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 | 645k | $24M | 8% | Sep 2024 |
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| Integrated Wealth Concepts | 288k | $11M | 3% | Sep 2024 |
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| Commonwealth Equity Services | 288k | $11M | 29% | Sep 2024 |
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| Financial Enhancement | 271k | $10M | -52% | Dec 2024 |
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| Lakeview Capital Partners | 17k | $640k | -12% | Sep 2024 |
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| Fiduciary Alliance | 15k | $553k | 100% | Dec 2024 |
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| Citadel Advisors | 9.5k | $359k | 100% | Sep 2024 |
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| Old Mission Capital | 7.4k | $280k | -80% | Sep 2024 |
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| Royal Bank of Canada | 6.2k | $235k | -27% | Sep 2024 |
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| Modern Wealth Management | 5.5k | $208k | 100% | Sep 2024 |
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| CWM | 3.6k | $135k | -5% | Sep 2024 |
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| Advisor Group Holdings | 1.8k | $66k | 100% | Sep 2024 |
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| Empowered Funds | 1.6k | $61k | 100% | Dec 2024 |
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| Aptus Capital Advisors | 1.3k | $47k | 0% | Sep 2024 |
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| UBS Group | 55.00 | $2.1k | 100% | Sep 2024 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wolverine Trading | Jun 2024 | 24k | $866k |
| H D Vest Advisory Services | Jun 2024 | 6.7k | $243k |