Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: SVOL
- CUSIP Number: 82889n863
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 |
|---|---|---|---|---|---|
| Peak Financial Advisors | 487k | $10M | 2% | Dec 2024 |
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| Legacy Investment Solutions | 483k | $11M | 100% | Sep 2024 |
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| Legacy Wealth Managment | 483k | $11M | 100% | Sep 2024 |
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| Beacon Capital Management | 415k | $8.6M | 100% | Dec 2024 |
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| Citadel Advisors | 393k | $8.6M | 495% | Sep 2024 |
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| Commonwealth Equity Services | 350k | $7.7M | 28% | Sep 2024 |
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| Cumberland Partners | 323k | $7.1M | 7% | Sep 2024 |
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| Parkside Investments | 318k | $6.6M | 4% | Dec 2024 |
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| AE Wealth Management | 221k | $4.8M | 55% | Sep 2024 |
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| One Capital Management | 116k | $2.6M | 1% | Sep 2024 |
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| AlphaStar Capital Management | 105k | $2.2M | 30% | Dec 2024 |
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| Diversify Advisory Services | 100k | $2.0M | 22% | Dec 2024 |
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| 3EDGE Asset Management | 95k | $2.1M | 10% | Sep 2024 |
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| Arete Wealth Advisors | 90k | $2.0M | 100% | Sep 2024 |
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| Visionary Wealth Advisors | 88k | $1.9M | 35% | Sep 2024 |
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| Captrust Financial Advisors | 85k | $1.9M | -8% | Sep 2024 |
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| Mount Lucas Management Corporation | 83k | $1.8M | 100% | Sep 2024 |
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| Smith Anglin Financial | 80k | $1.7M | -6% | Dec 2024 |
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| Andina Capital Management | 73k | $1.5M | 29% | Dec 2024 |
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| Principal Securities | 71k | $1.5M | 19% | Dec 2024 |
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| Lakeview Capital Partners | 63k | $1.4M | 32% | Sep 2024 |
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| Envestnet Asset Management | 61k | $1.3M | 100% | Sep 2024 |
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| Park Edge Advisors | 61k | $1.3M | 20% | Dec 2024 |
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| Drive Wealth Management | 60k | $1.2M | 23% | Dec 2024 |
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| Jane Street | 59k | $1.3M | -72% | Sep 2024 |
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| Arq Wealth Advisors | 56k | $1.3M | 100% | Sep 2024 |
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| Resources Investment Advisors | 52k | $1.2M | -93% | Sep 2024 |
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| Elevated Capital Advisors | 50k | $1.0M | 100% | Dec 2024 |
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| LPL Financial | 46k | $1.0M | 100% | Sep 2024 |
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| Cambridge Advisors | 46k | $962k | 23% | Dec 2024 |
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| Bank of America Corporation | 40k | $880k | 76% | Sep 2024 |
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| Fiduciary Alliance | 40k | $825k | 100% | Dec 2024 |
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| CPA Asset Management | 38k | $839k | 81% | Sep 2024 |
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| Ausdal Financial Partners | 34k | $736k | 0% | Sep 2024 |
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| Arkadios Wealth Advisors | 32k | $665k | 5% | Dec 2024 |
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| FSA Advisors | 31k | $644k | 100% | Dec 2024 |
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| EPG Wealth Management | 30k | $667k | 100% | Sep 2024 |
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| Collaborative Wealth Managment | 30k | $650k | 17% | Sep 2024 |
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| Clarity Capital Partners | 26k | $541k | 92% | Dec 2024 |
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| Napa Wealth Management | 25k | $555k | 100% | Sep 2024 |
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| Atlas Financial Advisors | 23k | $501k | 10% | Sep 2024 |
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| HBW Advisory Services | 22k | $462k | -25% | Dec 2024 |
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| Aspen Wealth Strategies | 22k | $487k | 1% | Sep 2024 |
