Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: TUA
- CUSIP Number: 82889n657
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 |
|---|---|---|---|---|---|
| GenTrust | 3.3M | $68M | 15% | Jun 2026 |
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| AE Wealth Management | 2.0M | $42M | 6% | Jun 2026 |
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| HighTower Advisors | 1.7M | $35M | 45% | Jun 2026 |
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| Mid-American Wealth Advisory Group | 1.5M | $28M | -3% | Sep 2026 |
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| True Wealth Design | 1.4M | $26M | 100% | Sep 2026 |
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| Ancora Advisors | 997k | $20M | 1% | Jun 2026 |
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| Lloyd Advisory Services | 679k | $14M | 1676% | Jun 2026 |
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| Altfest L J & Co | 661k | $13M | 29% | Sep 2026 |
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| LPL Financial | 432k | $8.8M | -44% | Jun 2026 |
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| Park Edge Advisors | 370k | $7.0M | 4% | Sep 2026 |
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| Heck Capital Advisors | 317k | $6.0M | -29% | Sep 2026 |
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| Authentikos Wealth Advisory | 263k | $5.4M | 6% | Jun 2026 |
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| Magnolia Private Wealth | 243k | $3.2M | -19% | Jun 2026 |
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| Citadel Advisors | 232k | $4.7M | 431% | Jun 2026 |
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| Professional Financial Management | 206k | $3.9M | 0% | Sep 2026 |
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| Hollencrest Securities | 201k | $4.1M | 0% | Jun 2026 |
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| Elevated Capital Advisors | 163k | $3.3M | -2% | Jun 2026 |
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| Howard Bailey Securities | 150k | $2.9M | -4% | Sep 2026 |
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| Principal Securities | 136k | $2.8M | -11% | Jun 2026 |
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| B.O.S.S. Retirement Advisors | 134k | $2.5M | -4% | Sep 2026 |
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| Private Client Services | 133k | $2.5M | 1% | Sep 2026 |
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| Great Lakes Retirement | 112k | $2.1M | -8% | Sep 2026 |
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| Gladstone Institutional Advisory | 100k | $2.0M | -11% | Jun 2026 |
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| Envestnet Asset Management | 89k | $1.8M | 100% | Jun 2026 |
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| Aprio Wealth Management | 88k | $1.7M | -58% | Sep 2026 |
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| Ferguson Shapiro | 87k | $1.7M | -84% | Sep 2026 |
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| Royal Bank of Canada | 80k | $1.6M | 0% | Jun 2026 |
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| Aegis Wealth Management | 73k | $1.4M | -3% | Sep 2026 |
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| Integrated Wealth Management | 63k | $1.2M | -1% | Sep 2026 |
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| Golden Reserve Retirement | 59k | $1.2M | 93% | Jun 2026 |
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| Centennial Advisors | 54k | $1.0M | -6% | Sep 2026 |
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| IHT Wealth Management | 53k | $1.1M | -22% | Jun 2026 |
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| Tounjian Advisory Partners | 49k | $1.0M | 100% | Jun 2026 |
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| Goldman Sachs Group | 41k | $837k | 0% | Jun 2026 |
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| Hrt Financial | 39k | $796k | 20% | Jun 2026 |
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| Kingdom Financial Group | 38k | $782k | 0% | Jun 2026 |
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| LifeWealth Investments | 38k | $725k | -78% | Sep 2026 |
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| IFG Advisory | 35k | $704k | 100% | Jun 2026 |
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| Csenge Advisory Group | 33k | $670k | -25% | Jun 2026 |
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| Straight Path Wealth Management | 31k | $583k | -3% | Sep 2026 |
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| Sky Investment Group | 26k | $489k | 100% | Sep 2026 |
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| Simplify Asset Management | 24k | $452k | -100% | Sep 2026 |
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| MGO Private Wealth | 22k | $447k | 0% | Jun 2026 |
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| 4wealth Advisors | 21k | $394k | -2% | Sep 2026 |
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| Valen Private Capital | 20k | $379k | 100% | Sep 2026 |
