Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: SPYC
- CUSIP Number: 82889n103
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 |
|---|---|---|---|---|---|
| Austin Wealth Management | 855k | $36M | 4% | Sep 2025 |
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| Integrated Wealth Concepts | 250k | $11M | 9% | Sep 2025 |
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| Entrewealth | 219k | $9.4M | 10% | Sep 2025 |
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| AE Wealth Management | 116k | $5.0M | -1% | Sep 2025 |
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| LPL Financial | 86k | $3.7M | 602% | Sep 2025 |
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| Commonwealth Equity Services | 72k | $3.1M | -17% | Sep 2025 |
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| Evolution Wealth Management | 70k | $3.0M | 931% | Sep 2025 |
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| Lloyd Advisory Services | 38k | $1.6M | -3% | Sep 2025 |
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| Financial Enhancement | 33k | $1.4M | -1% | Sep 2025 |
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| B.O.S.S. Retirement Advisors | 21k | $877k | -9% | Sep 2025 |
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| Mercer Global Advisors | 19k | $820k | -12% | Sep 2025 |
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| CWM | 16k | $690k | 119% | Sep 2025 |
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| Fiduciary Alliance | 13k | $570k | -3% | Sep 2025 |
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| Citadel Advisors | 11k | $457k | -31% | Sep 2025 |
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| Howard Bailey Securities | 9.7k | $417k | -5% | Sep 2025 |
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| Susquehanna International | 6.8k | $292k | 16% | Sep 2025 |
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| LifeWealth Investments | 6.2k | $264k | 7% | Sep 2025 |
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| H D Vest Advisory Services | 5.6k | $230k | 100% | Jun 2025 |
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| Modern Wealth Management | 5.6k | $238k | 0% | Sep 2025 |
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| Cetera Investment Advisers | 4.9k | $212k | 100% | Sep 2025 |
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| BlackRock | 3.1k | $134k | 0% | Sep 2025 |
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| Aptus Capital Advisors | 1.7k | $72k | -2% | Sep 2025 |
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| UBS Group | 548.00 | $24k | 100% | Sep 2025 |
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| Quest 10 Wealth Builders | 505.00 | $22k | 3% | Sep 2025 |
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| Royal Bank of Canada | 200.00 | $9.0k | -74% | Sep 2025 |
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| Morgan Stanley | 151.00 | $11k | 100% | Jun 2025 |
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| Decker Retirement Planning | 74.00 | $3.2k | 0% | Sep 2025 |
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| Geneos Wealth Management | 42.00 | $1.8k | 100% | Sep 2025 |
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| IFP Advisors | 35.00 | $1.5k | 0% | Sep 2025 |
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| Richard W. Paul & Associates | 22.00 | $947.001000 | 0% | Sep 2025 |
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| Pineridge Advisors | 7.00 | $301.000000 | 0% | Sep 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Raymond James Financial | Jun 2025 | 1.2k | $48k |
| Wells Fargo & Company | Jun 2025 | 668.00 | $28k |
| Transce3nd | Jun 2025 | 443.00 | $18k |
| Park Square Financial Group | Jun 2025 | 207.00 | $8.6k |
| Global Retirement Partners | Jun 2025 | 20.00 | $828.000000 |