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
Jane Street 694k $25M 104% Dec 2025
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True Wealth Design 166k $6.0M 5% Dec 2025
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Prosperity Wealth Management 27k $1.1M 63% Sep 2025
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Mount Lucas Management Corporation 11k $399k -6% Dec 2025
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Principal Securities 10k $379k 33% Dec 2025
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Envestnet Asset Management 10k $379k 33% Dec 2025
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Cove Street Capital 2.1k $89k 59% Sep 2025
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Ancora Advisors 2.0k $72k 0% Dec 2025
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Steward Partners Investment Advisory 1.3k $48k 0% Dec 2025
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AE Wealth Management 482.00 $18k -34% Dec 2025
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UBS Group 221.00 $8.0k 100% Dec 2025
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Fluent Financial Sep 2025 104k $4.4M
Simplify Asset Management Sep 2025 33k $1.4M
Mutual Advisors Sep 2025 24k $1.0M
Private Client Services Sep 2025 23k $978k
Intrepid Family Office Sep 2025 15k $641k
Old Mission Capital Sep 2025 6.8k $290k
GK Wealth Management Sep 2025 6.0k $258k
A. Montag and Associates Sep 2025 1.6k $67k