Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: SPD
- CUSIP Number: 82889n202
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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 |
|---|---|---|---|---|---|
| HighTower Advisors | 265k | $8.6M | 100% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 248k | $8.0M | -5% | Jun 2024 |
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| AE Wealth Management | 150k | $5.0M | 8% | Sep 2024 |
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| Almanack Investment Partners | 136k | $4.6M | 13% | Sep 2024 |
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| Austin Wealth Management | 113k | $3.7M | -2% | Sep 2024 |
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| Ethos Financial Group | 62k | $2.1M | 100% | Sep 2024 |
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| Commonwealth Equity Services | 62k | $2.1M | 15% | Sep 2024 |
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| Ironsides Asset Advisors | 61k | $2.0M | 41% | Sep 2024 |
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| Lloyd Advisory Services | 51k | $1.7M | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 42k | $1.3M | 0% | Jun 2024 |
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| Lakeview Capital Partners | 37k | $1.2M | -25% | Sep 2024 |
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| Financial Enhancement | 26k | $675k | 36% | Sep 2024 |
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| Old Mission Capital | 20k | $655k | 70% | Jun 2024 |
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| Citadel Advisors | 15k | $504k | -14% | Sep 2024 |
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| Howard Bailey Securities | 14k | $475k | 100% | Sep 2024 |
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| Elevated Capital Advisors | 14k | $468k | 85% | Sep 2024 |
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| LPL Financial | 13k | $425k | 7% | Sep 2024 |
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| Great Lakes Retirement | 11k | $357k | -2% | Sep 2024 |
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| Insigneo Advisory Services | 9.9k | $332k | 0% | Sep 2024 |
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| Dynamic Advisors Solutions | 8.8k | $294k | -4% | Sep 2024 |
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| Authentikos Wealth Advisory | 7.8k | $261k | 100% | Sep 2024 |
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| Kathmere Capital Management | 7.7k | $257k | 0% | Sep 2024 |
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| Pathway Financial Advisors | 7.1k | $238k | 0% | Sep 2024 |
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| CWM | 882.00 | $30k | -13% | Sep 2024 |
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| Royal Bank of Canada | 712.00 | $23k | 2% | Sep 2024 |
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| CoreCap Advisors | 579.00 | $19k | 0% | Sep 2024 |
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| Qube Research & Technologies | 479.00 | $16k | -37% | Jun 2024 |
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| Morgan Stanley | 382.00 | $12k | 0% | Jun 2024 |
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| IFP Advisors | 291.00 | $9.4k | -70% | Jun 2024 |
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| Rothschild Investment | 231.00 | $7.7k | 0% | Sep 2024 |
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| Pineridge Advisors | 185.00 | $6.2k | -9% | Sep 2024 |
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| Coppell Advisory Solutions | 153.00 | $5.1k | 0% | Sep 2024 |
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| Advisor Group Holdings | 74.00 | $2.5k | -75% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 33.00 | $1.1k | 100% | Sep 2024 |
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| Richard W. Paul & Associates | 24.00 | $814.999200 | 0% | Sep 2024 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sollinda Capital Management | Jun 2024 | 490k | $16M |
| Axxcess Wealth Management | Jun 2024 | 388k | $13M |
| Wolverine Trading | Jun 2024 | 16k | $521k |
| Jane Street | Jun 2024 | 7.8k | $253k |
| Ridgepath Capital Management | Jun 2024 | 6.6k | $213k |
| Jpmorgan Chase & Co | Jun 2024 | 100.00 | $3.2k |