025 25k $909k
Mml Investors Services Dec 2025 19k $704k
Essex Financial Services Dec 2025 14k $496k
Cetera Investment Advisers Dec 2025 11k $389k
Griffin Asset Management Dec 2025 9.2k $336k
Mutual Advisors Dec 2025 8.9k $326k
Janney Montgomery Scott Dec 2025 8.8k $323k
South Shore Capital Advisors Dec 2025 8.0k $293k
Brookwood Investment Group Dec 2025 7.5k $274k
Oppenheimer & Co Dec 2025 6.0k $220k
Kestra Advisory Services Dec 2025 3.3k $119k
Flagship Harbor Advisors Dec 2025 2.3k $86k
Estate Planners Group Dec 2025 1.7k $61k
TD Waterhouse Canada Dec 2025 1.5k $54k
JFS Wealth Advisors Dec 2025 1.0k $37k
Stone House Investment Management Dec 2025 1.0k $37k
Highline Wealth Partners Dec 2025 300.00 $11k
AdvisorNet Financial Dec 2025 48.00 $1.8k