Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: QIS
- CUSIP Number: 82889n533
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 |
|---|---|---|---|---|---|
| Simplify Asset Management | 4.6M | $89M | 18% | Sep 2025 |
|
| Old Mission Capital | 44k | $845k | 100% | Sep 2025 |
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| Matrix Trust | 42k | $811k | -5% | Sep 2025 |
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| Envestnet Asset Management | 30k | $568k | 5% | Sep 2025 |
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| Legacy Wealth Managment | 23k | $436k | 19% | Sep 2025 |
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| Legacy Investment Solutions | 19k | $420k | 100% | Jun 2025 |
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| Altiora Financial Group | 14k | $261k | -41% | Sep 2025 |
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| Drive Wealth Management | 13k | $251k | 22% | Sep 2025 |
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| Advisor Group Holdings | 1.3k | $26k | 4% | Sep 2025 |
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| Morgan Stanley | 115.00 | $2.5k | 100% | Jun 2025 |
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| UBS Group | 60.00 | $1.2k | 150% | Sep 2025 |
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| Bank Of Montreal | 45.00 | $990.000000 | 100% | Jun 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Financial Enhancement | Jun 2025 | 129k | $2.7M |
| Twelve Points Wealth Management | Jun 2025 | 44k | $975k |
| Collaborative Wealth Managment | Jun 2025 | 9.2k | $202k |