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 |
|---|---|---|---|---|---|
| AE Wealth Management | 788k | $13M | 13% | Jun 2026 |
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| Owen LaRue | 463k | $7.4M | 99% | Jun 2026 |
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| Elevated Capital Advisors | 346k | $5.6M | 14% | Jun 2026 |
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| Key Capital Management | 186k | $3.0M | 9% | Jun 2026 |
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| Jane Street | 185k | $3.0M | -9% | Jun 2026 |
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| Visionary Wealth Advisors | 162k | $2.6M | -9% | Jun 2026 |
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| One Capital Management | 130k | $2.0M | 0% | Jun 2026 |
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| Howard Bailey Securities | 123k | $2.0M | 1% | Jun 2026 |
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| Park Edge Advisors | 119k | $1.9M | 22% | Jun 2026 |
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| B.O.S.S. Retirement Advisors | 109k | $1.7M | 9% | Jun 2026 |
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| FSA Advisors | 99k | $1.6M | 14% | Jun 2026 |
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| Captrust Financial Advisors | 73k | $1.2M | -11% | Jun 2026 |
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| Citadel Advisors | 69k | $1.1M | -30% | Jun 2026 |
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| Commonwealth Equity Services | 68k | $1.1M | -45% | Jun 2026 |
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| Authentikos Wealth Advisory | 58k | $932k | -4% | Jun 2026 |
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| Blackston Financial Advisory Group | 57k | $910k | 7% | Jun 2026 |
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| Claris Financial | 53k | $807k | 9% | Mar 2026 |
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| Tactive Advisors | 52k | $836k | -10% | Jun 2026 |
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| Beacon Capital Management | 52k | $833k | -27% | Jun 2026 |
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| Cambridge Advisors | 52k | $828k | 4% | Jun 2026 |
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| Mosley Wealth Management | 46k | $741k | 347% | Jun 2026 |
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| Legacy Wealth Managment | 45k | $719k | -55% | Jun 2026 |
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| Discipline Wealth Solutions | 44k | $700k | 25% | Jun 2026 |
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| Networth Advisors | 41k | $657k | 13% | Jun 2026 |
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| Sigma Planning | 40k | $647k | 4% | Jun 2026 |
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| Mml Investors Services | 40k | $638k | 22% | Jun 2026 |
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| Envestnet Asset Management | 39k | $623k | 17% | Jun 2026 |
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| Maridea Wealth Management | 34k | $545k | 33% | Jun 2026 |
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| LPL Financial | 30k | $477k | -10% | Jun 2026 |
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| Susquehanna International | 22k | $354k | 100% | Jun 2026 |
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| Mather Group | 21k | $332k | -31% | Jun 2026 |
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| Lloyd Advisory Services | 20k | $327k | 100% | Jun 2026 |
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| Wealthcare Advisory Partners | 19k | $297k | 0% | Jun 2026 |
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| Silver Oak Securities | 18k | $288k | 100% | Jun 2026 |
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| Old Mission Capital | 17k | $273k | 68% | Jun 2026 |
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| Koshinski Asset Management | 14k | $220k | 22% | Mar 2026 |
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| Fiduciary Alliance | 14k | $220k | 1% | Jun 2026 |
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| Ignite Planners | 13k | $207k | 14% | Jun 2026 |
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| Decker Retirement Planning | 12k | $192k | 3% | Jun 2026 |
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| Zazove Associates | 11k | $175k | 0% | Jun 2026 |
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| Arkadios Wealth Advisors | 11k | $172k | 5% | Jun 2026 |
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| Stirlingshire Investments | 10k | $163k | -54% | Jun 2026 |
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| Hanson McClain Advisors | 10k | $160k | 0% | Jun 2026 |
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| SRS Capital Advisors | 9.5k | $153k | -6% | Jun 2026 |
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| Luminist Capital | 9.4k | $151k | 37% | Jun 2026 |
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| Tounjian Advisory Partners | 6.2k | $100k | 100% | Jun 2026 |
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| Aptus Capital Advisors | 4.7k | $75k | -42% | Jun 2026 |
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| Strive Financial Group | 4.5k | $73k | 26% | Jun 2026 |
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| CoreCap Advisors | 3.8k | $62k | -31% | Jun 2026 |
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| POM Investment Strategies | 3.3k | $53k | -56% | Jun 2026 |
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| Jpmorgan Chase & Co | 3.3k | $53k | 100% | Jun 2026 |
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| Farther Finance Advisors | 2.8k | $44k | 5% | Jun 2026 |
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| Anfield Capital Management | 2.7k | $41k | 0% | Mar 2026 |
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| Huntington National Bank | 2.0k | $32k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 2.0k | $32k | 100% | Jun 2026 |
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| Crewe Advisors | 1.2k | $20k | 2% | Jun 2026 |
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| Hartland & Co | 1.2k | $19k | -18% | Jun 2026 |
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| BlackRock | 1.2k | $19k | 0% | Jun 2026 |
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| Montgomery Financial Services | 1.1k | $18k | 100% | Jun 2026 |
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| Buck Wealth Strategies | 1.1k | $17k | 100% | Jun 2026 |
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| Allied Private Wealth | 1.0k | $16k | 100% | Jun 2026 |
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| Simplex Trading | 999.00 | $16k | -92% | Jun 2026 |
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| SHP Wealth Management | 760.00 | $12k | 0% | Jun 2026 |
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| Smartleaf Asset Management | 685.00 | $11k | 0% | Jun 2026 |
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| Triumph Capital Management | 520.00 | $8.0k | 0% | Mar 2026 |
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| Advisor Group Holdings | 273.00 | $4.4k | 11% | Jun 2026 |
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| UBS Group | 237.00 | $3.8k | -76% | Jun 2026 |
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| WealthTrust DunckerStreett | 200.00 | $3.2k | 0% | Jun 2026 |
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| MRP Capital Investments | 200.00 | $3.2k | 0% | Jun 2026 |
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| Beacon Investment Advisory Services | 131.00 | $2.1k | 100% | Jun 2026 |
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| IFP Advisors | 106.00 | $1.7k | -97% | Jun 2026 |
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| Larson Financial Group | 101.00 | $1.6k | 10000% | Jun 2026 |
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| CWM | 48.00 | $738.000000 | -98% | Mar 2026 |
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| Silver Grove Financial Group | 9.00 | $144.000000 | 100% | Jun 2026 |
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| Tower Research Capital | 7.00 | $112.000000 | 100% | Jun 2026 |
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| Morgan Stanley | 3.00 | $51.999900 | 50% | Mar 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cavalier Investments | Mar 2026 | 261k | $4.0M |
| Streettalk Advisors | Mar 2026 | 31k | $477k |
| Summit Financial | Mar 2026 | 22k | $333k |
| IMC-Chicago | Mar 2026 | 21k | $325k |
| Belvedere Trading | Mar 2026 | 21k | $319k |
| RFG Advisory | Mar 2026 | 18k | $280k |
| Advisor OS | Mar 2026 | 12k | $185k |
| Gaddis Premier Wealth Advisors | Mar 2026 | 11k | $161k |
| J Hagan Capital | Mar 2026 | 10k | $160k |
| Whipplewood Advisors | Mar 2026 | 5.7k | $87k |
| Sound Income Strategies | Mar 2026 | 1.6k | $25k |
| Us Bancorp | Dec 2025 | 900.00 | $16k |
| Stance Capital | Mar 2026 | 519.00 | $8.0k |
| Root Financial Partners | Mar 2026 | 257.00 | $3.9k |
| Royal Bank of Canada | Mar 2026 | 114.00 | $1.8k |