Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: SDMF
- CUSIP Number: 82889n210
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 |
|---|---|---|---|---|---|
| Toroso Investments | 278k | $7.1M | 556% | Jun 2026 |
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| Kestra Advisory Services | 145k | $3.9M | 100% | Sep 2026 |
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| Encompass More Asset Management | 135k | $3.6M | 23% | Sep 2026 |
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| Quantinno Capital Management | 89k | $2.3M | 100% | Jun 2026 |
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| Change Path | 45k | $1.2M | 100% | Jun 2026 |
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| UBS Group | 16.00 | $410.000000 | 100% | Jun 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Arrowroot Family Office | Mar 2026 | 28k | $696k |
| Wealth Enhancement Advisory Services | Jun 2026 | 22k | $573k |
| Deane Retirement Strategies | Jun 2026 | 176.00 | $4.5k |