Who owns SIMPLIFY EXCHANGE TRADED FUN?

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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
True Wealth Design 774k $11M 4% Sep 2025
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AE Wealth Management 681k $9.3M -60% Sep 2025
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Heck Capital Advisors 349k $4.8M 0% Sep 2025
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Lloyd Advisory Services 313k $4.3M -51% Sep 2025
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Stapp Wealth Management, P 284k $3.9M 1% Sep 2025
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Magnolia Private Wealth 266k $3.2M 22% Sep 2025
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Simplify Asset Management 158k $2.2M -95% Sep 2025
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Continuum Advisory 154k $2.1M 100% Sep 2025
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Hilltop Holdings 92k $1.2M -13% Sep 2025
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Jane Street 86k $1.2M 100% Sep 2025
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Susquehanna International 85k $1.2M 749% Sep 2025
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Private Client Services 77k $1.0M 100% Sep 2025
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Elevated Capital Advisors 61k $835k -8% Sep 2025
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Great Lakes Retirement 54k $728k -53% Sep 2025
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Howard Bailey Securities 44k $596k -61% Sep 2025
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B.O.S.S. Retirement Advisors 38k $514k -79% Sep 2025
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Change Path 24k $321k 70% Sep 2025
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Authentikos Wealth Advisory 21k $289k -87% Sep 2025
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Professional Financial Advisors 20k $274k -3% Sep 2025
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Rinkey Investments 18k $245k 0% Sep 2025
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NDVR 17k $225k 1% Sep 2025
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Brookstone Capital Management 13k $181k -10% Sep 2025
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Kingdom Financial Group 12k $167k -52% Sep 2025
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Straight Path Wealth Management 12k $167k 0% Sep 2025
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Advisor Group Holdings 10k $142k -18% Sep 2025
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LifeWealth Investments 10k $142k -77% Sep 2025
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SMART Wealth 10k $141k -55% Sep 2025
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IFP Advisors 8.5k $116k -29% Sep 2025
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Principal Securities 4.3k $59k -5% Sep 2025
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Quest 10 Wealth Builders 4.1k $56k -47% Sep 2025
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Legacy Wealth Managment 1.5k $20k 100% Sep 2025
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Optimum Investment Advisors 1.0k $14k 0% Sep 2025
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UBS Group 960.00 $13k 139% Sep 2025
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Geneos Wealth Management 800.00 $11k 100% Sep 2025
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Decker Retirement Planning 687.00 $9.3k -49% Sep 2025
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Evolution Wealth Management 439.00 $6.0k 100% Sep 2025
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Virtus ETF Advisers 281.00 $3.8k 100% Sep 2025
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Pineridge Advisors 68.00 $924.997200 -47% Sep 2025
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Capital A Wealth Management 22.00 $313.000600 -98% Jun 2025
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Morgan Stanley 2.00 $38.000000 100% Jun 2025
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Mid-American Wealth Advisory Group Jun 2025 272k $3.7M
Citadel Advisors Jun 2025 30k $408k
Csenge Advisory Group Jun 2025 26k $335k
GeoWealth Management Jun 2025 23k $305k
Old Mission Capital Jun 2025 17k $226k
FSR Wealth Management Jun 2025 14k $183k
RHS Financial Jun 2025 13k $171k
FSA Advisors Jun 2025 11k $148k
Tounjian Advisory Partners Jun 2025 10k $134k
Park Square Financial Group Jun 2025 4.2k $57k
Transce3nd Jun 2025 4.0k $54k
Richard W. Paul & Associates Jun 2025 118.00 $1.6k
Global Retirement Partners Jun 2025 103.00 $1.4k