Who owns SIMPLIFY EXCHANGE TRADED FUN?

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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 3.8M $56M -18% Dec 2025
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Envestnet Asset Management 30k $442k 1% Dec 2025
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Legacy Wealth Managment 19k $279k -17% Dec 2025
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Matrix Trust 16k $230k -63% Dec 2025
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Jane Street 15k $225k 100% Dec 2025
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Kestra Advisory Services 5.2k $77k 100% Dec 2025
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Advisor Group Holdings 1.4k $20k 2% Dec 2025
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UBS Group 66.00 $980.001000 10% Dec 2025
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Old Mission Capital Sep 2025 44k $845k
Altiora Financial Group Sep 2025 14k $261k
Drive Wealth Management Sep 2025 13k $251k