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
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 |
|---|---|---|---|---|---|
| Southern Farm Bureau Life Insurance | 3.0M | $65M | 0% | Dec 2025 |
|
| Ferguson Shapiro | 2.3M | $49M | 4% | Mar 2026 |
|
| AE Wealth Management | 1.9M | $41M | -5% | Dec 2025 |
|
| Mid-American Wealth Advisory Group | 1.1M | $25M | 0% | Mar 2026 |
|
| HighTower Advisors | 920k | $20M | 1071% | Dec 2025 |
|
| Private Advisor | 873k | $19M | 100% | Dec 2025 |
|
| Reuter James Wealth Management | 872k | $19M | -22% | Dec 2025 |
|
| Altfest L J & Co | 853k | $19M | 2% | Dec 2025 |
|
| LPL Financial | 826k | $18M | 121% | Dec 2025 |
|
| Ancora Advisors | 821k | $18M | 0% | Dec 2025 |
|
| Lloyd Advisory Services | 691k | $15M | 11% | Dec 2025 |
|
| Insight Wealth Strategies | 666k | $14M | 4% | Mar 2026 |
|
| Financial Enhancement | 634k | $14M | 55% | Mar 2026 |
|
| Heck Capital Advisors | 429k | $9.0M | 50% | Mar 2026 |
|
| Park Edge Advisors | 380k | $8.0M | 0% | Mar 2026 |
|
| Evergreen Capital Management | 347k | $7.6M | 2% | Dec 2025 |
|
| Broussard Financial Group | 346k | $7.6M | 100% | Dec 2025 |
|
| Magnolia Private Wealth | 299k | $4.5M | 12% | Mar 2026 |
|
| Aprio Wealth Management | 296k | $6.5M | -3% | Dec 2025 |
|
| Cumberland Partners | 266k | $5.8M | 22% | Dec 2025 |
|
| Authentikos Wealth Advisory | 242k | $5.3M | -23% | Dec 2025 |
|
| Hollencrest Securities | 202k | $4.4M | 0% | Dec 2025 |
|
| Private Client Services | 199k | $4.2M | -4% | Mar 2026 |
|
| LifeWealth Investments | 163k | $3.4M | 7% | Mar 2026 |
|
| Howard Bailey Securities | 148k | $3.1M | -16% | Mar 2026 |
|
| Hilltop Holdings | 145k | $3.2M | 56% | Dec 2025 |
|
| B.O.S.S. Retirement Advisors | 144k | $3.2M | -44% | Dec 2025 |
|
| Great Lakes Retirement | 135k | $2.9M | -6% | Dec 2025 |
|
| Principal Securities | 130k | $2.8M | 25% | Dec 2025 |
|
| Gladstone Institutional Advisory | 123k | $2.7M | -8% | Dec 2025 |
|
| Elevated Capital Advisors | 112k | $2.5M | -2% | Dec 2025 |
|
| Encompass More Asset Management | 92k | $2.0M | 3% | Dec 2025 |
|
| Kestra Private Wealth Services | 82k | $1.7M | 35% | Mar 2026 |
|
| Commonwealth Equity Services | 72k | $1.6M | -2% | Dec 2025 |
|
| Aegis Wealth Management | 70k | $1.5M | -7% | Mar 2026 |
|
| Belpointe Asset Management | 67k | $1.5M | 21% | Dec 2025 |
|
| Proficio Capital Partners | 62k | $1.4M | -73% | Dec 2025 |
|
| IHT Wealth Management | 61k | $1.3M | 5% | Dec 2025 |
|
| Integrated Wealth Management | 58k | $1.2M | -2% | Mar 2026 |
|
| Summit Financial | 54k | $1.2M | -19% | Dec 2025 |
|
| Centennial Advisors | 52k | $1.1M | -4% | Mar 2026 |
|
| Csenge Advisory Group | 44k | $965k | -2% | Dec 2025 |
|
| WESPAC Advisors | 42k | $927k | -21% | Dec 2025 |
|
| Kingdom Financial Group | 41k | $890k | 66% | Dec 2025 |
|
| SMART Wealth | 34k | $717k | 1% | Mar 2026 |
|
| Straight Path Wealth Management | 32k | $685k | 3% | Mar 2026 |
