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
Download as csv
Download as Excel
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 | 1.5M | $19M | 65% | Jun 2026 |
|
| Magnolia Private Wealth | 481k | $4.6M | 10% | Jun 2026 |
|
| Heck Capital Advisors | 384k | $4.9M | 5% | Jun 2026 |
|
| Stapp Wealth Management, P | 217k | $2.8M | 0% | Jun 2026 |
|
| Mid-American Wealth Advisory Group | 199k | $2.5M | 100% | Jun 2026 |
|
| AE Wealth Management | 192k | $2.4M | 27% | Jun 2026 |
|
| Continuum Advisory | 173k | $2.2M | 12% | Jun 2026 |
|
| Oakmont Partners | 131k | $1.7M | 100% | Jun 2026 |
|
| Private Client Services | 54k | $691k | -36% | Jun 2026 |
|
| Change Path | 53k | $680k | 55% | Jun 2026 |
|
| Lloyd Advisory Services | 25k | $323k | 474% | Jun 2026 |
|
| Authentikos Wealth Advisory | 22k | $281k | 60% | Jun 2026 |
|
| Old Mission Capital | 22k | $278k | 100% | Jun 2026 |
|
| Great Lakes Retirement | 21k | $267k | -7% | Jun 2026 |
|
| Lane Brothers & Co | 19k | $242k | 100% | Jun 2026 |
|
| Rinkey Investments | 18k | $230k | 0% | Jun 2026 |
|
| Straight Path Wealth Management | 17k | $210k | -8% | Jun 2026 |
|
| Advisor Group Holdings | 12k | $149k | 15% | Jun 2026 |
|
| Pathstone Holdings | 12k | $147k | 100% | Jun 2026 |
|
| Elevated Capital Advisors | 11k | $142k | -7% | Jun 2026 |
|
| RHS Financial | 10k | $130k | -14% | Jun 2026 |
|
| Kingdom Financial Group | 3.6k | $47k | -17% | Jun 2026 |
|
| Tounjian Advisory Partners | 2.6k | $34k | 100% | Jun 2026 |
|
| Networth Advisors | 1.4k | $18k | 87% | Jun 2026 |
|
| IFG Advisory | 964.00 | $12k | 100% | Jun 2026 |
|
| Decker Retirement Planning | 755.00 | $9.6k | 100% | Jun 2026 |
|
| Geneos Wealth Management | 503.00 | $6.4k | 1% | Jun 2026 |
|
| Integrated Wealth Concepts | 252.00 | $3.2k | 100% | Jun 2026 |
|
| Virtus ETF Advisers | 222.00 | $2.8k | -12% | Jun 2026 |
|
| Quest 10 Wealth Builders | 197.00 | $2.5k | 0% | Jun 2026 |
|
| Compass Financial Management | 193.00 | $2.4k | 100% | Jun 2026 |
|
| Montgomery Financial Services | 161.00 | $2.1k | 100% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 128.00 | $1.6k | 100% | Jun 2026 |
|
| Assetmark | 3.00 | $38.000100 | -67% | Jun 2026 |
|
| Morgan Stanley | 2.00 | $29.000000 | 0% | Mar 2026 |
|
Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Whalen Wealth Management | Mar 2026 | 64k | $837k |
| Hilltop Holdings | Mar 2026 | 58k | $766k |
| Inspire Advisors | Mar 2026 | 55k | $721k |
| IFP Advisors | Mar 2026 | 5.2k | $68k |
| Legacy Wealth Managment | Mar 2026 | 2.5k | $33k |
| Hantz Financial Services | Mar 2026 | 98.00 | $1.0k |
| UBS Group | Mar 2026 | 10.00 | $131.000000 |