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 |
|---|---|---|---|---|---|
| Simplify Asset Management | 5.5M | $117M | 100% | Mar 2026 |
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| Southern Farm Bureau Life Insurance | 3.0M | $63M | 0% | Mar 2026 |
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| GenTrust | 2.9M | $61M | 100% | Mar 2026 |
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| Ferguson Shapiro | 2.3M | $49M | 4% | Mar 2026 |
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| AE Wealth Management | 1.9M | $40M | 2% | Mar 2026 |
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| HighTower Advisors | 1.2M | $25M | 28% | Mar 2026 |
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| Mid-American Wealth Advisory Group | 1.1M | $25M | 0% | Mar 2026 |
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| Ancora Advisors | 990k | $21M | 21% | Mar 2026 |
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| LPL Financial | 765k | $16M | -7% | Mar 2026 |
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| Insight Wealth Strategies | 666k | $14M | 4% | Mar 2026 |
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| Altfest L J & Co | 664k | $14M | -22% | Mar 2026 |
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| Financial Enhancement | 634k | $14M | 55% | Mar 2026 |
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| Heck Capital Advisors | 429k | $9.0M | 50% | Mar 2026 |
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| Park Edge Advisors | 380k | $8.0M | 0% | Mar 2026 |
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| Broussard Financial Group | 372k | $7.9M | 8% | Mar 2026 |
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| Evergreen Capital Management | 347k | $7.6M | 2% | Dec 2025 |
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| Magnolia Private Wealth | 299k | $4.5M | 12% | Mar 2026 |
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| Cumberland Partners | 266k | $5.8M | 22% | Dec 2025 |
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| Authentikos Wealth Advisory | 249k | $5.3M | 3% | Mar 2026 |
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| Aprio Wealth Management | 233k | $4.9M | -21% | Mar 2026 |
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| Hollencrest Securities | 201k | $4.2M | 0% | Mar 2026 |
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| Private Client Services | 199k | $4.2M | -4% | Mar 2026 |
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| Professional Financial Management | 198k | $4.2M | 8% | Mar 2026 |
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| Elevated Capital Advisors | 166k | $3.5M | 48% | Mar 2026 |
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| LifeWealth Investments | 163k | $3.4M | 7% | Mar 2026 |
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| Principal Securities | 152k | $3.2M | 18% | Mar 2026 |
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| Howard Bailey Securities | 148k | $3.1M | -16% | Mar 2026 |
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| Hilltop Holdings | 145k | $3.2M | 56% | Dec 2025 |
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| B.O.S.S. Retirement Advisors | 136k | $2.9M | -6% | Mar 2026 |
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| Great Lakes Retirement | 123k | $2.6M | -8% | Mar 2026 |
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| Gladstone Institutional Advisory | 113k | $2.4M | -9% | Mar 2026 |
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| Kestra Private Wealth Services | 82k | $1.7M | 35% | Mar 2026 |
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| Royal Bank of Canada | 80k | $1.7M | -1% | Mar 2026 |
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| Commonwealth Equity Services | 76k | $1.6M | 5% | Mar 2026 |
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| Aegis Wealth Management | 70k | $1.5M | -7% | Mar 2026 |
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| IHT Wealth Management | 61k | $1.3M | 5% | Dec 2025 |
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| Integrated Wealth Management | 58k | $1.2M | -2% | Mar 2026 |
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| Centennial Advisors | 52k | $1.1M | -4% | Mar 2026 |
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| Citadel Advisors | 44k | $920k | 115% | Mar 2026 |
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| Csenge Advisory Group | 44k | $917k | -1% | Mar 2026 |
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| Goldman Sachs Group | 41k | $865k | 197% | Mar 2026 |
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| Belpointe Asset Management | 38k | $810k | -42% | Mar 2026 |
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| Lloyd Advisory Services | 38k | $807k | -94% | Mar 2026 |
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| Kingdom Financial Group | 38k | $807k | -6% | Mar 2026 |
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| SMART Wealth | 34k | $717k | 1% | Mar 2026 |
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| Hrt Financial | 33k | $687k | 100% | Mar 2026 |
