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 | 667k | $27M | -26% | Mar 2026 |
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| Integrated Wealth Concepts | 293k | $12M | -10% | Mar 2026 |
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| Entrewealth | 238k | $9.4M | 4% | Mar 2026 |
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| AE Wealth Management | 182k | $7.2M | 41% | Mar 2026 |
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| Evolution Wealth Management | 103k | $4.1M | 37% | Mar 2026 |
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| Commonwealth Equity Services | 69k | $2.7M | -3% | Mar 2026 |
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| Financial Enhancement | 34k | $1.5M | 0% | Mar 2026 |
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| CWM | 15k | $638k | -7% | Dec 2025 |
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| Noble Wealth Management PBC | 15k | $573k | -1% | Mar 2026 |
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| Elevated Capital Advisors | 13k | $509k | 100% | Mar 2026 |
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| Fiduciary Alliance | 13k | $540k | -1% | Mar 2026 |
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| LPL Financial | 11k | $447k | 1% | Mar 2026 |
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| B.O.S.S. Retirement Advisors | 11k | $445k | -8% | Mar 2026 |
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| Howard Bailey Securities | 11k | $420k | -15% | Mar 2026 |
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| Mercer Global Advisors | 11k | $416k | -34% | Mar 2026 |
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| Capital Group Private Client Services | 6.5k | $258k | 100% | Mar 2026 |
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| Modern Wealth Management | 5.6k | $238k | 0% | Dec 2025 |
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| BlackRock | 3.1k | $124k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 2.6k | $101k | 0% | Mar 2026 |
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| Lloyd Advisory Services | 1.6k | $64k | -96% | Mar 2026 |
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| Kingdom Financial Group | 1.6k | $64k | -11% | Mar 2026 |
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| Quest 10 Wealth Builders | 505.00 | $20k | -3% | Mar 2026 |
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| UBS Group | 488.00 | $19k | 100% | Mar 2026 |
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| Networth Advisors | 453.00 | $18k | -8% | Mar 2026 |
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| Assetmark | 134.00 | $5.3k | 1389% | Mar 2026 |
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| Geneos Wealth Management | 42.00 | $1.7k | 0% | Mar 2026 |
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| IFP Advisors | 35.00 | $1.4k | 0% | Mar 2026 |
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| Hantz Financial Services | 17.00 | $999.999500 | 100% | Mar 2026 |
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| Morgan Stanley | 1.00 | $47.000000 | -99% | Mar 2026 |
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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 |
| LifeWealth Investments | Dec 2025 | 5.7k | $244k |
| Integrated Wealth Management | Dec 2025 | 4.8k | $206k |
| Royal Bank of Canada | Sep 2025 | 200.00 | $9.0k |