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
WJ Interests 642k $8.3M -2% Jun 2024
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Lloyd Advisory Services 637k $15M 100% Mar 2024
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AE Wealth Management 466k $6.2M -58% Mar 2024
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Stapp Wealth Management, P 245k $3.2M 9% Jun 2024
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Jane Street 225k $3.0M 12% Mar 2024
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BlackDiamond Wealth Management 86k $1.1M 0% Mar 2024
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Bank Of Montreal 51k $696k -10% Mar 2024
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Great Lakes Retirement 45k $603k -5% Mar 2024
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Simplify Asset Management 37k $497k -16% Mar 2024
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Citadel Advisors 36k $482k 143% Mar 2024
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Professional Financial Advisors 18k $235k 2% Jun 2024
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Advisor Group Holdings 697.00 $9.3k 0% Mar 2024
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Pineridge Advisors 647.00 $8.4k 15% Jun 2024
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UBS Group 411.00 $5.5k -42% Mar 2024
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Richard W. Paul & Associates 55.00 $711.001500 2% Jun 2024
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CWM 27.00 $0 100% Jun 2024
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Morgan Stanley 2.00 $30.000000 100% Mar 2024
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Flow Traders US Dec 2023 68k $965k
Old Mission Capital Dec 2023 17k $239k
Authentikos Wealth Advisory Mar 2024 15k $199k
Royal Bank of Canada Dec 2023 723.00 $10k
Oliver Lagore Vanvalin Investment Group Dec 2023 192.00 $2.7k