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| Straight Path Wealth Management | 32k | $685k | 3% | Mar 2026 |
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| Golden Reserve Retirement | 30k | $641k | 136% | Mar 2026 |
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| Pekin, Singer Strauss Asset Management | 30k | $631k | 6% | Mar 2026 |
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| Equitable Holdings | 26k | $570k | 0% | Mar 2026 |
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| Jane Street | 26k | $542k | 71% | Mar 2026 |
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| 4wealth Advisors | 23k | $473k | -24% | Mar 2026 |
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| MGO Private Wealth | 22k | $464k | 100% | Mar 2026 |
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| Farther Finance Advisors | 21k | $441k | -43% | Mar 2026 |
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| Susquehanna International | 20k | $439k | 100% | Dec 2025 |
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| Anchor Investment Management | 20k | $419k | 0% | Mar 2026 |
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| Old Mission Capital | 19k | $410k | -80% | Dec 2025 |
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| Evolution Wealth Management | 18k | $382k | -5% | Mar 2026 |
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| CWC Advisors | 15k | $309k | -9% | Mar 2026 |
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| KPP Advisory Services | 14k | $288k | 100% | Mar 2026 |
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| FSA Advisors | 13k | $283k | 10% | Mar 2026 |
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| Welch Group | 13k | $269k | 100% | Mar 2026 |
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| FSR Wealth Management | 12k | $249k | 4% | Mar 2026 |
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| Longview Financial Advisors | 10k | $217k | 0% | Mar 2026 |
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| Clarity Financial | 10k | $212k | -24% | Mar 2026 |
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| Advisor Group Holdings | 9.5k | $207k | 70% | Dec 2025 |
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| Group One Trading | 9.0k | $191k | 50% | Mar 2026 |
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| Networth Advisors | 8.8k | $185k | -11% | Mar 2026 |
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| Quest 10 Wealth Builders | 7.9k | $167k | -1% | Mar 2026 |
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| Signature | 4.6k | $98k | 100% | Mar 2026 |
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| Key Capital Management | 3.7k | $79k | 16% | Mar 2026 |
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| IFP Advisors | 3.3k | $69k | -45% | Mar 2026 |
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| Colonial Trust Co / SC | 2.0k | $42k | 0% | Mar 2026 |
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| Us Bancorp | 900.00 | $20k | 0% | Dec 2025 |
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| Private Trust Co Na | 820.00 | $17k | 0% | Mar 2026 |
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| Geneos Wealth Management | 785.00 | $17k | 1% | Mar 2026 |
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| National Bank Of Canada /fi/ | 634.00 | $14k | -75% | Dec 2025 |
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| Aptus Capital Advisors | 500.00 | $11k | 100% | Mar 2026 |
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| Morgan Stanley | 351.00 | $9.8k | -1% | Mar 2026 |
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| Hantz Financial Services | 315.00 | $7.0k | 100% | Mar 2026 |
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| Virtus ETF Advisers | 258.00 | $5.4k | -40% | Mar 2026 |
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| Steward Partners Investment Advisory | 211.00 | $4.5k | 100% | Mar 2026 |
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| Mosley Wealth Management | 93.00 | $2.0k | 100% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $23.000000 | -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 |
|---|---|---|---|
| Private Advisor | Dec 2025 | 873k | $19M |
| Reuter James Wealth Management | Dec 2025 | 872k | $19M |
| Encompass More Asset Management | Dec 2025 | 92k | $2.0M |
| Proficio Capital Partners | Dec 2025 | 62k | $1.4M |
| Summit Financial | Dec 2025 | 54k | $1.2M |
| WESPAC Advisors | Dec 2025 | 42k | $927k |
| Envestnet Asset Management | Dec 2025 | 26k | $578k |
| Professional Financial Advisors | Dec 2025 | 26k | $575k |
| Mml Investors Services | Dec 2025 | 20k | $426k |
| Magnus Financial Group | Dec 2025 | 14k | $305k |
| Foundations Investment Advisors | Dec 2025 | 13k | $279k |
| BCJ Capital Management | Dec 2025 | 12k | $260k |
| Simplex Trading | Sep 2025 | 8.7k | $190k |
| Flagship Harbor Advisors | Dec 2025 | 550.00 | $12k |
| Rockefeller Capital Management | Dec 2025 | 550.00 | $12k |
| Advisory Services Network | Sep 2025 | 469.00 | $10k |
| Painted Porch Advisors | Sep 2025 | 285.00 | $6.2k |
| Assetmark | Dec 2025 | 58.00 | $1.3k |