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 | 950k | $23M | 100% | Mar 2026 |
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| Principal Securities | 910k | $22M | 108% | Mar 2026 |
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| AE Wealth Management | 591k | $15M | 36% | Mar 2026 |
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| Envestnet Asset Management | 451k | $11M | 86% | Mar 2026 |
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| Private Client Services | 360k | $9.2M | 337% | Jun 2026 |
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| Change Path | 323k | $7.9M | 20% | Mar 2026 |
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| Elevated Capital Advisors | 288k | $7.1M | 55% | Mar 2026 |
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| Prevail Innovative Wealth Advisors | 271k | $6.7M | 179% | Mar 2026 |
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| Prime Capital Investment Advisors | 247k | $6.1M | 100% | Mar 2026 |
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| Brookstone Capital Management | 202k | $5.0M | 23% | Mar 2026 |
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| Key Capital Management | 156k | $3.8M | 83% | Mar 2026 |
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| Strategic Blueprint | 146k | $3.6M | 67% | Mar 2026 |
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| RiverTree Advisors | 127k | $3.1M | 100% | Mar 2026 |
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| Howard Bailey Securities | 117k | $2.9M | 100% | Mar 2026 |
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| Brookwood Investment Group | 101k | $2.6M | -9% | Jun 2026 |
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| Tradition Wealth Management | 94k | $2.3M | 100% | Mar 2026 |
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| Park Edge Advisors | 92k | $2.4M | 13% | Jun 2026 |
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| B.O.S.S. Retirement Advisors | 91k | $2.2M | 63% | Mar 2026 |
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| Mosley Wealth Management | 84k | $2.1M | 521% | Jun 2026 |
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| FSA Advisors | 81k | $2.0M | 59% | Mar 2026 |
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| Networth Advisors | 70k | $1.7M | 30% | Mar 2026 |
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| Professional Financial Advisors | 66k | $1.7M | 15% | Jun 2026 |
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| Beacon Capital Management | 65k | $1.6M | -3% | Mar 2026 |
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| Altiora Financial Group | 63k | $1.6M | 100% | Mar 2026 |
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| Authentikos Wealth Advisory | 59k | $1.5M | 43% | Mar 2026 |
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| Iams Wealth Management | 50k | $1.3M | 13% | Jun 2026 |
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| Blackston Financial Advisory Group | 47k | $1.2M | 81% | Mar 2026 |
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| Cetera Investment Advisers | 47k | $1.1M | -8% | Mar 2026 |
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| Kestra Private Wealth Services | 44k | $1.1M | 4% | Mar 2026 |
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| Citadel Advisors | 38k | $938k | 100% | Mar 2026 |
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| Steel Peak Wealth Management | 38k | $972k | 100% | Jun 2026 |
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| Millington Financial Advisors | 37k | $948k | 45% | Mar 2026 |
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| Owen LaRue | 33k | $820k | -43% | Mar 2026 |
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| WealthCare Asset Management | 26k | $646k | 100% | Mar 2026 |
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| Triad Wealth Partners | 18k | $438k | 16% | Mar 2026 |
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| Kingsview Wealth Management | 17k | $416k | 100% | Mar 2026 |
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| Mid-American Wealth Advisory Group | 15k | $372k | -96% | Jun 2026 |
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| Islay Capital Management | 13k | $326k | 211% | Mar 2026 |
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| Advisory Services Network | 13k | $314k | 12% | Mar 2026 |
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| CAP Partners | 12k | $285k | 100% | Mar 2026 |
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| Evolution Wealth Management | 11k | $275k | 39% | Mar 2026 |
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| Decker Retirement Planning | 10k | $267k | 0% | Jun 2026 |
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| Noble Wealth Management PBC | 10k | $259k | 5% | Jun 2026 |
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| Crusonia Wealth Advisors | 10k | $248k | 100% | Mar 2026 |
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| Legacy Wealth Managment | 9.8k | $240k | 18% | Mar 2026 |
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| Hrt Financial | 9.0k | $221k | 100% | Mar 2026 |
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| Nbc Securities | 8.9k | $218k | 89% | Mar 2026 |
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| POM Investment Strategies | 7.1k | $173k | -95% | Mar 2026 |
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| Farther Finance Advisors | 5.8k | $149k | -95% | Jun 2026 |
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| Royal Bank of Canada | 4.1k | $101k | 100% | Mar 2026 |
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| CWM | 3.7k | $90k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 550.00 | $14k | -62% | Mar 2026 |
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| Sound Income Strategies | 352.00 | $8.6k | -63% | Mar 2026 |
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| Signature | 43.00 | $1.1k | 2% | Jun 2026 |
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| Advisor Group Holdings | 32.00 | $784.998400 | 0% | Mar 2026 |
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| Morgan Stanley | 2.00 | $57.000000 | 100% | Mar 2026 |
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| Wells Fargo & Company | 2.00 | $39.000000 | 0% | Mar 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Global View Capital Management | Mar 2026 | 164k | $4.0M |
| CacheTech | Dec 2025 | 37k | $976k |
| Old Mission Capital | Dec 2025 | 13k | $332k |
| Lloyd Advisory Services | Dec 2025 | 9.0k | $235k |
| Anfield Capital Management | Dec 2025 | 44.00 | $1.2k |