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 | 4.8M | $98M | -13% | Jun 2026 |
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| GenTrust | 3.3M | $68M | 15% | Jun 2026 |
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| Southern Farm Bureau Life Insurance | 3.0M | $61M | 0% | 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 | $31M | 32% | Jun 2026 |
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| BCJ Capital Management | 1.2M | $26M | 100% | Jun 2026 |
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| Ancora Advisors | 997k | $20M | 1% | Jun 2026 |
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| Financial Enhancement | 845k | $17M | 33% | Jun 2026 |
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| Lloyd Advisory Services | 679k | $14M | 1676% | Jun 2026 |
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| Ferguson Shapiro | 531k | $11M | -77% | Jun 2026 |
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| Altfest L J & Co | 513k | $11M | -23% | Jun 2026 |
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| Heck Capital Advisors | 447k | $9.1M | 4% | Jun 2026 |
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| LPL Financial | 432k | $8.8M | -44% | Jun 2026 |
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| Encompass More Asset Management | 426k | $8.7M | 100% | Jun 2026 |
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| Park Edge Advisors | 355k | $7.2M | -7% | Jun 2026 |
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| Broussard Financial Group | 349k | $7.1M | -6% | Jun 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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| Aprio Wealth Management | 211k | $4.3M | -10% | Jun 2026 |
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| Professional Financial Management | 206k | $4.2M | 4% | Jun 2026 |
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| Hollencrest Securities | 201k | $4.1M | 0% | Jun 2026 |
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| LifeWealth Investments | 171k | $3.5M | 4% | Jun 2026 |
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| Elevated Capital Advisors | 163k | $3.3M | -2% | Jun 2026 |
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| Howard Bailey Securities | 157k | $3.2M | 6% | Jun 2026 |
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| B.O.S.S. Retirement Advisors | 140k | $2.9M | 3% | Jun 2026 |
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| Principal Securities | 136k | $2.8M | -11% | Jun 2026 |
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| Private Client Services | 133k | $2.7M | -33% | Jun 2026 |
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| Great Lakes Retirement | 122k | $2.5M | -1% | Jun 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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| Royal Bank of Canada | 80k | $1.6M | 0% | Jun 2026 |
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| Aegis Wealth Management | 75k | $1.5M | 7% | Jun 2026 |
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| Integrated Wealth Management | 64k | $1.3M | 10% | Jun 2026 |
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| Golden Reserve Retirement | 59k | $1.2M | 93% | Jun 2026 |
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| Centennial Advisors | 57k | $1.2M | 9% | Jun 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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| Evergreen Capital Management | 44k | $899k | -22% | 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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| 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 | 32k | $647k | -2% | Jun 2026 |
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| Farther Finance Advisors | 23k | $471k | 10% | Jun 2026 |
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| MGO Private Wealth | 22k | $447k | 0% | Jun 2026 |
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| 4wealth Advisors | 21k | $432k | -6% | Jun 2026 |
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| Anchor Investment Management | 20k | $419k | 0% | Mar 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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| Montgomery Financial Services | 17k | $354k | 100% | Jun 2026 |
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| Evolution Wealth Management | 16k | $336k | -9% | Jun 2026 |
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| Mml Investors Services | 16k | $333k | 100% | Jun 2026 |
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| GFS Advisors | 15k | $91k | 100% | Jun 2026 |
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| CWC Advisors | 15k | $300k | 0% | Jun 2026 |
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| FSA Advisors | 14k | $292k | 6% | Jun 2026 |
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| KPP Advisory Services | 14k | $279k | 0% | Jun 2026 |
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| Welch Group | 14k | $275k | 6% | Jun 2026 |
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| Advisor Group Holdings | 13k | $260k | -21% | Jun 2026 |
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| FSR Wealth Management | 12k | $246k | 2% | Jun 2026 |
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| Astoria Portfolio Advisors | 11k | $233k | 100% | Jun 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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| Group One Trading | 10k | $207k | 12% | Jun 2026 |
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| Harbour Capital Advisors | 10k | $206k | 100% | 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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| Signature | 5.3k | $109k | 14% | Jun 2026 |
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| Mercer Global Advisors | 5.0k | $102k | 100% | Jun 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 | $48k | 100% | Jun 2026 |
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| Quest 10 Wealth Builders | 2.1k | $43k | -74% | Jun 2026 |
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| Us Bancorp | 900.00 | $18k | 0% | Jun 2026 |
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| Private Trust Co Na | 820.00 | $17k | 0% | 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 | 394.00 | $8.0k | 324% | Jun 2026 |
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| Morgan Stanley | 351.00 | $9.8k | -1% | Mar 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 | $4.1k | 100% | Jun 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 |
|---|---|---|---|
| Insight Wealth Strategies | Mar 2026 | 666k | $14M |
| Kestra Private Wealth Services | Mar 2026 | 82k | $1.7M |
| Hilltop Holdings | Mar 2026 | 57k | $1.2M |
| 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 |
| Longview Financial Advisors | Mar 2026 | 10k | $217k |
| IFP Advisors | Mar 2026 | 3.3k | $69k |
| Colonial Trust Co / SC | Mar 2026 | 2.0k | $42k |
| Aptus Capital Advisors | Mar 2026 | 500.00 | $11k |
| Hantz Financial Services | Mar 2026 | 315.00 | $7.0k |