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
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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 |
|---|---|---|---|---|---|
| LPL Financial | 385k | $15M | 856% | Dec 2025 |
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| Commonwealth Equity Services | 256k | $10M | 4% | Dec 2025 |
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| Authentikos Wealth Advisory | 191k | $7.5M | -2% | Dec 2025 |
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| AE Wealth Management | 182k | $7.2M | -1% | Dec 2025 |
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| Evolution Wealth Management | 115k | $4.5M | 15% | Dec 2025 |
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| Ironsides Asset Advisors | 105k | $4.1M | 22% | Dec 2025 |
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| Austin Wealth Management | 48k | $1.9M | -11% | Dec 2025 |
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| Lloyd Advisory Services | 48k | $1.9M | 7% | Dec 2025 |
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| CWM | 44k | $1.7M | 43% | Dec 2025 |
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| Steward Partners Investment Advisory | 42k | $1.6M | 0% | Dec 2025 |
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| Atomi Financial Group | 35k | $1.4M | -19% | Dec 2025 |
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| Park Edge Advisors | 29k | $1.1M | -2% | Dec 2025 |
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| Gts Securities | 25k | $981k | 100% | Dec 2025 |
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| B.O.S.S. Retirement Advisors | 24k | $956k | -38% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 22k | $868k | -23% | Dec 2025 |
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| Fiduciary Alliance | 19k | $756k | 1% | Dec 2025 |
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| Insigneo Advisory Services | 16k | $637k | 0% | Dec 2025 |
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| Elevated Capital Advisors | 15k | $601k | -4% | Dec 2025 |
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| Sollinda Capital Management | 14k | $557k | 0% | Dec 2025 |
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| LifeWealth Investments | 11k | $431k | -7% | Dec 2025 |
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| Integrated Wealth Management | 9.0k | $355k | 100% | Dec 2025 |
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| Centennial Advisors | 8.3k | $324k | 100% | Dec 2025 |
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| Dynamic Advisors Solutions | 8.2k | $321k | -5% | Dec 2025 |
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| Kathmere Capital Management | 7.7k | $301k | 0% | Dec 2025 |
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| Pathway Financial Advisors | 7.1k | $283k | 0% | Dec 2025 |
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| Advisor Group Holdings | 5.9k | $230k | -20% | Dec 2025 |
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| HighTower Advisors | 5.1k | $201k | -10% | Dec 2025 |
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| Kingdom Financial Group | 2.1k | $83k | 100% | Dec 2025 |
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| Networth Advisors | 695.00 | $27k | 100% | Dec 2025 |
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| Atlantic Trust | 650.00 | $26k | 0% | Dec 2025 |
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| Quest 10 Wealth Builders | 598.00 | $24k | 3% | Dec 2025 |
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| Nbc Securities | 380.00 | $15k | 0% | Dec 2025 |
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| Rothschild Investment | 231.00 | $9.1k | 0% | Dec 2025 |
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| IFP Advisors | 148.00 | $5.8k | 1% | Dec 2025 |
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| Noble Wealth Management PBC | 55.00 | $2.0k | 0% | Mar 2026 |
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| Geneos Wealth Management | 44.00 | $1.7k | 0% | Dec 2025 |
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| Assetmark | 9.00 | $352.999800 | 100% | Dec 2025 |
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| Farther Finance Advisors | 3.00 | $117.999900 | 100% | Dec 2025 |
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| Hanson McClain Advisors | 1.00 | $37.000000 | 0% | Dec 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2025 | 12k | $464k |
| Susquehanna International | Sep 2025 | 12k | $456k |
| Great Lakes Retirement | Sep 2025 | 5.2k | $207k |
| Decker Retirement Planning | Sep 2025 | 81.00 | $3.2k |
| Richard W. Paul & Associates | Sep 2025 | 46.00 | $1.8k |