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| Cumberland Partners | 19k | $393k | 0% | Jun 2026 |
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| Commonwealth Equity Services | 18k | $369k | -76% | Jun 2026 |
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| SMART Wealth | 18k | $364k | -48% | Jun 2026 |
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| Anchor Investment Management | 17k | $355k | -13% | Jun 2026 |
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| Montgomery Financial Services | 17k | $354k | 100% | Jun 2026 |
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| Mml Investors Services | 16k | $333k | 100% | Jun 2026 |
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| Evolution Wealth Management | 16k | $309k | -1% | Sep 2026 |
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| Welch Group | 16k | $301k | 17% | Sep 2026 |
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| GFS Advisors | 15k | $91k | 100% | Jun 2026 |
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| FSA Advisors | 14k | $292k | 6% | Jun 2026 |
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| Broussard Financial Group | 14k | $266k | -96% | Sep 2026 |
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| Advisor Group Holdings | 13k | $260k | -21% | Jun 2026 |
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| CWC Advisors | 12k | $227k | -19% | Sep 2026 |
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| Astoria Portfolio Advisors | 11k | $233k | 100% | Jun 2026 |
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| FSR Wealth Management | 11k | $216k | -6% | Sep 2026 |
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| AQR Capital Management | 11k | $218k | 100% | Jun 2026 |
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| Brighton Jones | 11k | $218k | 100% | Jun 2026 |
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| Rinkey Investments | 10k | $196k | 100% | Sep 2026 |
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| Group One Trading | 10k | $207k | 12% | Jun 2026 |
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| Networth Advisors | 10k | $206k | 15% | Jun 2026 |
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| Clarity Financial | 10k | $205k | 0% | Jun 2026 |
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| Farther Finance Advisors | 7.9k | $150k | -66% | Sep 2026 |
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| Key Capital Management | 4.2k | $87k | 14% | Jun 2026 |
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| Simplex Trading | 3.0k | $62k | -50% | Jun 2026 |
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| Decker Retirement Planning | 2.4k | $45k | 0% | Sep 2026 |
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| Quest 10 Wealth Builders | 2.1k | $43k | -74% | Jun 2026 |
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| Us Bancorp | 900.00 | $18k | 100% | Jun 2026 |
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| Geneos Wealth Management | 790.00 | $16k | 1% | Jun 2026 |
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| National Bank Of Canada /fi/ | 634.00 | $13k | 0% | Jun 2026 |
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| Mosley Wealth Management | 545.00 | $11k | 38% | Sep 2026 |
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| Northwestern Mutual Wealth Management Company | 340.00 | $6.9k | 100% | Jun 2026 |
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| Virtus ETF Advisers | 304.00 | $6.2k | 18% | Jun 2026 |
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| FMR | 270.00 | $5.5k | 100% | Jun 2026 |
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| Compass Financial Management | 199.00 | $3.8k | 0% | Sep 2026 |
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| Steward Partners Investment Advisory | 146.00 | $3.0k | -31% | Jun 2026 |
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| UBS Group | 97.00 | $2.0k | 100% | Jun 2026 |
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| Wells Fargo & Company | 1.00 | $14.000000 | 0% | Jun 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Southern Farm Bureau Life Insurance | Jun 2026 | 3.0M | $61M |
| BCJ Capital Management | Jun 2026 | 1.2M | $26M |
| Financial Enhancement | Jun 2026 | 845k | $17M |
| Encompass More Asset Management | Jun 2026 | 426k | $8.7M |
| Hilltop Holdings | Mar 2026 | 57k | $1.2M |
| Evergreen Capital Management | Jun 2026 | 44k | $899k |
| Belpointe Asset Management | Mar 2026 | 38k | $810k |
| Evoke Wealth | Mar 2026 | 33k | $697k |
| Pekin, Singer Strauss Asset Management | Mar 2026 | 30k | $631k |
| Equitable Holdings | Mar 2026 | 26k | $570k |
| Jane Street | Mar 2026 | 26k | $542k |
| KPP Advisory Services | Jun 2026 | 14k | $279k |
| Harbour Capital Advisors | Jun 2026 | 10k | $206k |
| Signature | Jun 2026 | 5.3k | $109k |
| Colonial Trust Co / SC | Mar 2026 | 2.0k | $42k |
| Private Trust Co Na | Jun 2026 | 820.00 | $17k |
| Aptus Capital Advisors | Mar 2026 | 500.00 | $11k |
| Hantz Financial Services | Mar 2026 | 315.00 | $7.0k |