Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: SPD
- CUSIP Number: 82889n202
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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services | 246k | $9.7M | 71% | Sep 2025 |
|
| Authentikos Wealth Advisory | 194k | $7.7M | 2% | Sep 2025 |
|
| AE Wealth Management | 185k | $7.3M | 0% | Sep 2025 |
|
| Evolution Wealth Management | 100k | $4.0M | 6% | Sep 2025 |
|
| Ironsides Asset Advisors | 86k | $3.4M | 3% | Sep 2025 |
|
| Austin Wealth Management | 54k | $2.1M | -1% | Sep 2025 |
|
| Lloyd Advisory Services | 45k | $1.8M | -2% | Sep 2025 |
|
| Atomi Financial Group | 43k | $1.7M | -30% | Sep 2025 |
|
| Steward Partners Investment Advisory | 42k | $1.6M | 0% | Sep 2025 |
|
| LPL Financial | 40k | $1.6M | 67% | Sep 2025 |
|
| B.O.S.S. Retirement Advisors | 39k | $1.5M | -9% | Sep 2025 |
|
| CWM | 31k | $1.2M | 3529% | Sep 2025 |
|
| Park Edge Advisors | 30k | $1.2M | -6% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 28k | $1.1M | -8% | Sep 2025 |
|
| Fiduciary Alliance | 19k | $750k | 0% | Sep 2025 |
|
| Insigneo Advisory Services | 16k | $641k | 0% | Sep 2025 |
|
| Elevated Capital Advisors | 16k | $631k | -13% | Sep 2025 |
|
| Howard Bailey Securities | 15k | $607k | -5% | Sep 2025 |
|
| Sollinda Capital Management | 14k | $561k | -36% | Sep 2025 |
|
| LifeWealth Investments | 12k | $464k | 7% | Sep 2025 |
|
| Citadel Advisors | 12k | $464k | 100% | Sep 2025 |
|
| Susquehanna International | 12k | $456k | 100% | Sep 2025 |
|
| Dynamic Advisors Solutions | 8.6k | $339k | 0% | Sep 2025 |
|
| Kathmere Capital Management | 7.7k | $303k | 0% | Sep 2025 |
|
| Advisor Group Holdings | 7.4k | $283k | 2% | Sep 2025 |
|
| Pathway Financial Advisors | 7.1k | $281k | 0% | Sep 2025 |
|
| HighTower Advisors | 5.7k | $224k | 100% | Sep 2025 |
|
| Great Lakes Retirement | 5.2k | $207k | 100% | Sep 2025 |
|
| Royal Bank of Canada | 700.00 | $28k | 0% | Sep 2025 |
|
| Atlantic Trust | 650.00 | $26k | 0% | Sep 2025 |
|
| Quest 10 Wealth Builders | 583.00 | $23k | 3% | Sep 2025 |
|
| Nbc Securities | 380.00 | $15k | 0% | Sep 2025 |
|
| Rothschild Investment | 231.00 | $9.1k | 0% | Sep 2025 |
|
| IFP Advisors | 148.00 | $5.8k | 1% | Sep 2025 |
|
| Decker Retirement Planning | 81.00 | $3.2k | 0% | Sep 2025 |
|
| Richard W. Paul & Associates | 46.00 | $1.8k | 0% | Sep 2025 |
|
| Geneos Wealth Management | 44.00 | $1.7k | 100% | Sep 2025 |
|
| Capital A Wealth Management | 10.00 | $287.000000 | 100% | Jun 2025 |
|
| Pineridge Advisors | 8.00 | $318.000000 | 0% | Sep 2025 |
|
| Hanson McClain Advisors | 1.00 | $38.000000 | 0% | Sep 2025 |
|
| Morgan Stanley | 1.00 | $44.000000 | 100% | Jun 2025 |
|
Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Jun 2025 | 44k | $1.7M |
| Armis Advisers | Jun 2025 | 7.9k | $299k |
| Farther Finance Advisors | Jun 2025 | 2.2k | $83k |
| Jpmorgan Chase & Co | Mar 2025 | 1.0k | $32k |
| Transce3nd | Jun 2025 | 782.00 | $30k |
| Park Square Financial Group | Jun 2025 | 280.00 | $11k |
| UBS Group | Jun 2025 | 122.00 | $4.6k |
| Global Retirement Partners | Jun 2025 | 39.00 | $1.5k |