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 | 680k | $31M | 2% | Jun 2026 |
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| Integrated Wealth Concepts | 327k | $15M | 11% | Jun 2026 |
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| Commonwealth Equity Services | 259k | $12M | 278% | Jun 2026 |
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| Entrewealth | 252k | $12M | 6% | Jun 2026 |
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| AE Wealth Management | 136k | $6.2M | -26% | Jun 2026 |
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| Evolution Wealth Management | 109k | $5.0M | 6% | Jun 2026 |
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| Lloyd Advisory Services | 34k | $1.6M | 2003% | Jun 2026 |
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| Financial Enhancement | 33k | $1.5M | -3% | Jun 2026 |
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| Manhattan West Asset Management | 14k | $657k | 100% | Jun 2026 |
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| Noble Wealth Management PBC | 13k | $607k | -9% | Jun 2026 |
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| Fiduciary Alliance | 13k | $581k | 0% | Jun 2026 |
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| LPL Financial | 13k | $570k | 10% | Jun 2026 |
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| Elevated Capital Advisors | 12k | $549k | -7% | Jun 2026 |
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| B.O.S.S. Retirement Advisors | 11k | $504k | -2% | Jun 2026 |
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| Howard Bailey Securities | 11k | $478k | -2% | Jun 2026 |
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| Envestnet Asset Management | 7.6k | $347k | 100% | Jun 2026 |
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| Mercer Global Advisors | 7.3k | $334k | -31% | Jun 2026 |
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| Modern Wealth Management | 5.6k | $254k | 0% | Jun 2026 |
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| Creative Planning | 5.5k | $253k | 100% | Jun 2026 |
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| Integrated Wealth Management | 4.8k | $217k | 100% | Jun 2026 |
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| Aptus Capital Advisors | 4.2k | $191k | 63% | Jun 2026 |
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| Tounjian Advisory Partners | 3.7k | $170k | 100% | Jun 2026 |
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| CWM | 3.7k | $145k | -75% | Mar 2026 |
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| BlackRock | 3.1k | $143k | 0% | Jun 2026 |
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| IFG Advisory | 2.3k | $105k | 100% | Jun 2026 |
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| Kingdom Financial Group | 1.5k | $69k | -8% | Jun 2026 |
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| Montgomery Financial Services | 1.3k | $60k | 100% | Jun 2026 |
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| O'shaughnessy Asset Management | 842.00 | $39k | 100% | Jun 2026 |
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| Networth Advisors | 444.00 | $20k | -2% | Jun 2026 |
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| Jpmorgan Chase & Co | 290.00 | $13k | 100% | Jun 2026 |
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| UBS Group | 172.00 | $7.9k | -65% | Jun 2026 |
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| Quest 10 Wealth Builders | 140.00 | $6.4k | -72% | Jun 2026 |
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| Decker Retirement Planning | 105.00 | $4.8k | 100% | Jun 2026 |
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| Geneos Wealth Management | 43.00 | $1.9k | 2% | Jun 2026 |
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| Advisor Group Holdings | 17.00 | $776.000700 | 0% | Jun 2026 |
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| Assetmark | 9.00 | $411.000300 | -93% | Jun 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 |
|---|---|---|---|
| Old Mission Capital | Mar 2026 | 11k | $445k |
| Capital Group Private Client Services | Mar 2026 | 6.5k | $258k |
| IFP Advisors | Mar 2026 | 35.00 | $1.4k |
| Hantz Financial Services | Mar 2026 | 17.00 | $999.999500 |