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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 2.7M | $70M | 187% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 1.8M | $46M | 100% | Jun 2026 |
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| Principal Securities | 1.2M | $30M | 29% | Jun 2026 |
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| AE Wealth Management | 637k | $16M | 8% | Jun 2026 |
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| Envestnet Asset Management | 597k | $15M | 32% | Jun 2026 |
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| Change Path | 492k | $13M | 52% | Jun 2026 |
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| Private Client Services | 360k | $9.2M | 337% | Jun 2026 |
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| Elevated Capital Advisors | 321k | $8.2M | 11% | Jun 2026 |
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| Brookstone Capital Management | 294k | $7.5M | 45% | Jun 2026 |
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| Key Capital Management | 169k | $4.3M | 9% | Jun 2026 |
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| Strategic Blueprint | 138k | $3.5M | -6% | Jun 2026 |
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| RiverTree Advisors | 133k | $3.4M | 5% | Jun 2026 |
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| Howard Bailey Securities | 118k | $3.0M | 1% | Jun 2026 |
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| Janney Montgomery Scott | 102k | $2.6M | 100% | Jun 2026 |
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| Brookwood Investment Group | 101k | $2.6M | -9% | Jun 2026 |
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| Hrt Financial | 99k | $2.5M | 993% | Jun 2026 |
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| B.O.S.S. Retirement Advisors | 98k | $2.5M | 8% | Jun 2026 |
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| Advisor OS | 93k | $2.4M | 100% | Jun 2026 |
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| Park Edge Advisors | 92k | $2.4M | 13% | Jun 2026 |
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| FSA Advisors | 92k | $2.4M | 14% | Jun 2026 |
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| Mosley Wealth Management | 84k | $2.1M | 521% | Jun 2026 |
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| Networth Advisors | 78k | $2.0M | 11% | Jun 2026 |
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| Millington Financial Advisors | 69k | $1.7M | 85% | Jun 2026 |
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| Professional Financial Advisors | 66k | $1.7M | 15% | Jun 2026 |
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| Authentikos Wealth Advisory | 63k | $1.6M | 7% | Jun 2026 |
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| Altiora Financial Group | 58k | $1.5M | -8% | Jun 2026 |
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| 3EDGE Asset Management | 55k | $1.4M | 100% | Jun 2026 |
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| WealthCare Asset Management | 53k | $1.4M | 103% | Jun 2026 |
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| Blackston Financial Advisory Group | 51k | $1.3M | 7% | Jun 2026 |
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| Iams Wealth Management | 50k | $1.3M | 13% | Jun 2026 |
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| Beacon Capital Management | 50k | $1.3M | -23% | Jun 2026 |
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| Raymond James Financial | 50k | $1.3M | 100% | Jun 2026 |
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| Steel Peak Wealth Management | 38k | $972k | 100% | Jun 2026 |
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| Global Wealth Management Investment Advisory | 35k | $890k | 100% | Jun 2026 |
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| Cambridge Investment Research Advisors | 33k | $844k | 100% | Jun 2026 |
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| Mather Group | 33k | $837k | 100% | Jun 2026 |
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| Crusonia Wealth Advisors | 31k | $792k | 207% | Jun 2026 |
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| Owen LaRue | 28k | $718k | -16% | Jun 2026 |
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| Nbc Securities | 26k | $669k | 194% | Jun 2026 |
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| GFS Advisors | 22k | $17k | 100% | Jun 2026 |
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| Signal Advisors Wealth | 21k | $528k | 100% | Jun 2026 |
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| Lloyd Advisory Services | 19k | $487k | 100% | Jun 2026 |
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| Astoria Portfolio Advisors | 19k | $482k | 100% | Jun 2026 |
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| CAP Partners | 17k | $444k | 49% | Jun 2026 |
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| Kingsview Wealth Management | 17k | $416k | 100% | Mar 2026 |
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| Triad Wealth Partners | 16k | $417k | -8% | Jun 2026 |
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| Mid-American Wealth Advisory Group | 15k | $372k | -96% | Jun 2026 |
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| Encompass More Asset Management | 14k | $366k | 100% | Jun 2026 |
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| Islay Capital Management | 14k | $365k | 8% | Jun 2026 |
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| Stratos Wealth Advisors | 13k | $319k | 100% | Jun 2026 |
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| Legacy Wealth Managment | 11k | $282k | 13% | Jun 2026 |
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| Decker Retirement Planning | 10k | $267k | 0% | Jun 2026 |
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| Everstar Asset Management | 10k | $263k | 100% | Jun 2026 |
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| Noble Wealth Management PBC | 10k | $259k | 5% | Jun 2026 |
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| Mariner Wealth Advisors | 8.8k | $226k | 100% | Jun 2026 |
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| Royal Bank of Canada | 6.1k | $156k | 49% | Jun 2026 |
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| Farther Finance Advisors | 5.8k | $149k | -95% | Jun 2026 |
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| Tounjian Advisory Partners | 5.6k | $142k | 100% | Jun 2026 |
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| CWM | 3.7k | $90k | 100% | Mar 2026 |
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| POM Investment Strategies | 3.1k | $80k | -56% | Jun 2026 |
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| Wealth Enhancement Trust Services | 1.6k | $41k | 100% | Jun 2026 |
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| Evolution Wealth Management | 1.5k | $37k | -87% | Jun 2026 |
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| Buck Wealth Strategies | 1.1k | $28k | 100% | Jun 2026 |
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| Montgomery Financial Services | 1.1k | $28k | 100% | Jun 2026 |
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| Advisor Group Holdings | 1.0k | $27k | 3138% | Jun 2026 |
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| Steward Partners Investment Advisory | 500.00 | $13k | -9% | Jun 2026 |
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| Harbour Investments | 158.00 | $4.0k | 100% | Jun 2026 |
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| Signature | 43.00 | $1.1k | 2% | Jun 2026 |
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| Morgan Stanley | 2.00 | $57.000000 | 100% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $19.000000 | -50% | Jun 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Prevail Innovative Wealth Advisors | Mar 2026 | 271k | $6.7M |
| Prime Capital Investment Advisors | Mar 2026 | 247k | $6.1M |
| Global View Capital Management | Mar 2026 | 164k | $4.0M |
| Tradition Wealth Management | Mar 2026 | 94k | $2.3M |
| Cetera Investment Advisers | Mar 2026 | 47k | $1.1M |
| Kestra Private Wealth Services | Mar 2026 | 44k | $1.1M |
| Citadel Advisors | Mar 2026 | 38k | $938k |
| Advisory Services Network | Mar 2026 | 13k | $314k |
| Sound Income Strategies | Mar 2026 | 352.00 | $8.6k |
| Anfield Capital Management | Dec 2025 | 44.00 | $1.2k |