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 | 288k | $12M | 0% | Jun 2026 |
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| Authentikos Wealth Advisory | 181k | $7.5M | -9% | Jun 2026 |
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| AE Wealth Management | 179k | $7.4M | -1% | Jun 2026 |
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| Independent Wealth Advisors | 150k | $6.2M | 0% | Jun 2026 |
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| Evolution Wealth Management | 136k | $5.6M | 4% | Jun 2026 |
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| Ironsides Asset Advisors | 116k | $4.8M | 0% | Jun 2026 |
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| LPL Financial | 74k | $3.1M | -69% | Jun 2026 |
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| Austin Wealth Management | 53k | $2.2M | 9% | Jun 2026 |
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| Steward Partners Investment Advisory | 42k | $1.7M | 0% | Jun 2026 |
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| Lloyd Advisory Services | 41k | $1.7M | 2061% | Jun 2026 |
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| Susquehanna International | 33k | $1.4M | 20% | Jun 2026 |
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| Park Edge Advisors | 31k | $1.3M | 3% | Jun 2026 |
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| Entrewealth | 24k | $1.0M | 66% | Jun 2026 |
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| Elevated Capital Advisors | 22k | $915k | -7% | Jun 2026 |
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| B.O.S.S. Retirement Advisors | 22k | $904k | -2% | Jun 2026 |
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| Atomi Financial Group | 20k | $828k | -42% | Jun 2026 |
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| Fiduciary Alliance | 19k | $798k | 0% | Jun 2026 |
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| Howard Bailey Securities | 17k | $708k | -3% | Jun 2026 |
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| Insigneo Advisory Services | 16k | $673k | 0% | Jun 2026 |
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| Old Mission Capital | 13k | $555k | -72% | Jun 2026 |
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| O'shaughnessy Asset Management | 12k | $515k | 100% | Jun 2026 |
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| McCartney Wealth Management | 11k | $450k | 0% | Jun 2026 |
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| Integrated Wealth Management | 9.1k | $376k | 3% | Jun 2026 |
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| Dynamic Advisors Solutions | 8.2k | $339k | 0% | Jun 2026 |
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| Centennial Advisors | 7.9k | $329k | 1% | Jun 2026 |
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| Tounjian Advisory Partners | 7.8k | $324k | 100% | Jun 2026 |
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| LifeWealth Investments | 6.7k | $279k | -25% | Jun 2026 |
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| Advisor Group Holdings | 5.9k | $244k | 1% | Jun 2026 |
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| Envestnet Asset Management | 4.9k | $202k | 100% | Jun 2026 |
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| IFG Advisory | 2.8k | $117k | 100% | Jun 2026 |
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| Montgomery Financial Services | 2.4k | $101k | 100% | Jun 2026 |
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| Kingdom Financial Group | 1.8k | $73k | -6% | Jun 2026 |
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| CWM | 1.3k | $49k | -97% | Mar 2026 |
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| Morgan Stanley | 737.00 | $27k | -13% | Mar 2026 |
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| Royal Bank of Canada | 700.00 | $29k | 0% | Jun 2026 |
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| Networth Advisors | 614.00 | $26k | -1% | Jun 2026 |
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| Rothschild Investment | 231.00 | $9.6k | 0% | Jun 2026 |
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| Quest 10 Wealth Builders | 199.00 | $8.3k | -66% | Jun 2026 |
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| IFP Advisors | 148.00 | $6.1k | 0% | Jun 2026 |
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| Decker Retirement Planning | 115.00 | $4.8k | 100% | Jun 2026 |
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| UBS Group | 115.00 | $4.8k | 40% | Jun 2026 |
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| Noble Wealth Management PBC | 55.00 | $2.3k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 53.00 | $2.2k | 100% | Jun 2026 |
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| Geneos Wealth Management | 45.00 | $1.8k | 2% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 25.00 | $1.0k | 100% | Jun 2026 |
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| Assetmark | 9.00 | $372.999600 | 0% | Jun 2026 |
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| Farther Finance Advisors | 3.00 | $123.999900 | -100% | Jun 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 18k | $650k |
| Nbc Securities | Mar 2026 | 380.00 | $14k |
| Hantz Financial Services | Mar 2026 | 17.00 | $999.999500 |