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 |
|---|---|---|---|---|---|
| Simplify Asset Management | 4.8M | $98M | -13% | Jun 2026 |
|
| Southern Farm Bureau Life Insurance | 3.0M | $61M | 0% | Jun 2026 |
|
| GenTrust | 2.9M | $61M | 100% | Mar 2026 |
|
| AE Wealth Management | 1.9M | $40M | 2% | Mar 2026 |
|
| Mid-American Wealth Advisory Group | 1.5M | $31M | 32% | Jun 2026 |
|
| HighTower Advisors | 1.2M | $25M | 28% | Mar 2026 |
|
| Ancora Advisors | 990k | $21M | 21% | Mar 2026 |
|
| Financial Enhancement | 845k | $17M | 33% | Jun 2026 |
|
| LPL Financial | 765k | $16M | -7% | Mar 2026 |
|
| Ferguson Shapiro | 531k | $11M | -77% | Jun 2026 |
|
| Altfest L J & Co | 513k | $11M | -23% | Jun 2026 |
|
| Heck Capital Advisors | 447k | $9.1M | 4% | Jun 2026 |
|
| Park Edge Advisors | 355k | $7.2M | -7% | Jun 2026 |
|
| Broussard Financial Group | 349k | $7.1M | -6% | Jun 2026 |
|
| Magnolia Private Wealth | 299k | $4.5M | 12% | Mar 2026 |
|
| Authentikos Wealth Advisory | 249k | $5.3M | 3% | Mar 2026 |
|
| Aprio Wealth Management | 211k | $4.3M | -10% | Jun 2026 |
|
| Hollencrest Securities | 201k | $4.2M | 0% | Mar 2026 |
|
| Professional Financial Management | 198k | $4.2M | 8% | Mar 2026 |
|
| LifeWealth Investments | 171k | $3.5M | 4% | Jun 2026 |
|
| Elevated Capital Advisors | 166k | $3.5M | 48% | Mar 2026 |
|
| Principal Securities | 152k | $3.2M | 18% | Mar 2026 |
|
| Howard Bailey Securities | 148k | $3.1M | 100% | Mar 2026 |
|
| B.O.S.S. Retirement Advisors | 136k | $2.9M | -6% | Mar 2026 |
|
| Private Client Services | 133k | $2.7M | -33% | Jun 2026 |
|
| Great Lakes Retirement | 122k | $2.5M | -1% | Jun 2026 |
|
| Gladstone Institutional Advisory | 100k | $2.0M | -11% | Jun 2026 |
|
| Royal Bank of Canada | 80k | $1.7M | 100% | Mar 2026 |
|
| Aegis Wealth Management | 75k | $1.5M | 7% | Jun 2026 |
|
| IHT Wealth Management | 67k | $1.4M | 10% | Mar 2026 |
|
| Integrated Wealth Management | 58k | $1.2M | -2% | Mar 2026 |
|
| Hilltop Holdings | 57k | $1.2M | -61% | Mar 2026 |
|
| Centennial Advisors | 52k | $1.1M | -4% | Mar 2026 |
|
| Evergreen Capital Management | 44k | $899k | -22% | Jun 2026 |
|
| Citadel Advisors | 44k | $920k | 115% | Mar 2026 |
|
| Csenge Advisory Group | 44k | $917k | -1% | Mar 2026 |
|
| Goldman Sachs Group | 41k | $865k | 197% | Mar 2026 |
|
| Lloyd Advisory Services | 38k | $807k | -94% | Mar 2026 |
|
| Kingdom Financial Group | 38k | $807k | -6% | Mar 2026 |
|
| SMART Wealth | 34k | $717k | 1% | Mar 2026 |
|
| Evoke Wealth | 33k | $697k | 100% | Mar 2026 |
|
| Hrt Financial | 33k | $687k | 100% | Mar 2026 |
|
| Straight Path Wealth Management | 32k | $647k | -2% | Jun 2026 |
|
| Golden Reserve Retirement | 30k | $641k | 136% | Mar 2026 |
|
| Equitable Holdings | 26k | $570k | 0% | Mar 2026 |
|
| Jane Street | 26k | $542k | 71% | Mar 2026 |
|
| Farther Finance Advisors | 23k | $471k | 10% | Jun 2026 |
|
| MGO Private Wealth | 22k | $464k | 100% | Mar 2026 |
|