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| CAP Partners | 20k | $419k | 10% | Dec 2024 |
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| Aptus Capital Advisors | 20k | $433k | -4% | Sep 2024 |
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| Hrt Financial | 19k | $405k | -55% | Sep 2024 |
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| Retirement Planning Group | 18k | $399k | -7% | Sep 2024 |
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| Janney Montgomery Scott | 18k | $376k | 0% | Dec 2024 |
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| B.O.S.S. Retirement Advisors | 16k | $336k | 100% | Dec 2024 |
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| Atria Wealth Solutions | 16k | $352k | 17% | Sep 2024 |
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| Sigma Planning | 15k | $337k | 100% | Sep 2024 |
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| Mariner Wealth Advisors | 13k | $278k | 100% | Sep 2024 |
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| Prosperity Wealth Management | 11k | $251k | 100% | Sep 2024 |
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| Belpointe Asset Management | 10k | $229k | 1024% | Sep 2024 |
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| Sheaff Brock Investment Advisors | 10k | $208k | 6% | Dec 2024 |
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| Jpmorgan Chase & Co | 7.6k | $166k | -50% | Sep 2024 |
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| Royal Bank of Canada | 7.3k | $166k | 1631% | Sep 2024 |
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| SRS Capital Advisors | 7.3k | $159k | 4% | Sep 2024 |
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| Simplex Trading | 6.1k | $134k | 100% | Sep 2024 |
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| FSC Wealth Advisors | 4.6k | $95k | 100% | Dec 2024 |
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| TD Waterhouse Canada | 3.6k | $77k | 100% | Sep 2024 |
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| Decker Retirement Planning | 3.5k | $73k | 100% | Dec 2024 |
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| Bank Of Montreal | 2.6k | $56k | 100% | Sep 2024 |
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| CWM | 2.2k | $48k | 3974% | Sep 2024 |
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| Iron Horse Wealth Management | 2.2k | $48k | 38% | Sep 2024 |
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| Farther Finance Advisors | 2.2k | $48k | 100% | Sep 2024 |
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| CoreCap Advisors | 1.5k | $33k | -97% | Sep 2024 |
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| Crewe Advisors | 1.3k | $27k | 100% | Dec 2024 |
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| ORG Wealth Partners | 1.1k | $24k | 0% | Dec 2024 |
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| Atlantic Trust | 1.0k | $22k | -48% | Sep 2024 |
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| FSA Wealth Management | 1.0k | $22k | 100% | Sep 2024 |
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| Westside Investment Management | 500.00 | $10k | 100% | Dec 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 360.00 | $7.5k | 64% | Dec 2024 |
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| Headlands Technologies | 300.00 | $6.6k | 100% | Sep 2024 |
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| Advisor Group Holdings | 216.00 | $4.7k | 100% | Sep 2024 |
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| Pin Oak Investment Advisors | 115.00 | $2.0k | 10% | Sep 2024 |
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| WR Wealth Planners | 90.00 | $2.0k | 0% | Sep 2024 |
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| Signature | 53.00 | $1.2k | 4% | Sep 2024 |
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| TCTC Holdings | 8.00 | $176.000000 | 0% | Sep 2024 |
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| FMR | 2.00 | $44.000000 | 0% | Sep 2024 |
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| Larson Financial Group | 1.00 | $15.000000 | 0% | Sep 2024 |
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| UBS Group | 1.00 | $22.000000 | 0% | Sep 2024 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Renaissance Technologies | Jun 2024 | 120k | $2.7M |
| Mid-American Wealth Advisory Group | Sep 2024 | 27k | $596k |
| Two Sigma Securities | Jun 2024 | 24k | $539k |
| Citizens Financial Group | Jun 2024 | 15k | $337k |
| Old Mission Capital | Jun 2024 | 14k | $306k |
| JT Stratford | Jun 2024 | 13k | $295k |
| Integrated Wealth Concepts | Jun 2024 | 11k | $249k |
| Toroso Investments | Jun 2024 | 8.9k | $200k |
| Partnership Wealth Management | Sep 2024 | 2.2k | $48k |
| Glassman Wealth Services | Jun 2024 | 525.00 | $12k |
| Ancora Advisors | Jun 2024 | 101.00 | $2.3k |