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
AE Wealth Management 1.1M $15M 17% Dec 2023
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WJ Interests 657k $8.8M -6% Mar 2024
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Lloyd Advisory Services 637k $15M 100% Mar 2024
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Stapp Wealth Management, P 225k $3.0M 7% Mar 2024
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Jane Street 201k $2.9M 9% Dec 2023
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BlackDiamond Wealth Management 86k $1.2M 100% Dec 2023
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Flow Traders US 68k $965k 100% Dec 2023
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Professional Financial Advisors 61k $872k 5% Dec 2023
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Bank Of Montreal 57k $822k 100% Dec 2023
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B.O.S.S. Retirement Advisors 55k $781k 2% Dec 2023
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Great Lakes Retirement 47k $673k -12% Dec 2023
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Simplify Asset Management 44k $628k -68% Dec 2023
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Citadel Advisors 15k $211k 12% Dec 2023
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Authentikos Wealth Advisory 13k $189k -17% Dec 2023
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Royal Bank of Canada 723.00 $10k 100% Dec 2023
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UBS Group 704.00 $10k -55% Dec 2023
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Advisor Group Holdings 697.00 $9.9k 0% Dec 2023
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Pineridge Advisors 623.00 $8.9k 100% Dec 2023
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IFP Advisors 273.00 $3.9k -27% Dec 2023
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Oliver Lagore Vanvalin Investment Group 192.00 $2.7k -31% Dec 2023
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Richard W. Paul & Associates 54.00 $765.001800 42% Dec 2023
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Tucker Asset Management 23.00 $327.000200 100% Dec 2023
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Commonwealth Equity Services Sep 2023 24k $300k
Atlas Financial Advisors Sep 2023 14k $181k