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
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