|
| Golden Reserve Retirement | 30k | $641k | 136% | Mar 2026 |
|
| 4wealth Advisors | 30k | $647k | -3% | Dec 2025 |
|
| Pekin, Singer Strauss Asset Management | 28k | $616k | -15% | Dec 2025 |
|
| Envestnet Asset Management | 26k | $578k | 11% | Dec 2025 |
|
| Equitable Holdings | 26k | $570k | 100% | Dec 2025 |
|
| Farther Finance Advisors | 21k | $441k | -43% | Mar 2026 |
|
| Citadel Advisors | 20k | $445k | -90% | Dec 2025 |
|
| Susquehanna International | 20k | $439k | 100% | Dec 2025 |
|
| Anchor Investment Management | 20k | $435k | -1% | Dec 2025 |
|
| Mml Investors Services | 20k | $426k | 13% | Dec 2025 |
|
| Evolution Wealth Management | 19k | $416k | 30% | Dec 2025 |
|
| Old Mission Capital | 19k | $410k | -80% | Dec 2025 |
|
| Jane Street | 15k | $329k | -52% | Dec 2025 |
|
| CWC Advisors | 15k | $309k | -9% | Mar 2026 |
|
| Goldman Sachs Group | 14k | $302k | 100% | Dec 2025 |
|
| KPP Advisory Services | 14k | $288k | 100% | Mar 2026 |
|
| Clarity Financial | 13k | $291k | 100% | Dec 2025 |
|
| Welch Group | 13k | $269k | 100% | Mar 2026 |
|
| Foundations Investment Advisors | 13k | $279k | 37% | Dec 2025 |
|
| FSA Advisors | 12k | $267k | 100% | Dec 2025 |
|
| BCJ Capital Management | 12k | $260k | 100% | Dec 2025 |
|
| FSR Wealth Management | 11k | $247k | -25% | Dec 2025 |
|
| Longview Financial Advisors | 10k | $217k | 0% | Mar 2026 |
|
| Advisor Group Holdings | 9.5k | $207k | 70% | Dec 2025 |
|
| Networth Advisors | 8.8k | $185k | -11% | Mar 2026 |
|
| Quest 10 Wealth Builders | 8.0k | $175k | 3% | Dec 2025 |
|
| Group One Trading | 6.0k | $132k | -71% | Dec 2025 |
|
| Signature | 4.6k | $98k | 100% | Mar 2026 |
|
| IFP Advisors | 3.3k | $69k | -45% | Mar 2026 |
|
| Key Capital Management | 3.2k | $71k | 100% | Dec 2025 |
|
| Colonial Trust Co / SC | 2.0k | $44k | 0% | Dec 2025 |
|
| Us Bancorp | 900.00 | $20k | 0% | Dec 2025 |
|
| Private Trust Co Na | 820.00 | $18k | 0% | Dec 2025 |
|
| Geneos Wealth Management | 781.00 | $17k | -44% | Dec 2025 |
|
| National Bank Of Canada /fi/ | 634.00 | $14k | -75% | Dec 2025 |
|
| Flagship Harbor Advisors | 550.00 | $12k | 100% | Dec 2025 |
|
| Rockefeller Capital Management | 550.00 | $12k | 100% | Dec 2025 |
|
| Virtus ETF Advisers | 431.00 | $9.4k | -4% | Dec 2025 |
|
| Assetmark | 58.00 | $1.3k | 100% | Dec 2025 |
|
| Wells Fargo & Company | 2.00 | $40.000000 | 100% | Dec 2025 |
|
Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Family Management Corporation | Sep 2025 | 33k | $716k |
| Ausdal Financial Partners | Sep 2025 | 32k | $700k |
| Professional Financial Advisors | Dec 2025 | 26k | $575k |
| Magnus Financial Group | Dec 2025 | 14k | $305k |
| Brighton Jones | Sep 2025 | 11k | $229k |
| Simplex Trading | Sep 2025 | 8.7k | $190k |
| Advisory Services Network | Sep 2025 | 469.00 | $10k |
| Painted Porch Advisors | Sep 2025 | 285.00 | $6.2k |
| Richard W. Paul & Associates | Sep 2025 | 263.00 | $5.7k |