Who owns SIMPLIFY EXCHANGE TRADED FUN?

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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
Simplify Asset Management 1.6M $76M 0% Dec 2025
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Commonwealth Equity Services 227k $11M 7% Dec 2025
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AE Wealth Management 93k $4.3M 7427% Dec 2025
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Lloyd Advisory Services 34k $1.6M 100% Dec 2025
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Old Mission Capital 11k $505k -65% Dec 2025
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B.O.S.S. Retirement Advisors 10k $479k 100% Dec 2025
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Mml Investors Services 5.7k $267k 9% Dec 2025
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Great Lakes Retirement 5.4k $251k 100% Dec 2025
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LifeWealth Investments 4.7k $219k 100% Dec 2025
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Kestra Advisory Services 1.9k $86k 100% Dec 2025
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Kingdom Financial Group 1.8k $86k 100% Dec 2025
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Advisor Group Holdings 1.3k $58k 64% Dec 2025
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Quest 10 Wealth Builders 428.00 $20k 100% Dec 2025
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Networth Advisors 391.00 $18k 100% Dec 2025
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Noble Wealth Management PBC 18.00 $838.999800 100% Dec 2025
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Hilltop Holdings Sep 2025 97k $4.9M
Citadel Advisors Jun 2025 15k $690k
Howard Bailey Securities Jun 2025 11k $485k
Principal Securities Sep 2025 500.00 $25k
UBS Group Sep 2025 129.00 $6.5k