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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services | 289k | $11M | 13% | Mar 2026 |
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| LPL Financial | 238k | $8.7M | -38% | Mar 2026 |
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| Authentikos Wealth Advisory | 198k | $7.2M | 4% | Mar 2026 |
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| AE Wealth Management | 181k | $6.6M | 0% | Mar 2026 |
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| Independent Wealth Advisors | 149k | $5.4M | 4% | Mar 2026 |
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| Evolution Wealth Management | 131k | $4.8M | 14% | Mar 2026 |
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| Ironsides Asset Advisors | 116k | $4.2M | 11% | Mar 2026 |
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| Austin Wealth Management | 48k | $1.8M | 0% | Mar 2026 |
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| CWM | 44k | $1.7M | 43% | Dec 2025 |
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| Steward Partners Investment Advisory | 42k | $1.5M | 0% | Mar 2026 |
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| Atomi Financial Group | 35k | $1.4M | -19% | Dec 2025 |
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| Park Edge Advisors | 30k | $1.1M | 3% | Mar 2026 |
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| Gts Securities | 25k | $981k | 100% | Dec 2025 |
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| Elevated Capital Advisors | 24k | $860k | 54% | Mar 2026 |
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| B.O.S.S. Retirement Advisors | 22k | $809k | -9% | Mar 2026 |
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| Fiduciary Alliance | 19k | $748k | 0% | Mar 2026 |
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| Jane Street | 18k | $650k | 100% | Mar 2026 |
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| Howard Bailey Securities | 18k | $640k | -13% | Mar 2026 |
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| Insigneo Advisory Services | 16k | $590k | 0% | Mar 2026 |
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| Entrewealth | 15k | $531k | 100% | Mar 2026 |
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| McCartney Wealth Management | 11k | $395k | 100% | Mar 2026 |
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| LifeWealth Investments | 8.9k | $324k | -19% | Mar 2026 |
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| Integrated Wealth Management | 8.8k | $321k | -3% | Mar 2026 |
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| Dynamic Advisors Solutions | 8.2k | $297k | 0% | Mar 2026 |
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| Centennial Advisors | 7.9k | $287k | -5% | Mar 2026 |
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| Advisor Group Holdings | 5.9k | $230k | -20% | Dec 2025 |
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| Lloyd Advisory Services | 1.9k | $69k | -96% | Mar 2026 |
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| Kingdom Financial Group | 1.9k | $69k | -11% | Mar 2026 |
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| Morgan Stanley | 737.00 | $27k | 100% | Mar 2026 |
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| Royal Bank of Canada | 700.00 | $25k | 0% | Mar 2026 |
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| Farther Finance Advisors | 693.00 | $25k | 23000% | Mar 2026 |
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| Atlantic Trust | 650.00 | $26k | 0% | Dec 2025 |
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| Networth Advisors | 619.00 | $23k | -11% | Mar 2026 |
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| Quest 10 Wealth Builders | 580.00 | $21k | -3% | Mar 2026 |
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| Nbc Securities | 380.00 | $14k | 0% | Mar 2026 |
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| Rothschild Investment | 231.00 | $8.4k | 0% | Mar 2026 |
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| IFP Advisors | 148.00 | $5.4k | 0% | Mar 2026 |
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| UBS Group | 82.00 | $3.0k | 100% | Mar 2026 |
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| Noble Wealth Management PBC | 55.00 | $2.0k | 0% | Mar 2026 |
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| Geneos Wealth Management | 44.00 | $1.6k | 0% | Mar 2026 |
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| Hantz Financial Services | 17.00 | $999.999500 | 100% | Mar 2026 |
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| Assetmark | 9.00 | $326.999700 | 0% | Mar 2026 |
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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 |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 22k | $868k |
| Sollinda Capital Management | Dec 2025 | 14k | $557k |
| Susquehanna International | Sep 2025 | 12k | $456k |
| Kathmere Capital Management | Dec 2025 | 7.7k | $301k |
| Pathway Financial Advisors | Dec 2025 | 7.1k | $283k |
| HighTower Advisors | Dec 2025 | 5.1k | $201k |