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 |
|---|---|---|---|---|---|
| Sollinda Capital Management | 386k | $12M | 100% | Mar 2024 |
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| Axxcess Wealth Management | 349k | $10M | -28% | Dec 2023 |
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| AE Wealth Management | 332k | $9.8M | 100% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 261k | $8.1M | -4% | Mar 2024 |
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| Austin Wealth Management | 116k | $3.5M | -6% | Dec 2023 |
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| Wells Fargo & Company | 82k | $2.4M | 1335% | Dec 2023 |
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| Lakeview Capital Partners | 49k | $1.4M | -15% | Dec 2023 |
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| Capital Investment Advisory Services | 44k | $1.4M | 439% | Mar 2024 |
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| Steward Partners Investment Advisory | 42k | $1.2M | 0% | Dec 2023 |
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| Ironsides Asset Advisors | 35k | $993k | -16% | Dec 2023 |
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| Dynamic Advisors Solutions | 28k | $884k | 5% | Mar 2024 |
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| Insigneo Advisory Services | 24k | $682k | 0% | Dec 2023 |
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| HighTower Advisors | 23k | $674k | -16% | Dec 2023 |
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| B.O.S.S. Retirement Advisors | 23k | $671k | 100% | Dec 2023 |
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| Gts Securities | 18k | $502k | 5% | Dec 2023 |
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| Financial Enhancement | 17k | $525k | -10% | Mar 2024 |
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| Great Lakes Retirement | 13k | $371k | 100% | Dec 2023 |
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| Wolverine Trading | 9.1k | $261k | -72% | Dec 2023 |
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| Kathmere Capital Management | 7.7k | $239k | -6% | Mar 2024 |
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| Pathway Financial Advisors | 7.1k | $221k | 0% | Mar 2024 |
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| IFP Advisors | 2.4k | $69k | -59% | Dec 2023 |
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| UBS Group | 1.7k | $49k | 36% | Dec 2023 |
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| CWM | 1.0k | $31k | -16% | Mar 2024 |
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| Advisor Group Holdings | 283.00 | $8.1k | -10% | Dec 2023 |
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| Pineridge Advisors | 233.00 | $6.7k | 100% | Dec 2023 |
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| Oliver Lagore Vanvalin Investment Group | 54.00 | $1.6k | 100% | Dec 2023 |
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| National Bank Of Canada /fi/ | 47.00 | $1.3k | -99% | Dec 2023 |
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| TD Capital Management | 31.00 | $876.999300 | 3% | Dec 2023 |
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| Richard W. Paul & Associates | 24.00 | $693.000000 | 100% | Dec 2023 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Almanack Investment Partners | Sep 2023 | 100k | $2.6M |
| Park Edge Advisors | Dec 2023 | 19k | $539k |
| Townsquare Capital | Sep 2023 | 14k | $370k |
| Atlas Financial Advisors | Sep 2023 | 12k | $318k |
| Bank Of Montreal | Sep 2023 | 6.1k | $171k |
| Creative Planning | Sep 2023 | 500.00 | $13k |
| Hollencrest Securities | Sep 2023 | 484.00 | $13k |
| Parallel Advisors | Sep 2023 | 100.00 | $2.6k |