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 826k $11M 7% Dec 2025
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Hilltop Holdings 530k $7.2M 477% Dec 2025
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Heck Capital Advisors 373k $5.0M 7% Dec 2025
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AE Wealth Management 341k $4.6M -50% Dec 2025
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Magnolia Private Wealth 284k $3.8M 7% Dec 2025
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Stapp Wealth Management, P 262k $3.5M -8% Dec 2025
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Lloyd Advisory Services 131k $1.8M -58% Dec 2025
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Jane Street 118k $1.6M 38% Dec 2025
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Continuum Advisory 84k $1.1M -45% Dec 2025
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Private Client Services 78k $1.0M 1% Dec 2025
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Susquehanna International 69k $932k -19% Dec 2025
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Elevated Capital Advisors 60k $804k -3% Dec 2025
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Whalen Wealth Management 44k $596k 100% Dec 2025
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Howard Bailey Securities 44k $596k -61% Sep 2025
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Great Lakes Retirement 26k $344k -52% Dec 2025
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Old Mission Capital 23k $311k 100% Dec 2025
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Professional Financial Advisors 20k $269k -1% Dec 2025
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Authentikos Wealth Advisory 20k $269k -6% Dec 2025
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Change Path 18k $245k -23% Dec 2025
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Rinkey Investments 18k $243k 0% Dec 2025
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NDVR 17k $225k 1% Sep 2025
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Straight Path Wealth Management 12k $167k 0% Sep 2025
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Advisor Group Holdings 10k $139k -2% Dec 2025
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IFP Advisors 9.5k $128k 12% Dec 2025
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Kingdom Financial Group 8.8k $119k -28% Dec 2025
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Principal Securities 4.3k $59k -5% Sep 2025
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Legacy Wealth Managment 4.0k $54k 174% Dec 2025
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Networth Advisors 2.4k $32k 100% Dec 2025
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Quest 10 Wealth Builders 1.5k $20k -64% Dec 2025
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Optimum Investment Advisors 1.0k $14k 0% Sep 2025
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UBS Group 964.00 $13k 0% Dec 2025
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Geneos Wealth Management 496.00 $6.7k -38% Dec 2025
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Virtus ETF Advisers 247.00 $3.3k -12% Dec 2025
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Assetmark 98.00 $1.3k 100% Dec 2025
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Pineridge Advisors 68.00 $924.997200 -47% Sep 2025
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Simplify Asset Management Sep 2025 158k $2.2M
B.O.S.S. Retirement Advisors Sep 2025 38k $514k
Citadel Advisors Jun 2025 30k $408k
Brookstone Capital Management Sep 2025 13k $181k
LifeWealth Investments Sep 2025 10k $142k
SMART Wealth Sep 2025 10k $141k
Decker Retirement Planning Sep 2025 687.00 $9.3k
Evolution Wealth Management Sep 2025 439.00 $6.0k
Richard W. Paul & Associates Jun 2025 118.00 $1.6k