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 $82M -15% Sep 2025
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Commonwealth Equity Services 213k $11M 7% Sep 2025
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Hilltop Holdings 97k $4.9M -12% Sep 2025
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Old Mission Capital 31k $1.6M -25% Sep 2025
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Mml Investors Services 5.3k $265k 100% Sep 2025
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AE Wealth Management 1.2k $62k -99% Sep 2025
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Advisor Group Holdings 763.00 $38k 26% Sep 2025
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Principal Securities 500.00 $25k 100% Sep 2025
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UBS Group 129.00 $6.5k -21% Sep 2025
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Morgan Stanley 1.00 $87.000000 100% Jun 2025
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Lloyd Advisory Services Jun 2025 34k $1.5M
B.O.S.S. Retirement Advisors Jun 2025 20k $883k
Citadel Advisors Jun 2025 15k $690k
Howard Bailey Securities Jun 2025 9.0k $402k
Great Lakes Retirement Jun 2025 6.7k $299k
LifeWealth Investments Jun 2025 5.1k $229k
Quest 10 Wealth Builders Jun 2025 442.00 $20k
Transce3nd Jun 2025 393.00 $18k
Park Square Financial Group Jun 2025 248.00 $11k
Raymond James Financial Jun 2025 200.00 $8.9k
Decker Retirement Planning Jun 2025 68.00 $3.0k
Richard W. Paul & Associates Jun 2025 19.00 $851.000500
Pineridge Advisors Jun 2025 6.00 $268.999800