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 | 905k | $39M | 6% | Dec 2025 |
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| Integrated Wealth Concepts | 324k | $14M | 29% | Dec 2025 |
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| Entrewealth | 228k | $9.7M | 4% | Dec 2025 |
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| AE Wealth Management | 129k | $5.5M | 12% | Dec 2025 |
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| Evolution Wealth Management | 75k | $3.2M | 7% | Dec 2025 |
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| Commonwealth Equity Services | 70k | $3.0M | -2% | Dec 2025 |
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| Lloyd Advisory Services | 40k | $1.7M | 6% | Dec 2025 |
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| Financial Enhancement | 34k | $1.4M | 1% | Dec 2025 |
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| Mercer Global Advisors | 16k | $678k | -17% | Dec 2025 |
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| CWM | 15k | $638k | -7% | Dec 2025 |
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| Noble Wealth Management PBC | 15k | $625k | 0% | Dec 2025 |
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| Fiduciary Alliance | 13k | $547k | -4% | Dec 2025 |
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| Howard Bailey Securities | 13k | $537k | 2% | Sep 2025 |
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| B.O.S.S. Retirement Advisors | 12k | $526k | -40% | Dec 2025 |
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| LPL Financial | 11k | $479k | -87% | Dec 2025 |
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| Citadel Advisors | 11k | $457k | -31% | Sep 2025 |
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| LifeWealth Investments | 5.7k | $244k | -8% | Dec 2025 |
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| Modern Wealth Management | 5.6k | $238k | 0% | Dec 2025 |
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| Integrated Wealth Management | 4.8k | $206k | 100% | Dec 2025 |
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| BlackRock | 3.1k | $134k | 0% | Dec 2025 |
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| Aptus Capital Advisors | 2.6k | $109k | 52% | Dec 2025 |
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| Kingdom Financial Group | 1.8k | $79k | 100% | Dec 2025 |
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| Quest 10 Wealth Builders | 520.00 | $22k | 3% | Dec 2025 |
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| Networth Advisors | 490.00 | $21k | 100% | Dec 2025 |
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| Royal Bank of Canada | 200.00 | $9.0k | -74% | Sep 2025 |
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| Geneos Wealth Management | 42.00 | $1.8k | 0% | Dec 2025 |
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| IFP Advisors | 35.00 | $1.5k | 0% | Dec 2025 |
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| Assetmark | 9.00 | $385.000200 | 100% | Dec 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 |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 6.8k | $292k |
| Cetera Investment Advisers | Sep 2025 | 4.9k | $212k |
| UBS Group | Sep 2025 | 548.00 | $24k |
| Decker Retirement Planning | Sep 2025 | 74.00 | $3.2k |
| Richard W. Paul & Associates | Sep 2025 | 22.00 | $947.001000 |