Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: TYA
- CUSIP Number: 82889n798
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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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 | 3.9M | $56M | 14248% | Sep 2024 |
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AE Wealth Management | 803k | $12M | 41% | Sep 2024 |
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WJ Interests | 636k | $9.1M | -1% | Sep 2024 |
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Lloyd Advisory Services | 331k | $4.8M | 35% | Sep 2024 |
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Stapp Wealth Management, P | 263k | $3.2M | 7% | Dec 2024 |
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Mid-American Wealth Advisory Group | 238k | $2.9M | 100% | Dec 2024 |
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B.O.S.S. Retirement Advisors | 140k | $1.7M | 100% | Dec 2024 |
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Elevated Capital Advisors | 67k | $817k | 19% | Dec 2024 |
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Howard Bailey Securities | 61k | $870k | 100% | Sep 2024 |
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Great Lakes Retirement | 58k | $835k | 31% | Sep 2024 |
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Authentikos Wealth Advisory | 27k | $385k | 100% | Sep 2024 |
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Hilltop Holdings | 24k | $351k | 0% | Sep 2024 |
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Citadel Advisors | 23k | $332k | -53% | Sep 2024 |
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Professional Financial Advisors | 20k | $240k | 8% | Dec 2024 |
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Rinkey Investments | 18k | $259k | 100% | Sep 2024 |
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Tcfg Wealth Management | 16k | $234k | 100% | Sep 2024 |
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Jane Street | 16k | $227k | -77% | Sep 2024 |
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Cambridge Investment Research Advisors | 15k | $216k | 100% | Sep 2024 |
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Harbour Capital Advisors | 12k | $147k | 1% | Dec 2024 |
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Csenge Advisory Group | 11k | $156k | 100% | Sep 2024 |
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UBS Group | 3.5k | $50k | 1454% | Sep 2024 |
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Principal Securities | 1.4k | $21k | 100% | Sep 2024 |
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Optimum Investment Advisors | 1.0k | $14k | 100% | Sep 2024 |
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Pineridge Advisors | 698.00 | $10k | 8% | Sep 2024 |
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Advisor Group Holdings | 697.00 | $10k | 100% | Sep 2024 |
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Coppell Advisory Solutions | 641.00 | $9.3k | 0% | Sep 2024 |
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Decker Retirement Planning | 452.00 | $5.5k | 100% | Dec 2024 |
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Northwestern Mutual Wealth Management Company | 216.00 | $3.1k | 100% | Sep 2024 |
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Richard W. Paul & Associates | 56.00 | $798.000000 | 2% | Sep 2024 |
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CWM | 27.00 | $0 | 0% | Sep 2024 |
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FMR | 1.00 | $14.000000 | 100% | Sep 2024 |
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Who sold out of Simplify Exchange Traded Fun?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
BlackDiamond Wealth Management | Jun 2024 | 56k | $787k |
Old Mission Capital | Jun 2024 | 44k | $573k |
Brookstone Capital Management | Sep 2024 | 16k | $234k |
Optivise Advisory Services | Jun 2024 | 13k | $174k |