Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: SBAR
- CUSIP Number: 82889n335
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 |
|---|---|---|---|---|---|
| Principal Securities | 437k | $11M | 399% | Dec 2025 |
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| AE Wealth Management | 436k | $11M | 13% | Dec 2025 |
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| Mid-American Wealth Advisory Group | 391k | $10M | 18% | Dec 2025 |
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| Change Path | 268k | $7.0M | 71% | Dec 2025 |
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| Envestnet Asset Management | 243k | $6.3M | 302% | Dec 2025 |
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| Elevated Capital Advisors | 186k | $4.9M | 23% | Dec 2025 |
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| Brookstone Capital Management | 165k | $4.3M | 201% | Dec 2025 |
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| POM Investment Strategies | 132k | $3.4M | -3% | Dec 2025 |
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| Prevail Innovative Wealth Advisors | 97k | $2.5M | 100% | Dec 2025 |
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| Strategic Blueprint | 88k | $2.3M | 88% | Dec 2025 |
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| Key Capital Management | 85k | $2.2M | 100% | Dec 2025 |
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| Brookwood Investment Group | 70k | $1.8M | 28% | Dec 2025 |
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| Beacon Capital Management | 67k | $1.7M | -73% | Dec 2025 |
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| Park Edge Advisors | 65k | $1.7M | 100% | Dec 2025 |
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| Owen LaRue | 59k | $1.5M | 100% | Dec 2025 |
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| Howard Bailey Securities | 58k | $1.5M | 100% | Sep 2025 |
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| B.O.S.S. Retirement Advisors | 56k | $1.5M | 163% | Dec 2025 |
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| Farther Finance Advisors | 55k | $1.4M | 64% | Dec 2025 |
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| Networth Advisors | 54k | $1.4M | 100% | Dec 2025 |
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| FSA Advisors | 51k | $1.3M | 100% | Dec 2025 |
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| Cetera Investment Advisers | 51k | $1.3M | 2% | Dec 2025 |
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| Kestra Private Wealth Services | 43k | $1.1M | 100% | Dec 2025 |
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| Authentikos Wealth Advisory | 41k | $1.1M | 7% | Dec 2025 |
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| CacheTech | 37k | $976k | 100% | Dec 2025 |
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| Blackston Financial Advisory Group | 26k | $682k | 54% | Dec 2025 |
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| Millington Financial Advisors | 26k | $665k | 100% | Dec 2025 |
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| Mosley Wealth Management | 19k | $499k | 100% | Dec 2025 |
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| Triad Wealth Partners | 15k | $402k | 57% | Dec 2025 |
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| Noble Wealth Management PBC | 13k | $347k | 82% | Dec 2025 |
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| Old Mission Capital | 13k | $332k | -84% | Dec 2025 |
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| Advisory Services Network | 11k | $299k | 100% | Dec 2025 |
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| Lloyd Advisory Services | 9.0k | $235k | 100% | Dec 2025 |
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| Legacy Wealth Managment | 8.3k | $217k | -16% | Dec 2025 |
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| Evolution Wealth Management | 8.1k | $211k | -54% | Dec 2025 |
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| Decker Retirement Planning | 7.2k | $187k | -41% | Dec 2025 |
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| Guerra Advisors | 6.2k | $162k | 100% | Sep 2025 |
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| Nbc Securities | 4.7k | $123k | 830% | Dec 2025 |
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| Islay Capital Management | 4.3k | $112k | 53% | Dec 2025 |
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| Steward Partners Investment Advisory | 1.5k | $38k | 142% | Dec 2025 |
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| Sound Income Strategies | 957.00 | $25k | 358% | Dec 2025 |
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| Anfield Capital Management | 44.00 | $1.2k | 300% | Dec 2025 |
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| Signature | 41.00 | $1.1k | 5% | Dec 2025 |
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| Advisor Group Holdings | 32.00 | $836.998400 | 100% | Dec 2025 |
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| Wells Fargo & Company | 2.00 | $48.000000 | 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 |
|---|---|---|---|
| Simplify Asset Management | Sep 2025 | 273k | $7.2M |
| Jane Street | Sep 2025 | 31k | $810k |
| Compass Capital Corp | Sep 2025 | 21k | $557k |
| Global Retirement Partners | Sep 2025 | 27.00 | $709.001100 |