| 4wealth Advisors | 21k | $432k | -6% | Jun 2026 |
|
| Anchor Investment Management | 20k | $419k | 0% | Mar 2026 |
|
| Cumberland Partners | 19k | $404k | -93% | Mar 2026 |
|
| Evolution Wealth Management | 18k | $382k | -5% | Mar 2026 |
|
| Commonwealth Equity Services | 18k | $369k | -76% | Jun 2026 |
|
| Advisor Group Holdings | 16k | $339k | 70% | Mar 2026 |
|
| CWC Advisors | 15k | $309k | -9% | Mar 2026 |
|
| KPP Advisory Services | 14k | $279k | 0% | Jun 2026 |
|
| Welch Group | 14k | $275k | 6% | Jun 2026 |
|
| FSA Advisors | 13k | $283k | 10% | Mar 2026 |
|
| FSR Wealth Management | 12k | $246k | 2% | Jun 2026 |
|
| Astoria Portfolio Advisors | 11k | $233k | 100% | Jun 2026 |
|
| Clarity Financial | 10k | $212k | -24% | Mar 2026 |
|
| Group One Trading | 9.0k | $191k | 50% | Mar 2026 |
|
| Networth Advisors | 8.8k | $185k | -11% | Mar 2026 |
|
| Simplex Trading | 6.0k | $128k | 100% | Mar 2026 |
|
| Signature | 5.3k | $109k | 14% | Jun 2026 |
|
| Key Capital Management | 4.2k | $87k | 14% | Jun 2026 |
|
| IFP Advisors | 3.3k | $69k | -45% | Mar 2026 |
|
| Decker Retirement Planning | 2.4k | $48k | 100% | Jun 2026 |
|
| Quest 10 Wealth Builders | 2.1k | $43k | -74% | Jun 2026 |
|
| Colonial Trust Co / SC | 2.0k | $42k | 0% | Mar 2026 |
|
| Private Trust Co Na | 820.00 | $17k | 0% | Jun 2026 |
|
| Geneos Wealth Management | 785.00 | $17k | 1% | Mar 2026 |
|
| National Bank Of Canada /fi/ | 634.00 | $13k | 0% | Mar 2026 |
|
| Aptus Capital Advisors | 500.00 | $11k | 100% | Mar 2026 |
|
| Mosley Wealth Management | 394.00 | $8.0k | 324% | Jun 2026 |
|
| Morgan Stanley | 351.00 | $9.8k | -1% | Mar 2026 |
|
| Hantz Financial Services | 315.00 | $7.0k | 100% | Mar 2026 |
|
| Virtus ETF Advisers | 258.00 | $5.4k | -40% | Mar 2026 |
|
| Steward Partners Investment Advisory | 211.00 | $4.5k | 100% | Mar 2026 |
|
| Wells Fargo & Company | 1.00 | $23.000000 | -50% | Mar 2026 |
|
Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Private Advisor | Dec 2025 | 873k | $19M |
| Reuter James Wealth Management | Dec 2025 | 872k | $19M |
| Insight Wealth Strategies | Mar 2026 | 666k | $14M |
| Encompass More Asset Management | Dec 2025 | 92k | $2.0M |
| Kestra Private Wealth Services | Mar 2026 | 82k | $1.7M |
| Proficio Capital Partners | Dec 2025 | 62k | $1.4M |
| Summit Financial | Dec 2025 | 54k | $1.2M |
| WESPAC Advisors | Dec 2025 | 42k | $927k |
| Belpointe Asset Management | Mar 2026 | 38k | $810k |
| Pekin, Singer Strauss Asset Management | Mar 2026 | 30k | $631k |
| Envestnet Asset Management | Dec 2025 | 26k | $578k |
| Susquehanna International | Dec 2025 | 20k | $439k |
| Mml Investors Services | Dec 2025 | 20k | $426k |
| Old Mission Capital | Dec 2025 | 19k | $410k |
| Foundations Investment Advisors | Dec 2025 | 13k | $279k |
| BCJ Capital Management | Dec 2025 | 12k | $260k |
| Longview Financial Advisors | Mar 2026 | 10k | $217k |
| Flagship Harbor Advisors | Dec 2025 | 550.00 | $12k |
| Rockefeller Capital Management | Dec 2025 | 550.00 | $12k |