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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Cumberland Partners | 361k | $8.1M | 44% | Dec 2023 |
|
| Peak Financial Advisors | 342k | $7.8M | 30% | Mar 2024 |
|
| AlphaStar Capital Management | 155k | $3.5M | 95% | Dec 2023 |
|
| AE Wealth Management | 152k | $3.5M | 105% | Dec 2023 |
|
| Commonwealth Equity Services | 136k | $3.1M | 7% | Dec 2023 |
|
| Citadel Advisors | 118k | $2.7M | 126% | Dec 2023 |
|
| Castleview Partners | 105k | $2.4M | 100% | Dec 2023 |
|
| Captrust Financial Advisors | 90k | $2.0M | -12% | Dec 2023 |
|
| Arete Wealth Advisors | 73k | $1.7M | 100% | Dec 2023 |
|
| Smith Anglin Financial | 71k | $1.6M | 39% | Dec 2023 |
|
| Lakeview Capital Partners | 48k | $1.1M | 5% | Dec 2023 |
|
| Jane Street | 45k | $1.0M | 100% | Dec 2023 |
|
| Park Edge Advisors | 35k | $794k | 92% | Mar 2024 |
|
| Ausdal Financial Partners | 34k | $759k | 1% | Mar 2024 |
|
| HBW Advisory Services | 30k | $692k | 0% | Mar 2024 |
|
| Cambridge Advisors | 26k | $590k | 7% | Mar 2024 |
|
| Lee Financial Group Hawaii | 24k | $548k | 100% | Dec 2023 |
|
| Andina Capital Management | 24k | $545k | 100% | Mar 2024 |
|
| Worth Asset Management | 22k | $492k | -52% | Mar 2024 |
|
| Visionary Wealth Advisors | 21k | $477k | 92% | Dec 2023 |
|
| Janney Montgomery Scott | 18k | $412k | 43% | Dec 2023 |
|
| Collaborative Wealth Managment | 17k | $382k | 0% | Dec 2023 |
|
| EPG Wealth Management | 15k | $341k | 11% | Dec 2023 |
|
| Citizens Financial Group | 15k | $342k | 100% | Dec 2023 |
|
| CWM | 14k | $317k | -11% | Mar 2024 |
|
| Toroso Investments | 10k | $229k | -30% | Dec 2023 |
|
| CAP Partners | 9.7k | $220k | 100% | Mar 2024 |
|
| Hrt Financial | 9.6k | $218k | -82% | Dec 2023 |
|
| Jpmorgan Chase & Co | 5.8k | $133k | -66% | Dec 2023 |
|
| Fortitude Family Office | 3.7k | $84k | 100% | Mar 2024 |
|
| SRS Capital Advisors | 2.3k | $53k | 103% | Dec 2023 |
|
| Iron Horse Wealth Management | 1.6k | $36k | 0% | Mar 2024 |
|
| Advisor Group Holdings | 1.3k | $29k | 0% | Dec 2023 |
|
| Royal Bank of Canada | 779.00 | $18k | 100% | Dec 2023 |
|
| New Millennium Group | 684.00 | $16k | 100% | Dec 2023 |
|
| UBS Group | 652.00 | $15k | -55% | Dec 2023 |
|
| Tucker Asset Management | 220.00 | $5.0k | 0% | Dec 2023 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 220.00 | $5.0k | 0% | Dec 2023 |
|
| Advisory Services Network | 200.00 | $4.6k | 100% | Dec 2023 |
|
| VitalStone Financial | 122.00 | $3.0k | 100% | Dec 2023 |
|
| Capital Investment Advisory Services | 59.00 | $1.3k | 0% | Dec 2023 |
|
| Bank of America Corporation | 19.00 | $433.000500 | 100% | Dec 2023 |
|
| Larson Financial Group | 1.00 | $14.000000 | 0% | Dec 2023 |
|
Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| IFP Advisors | Sep 2023 | 11k | $252k |
| Sound Income Strategies | Dec 2023 | 79.00 | $1.8k |