Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: XV
- CUSIP Number: 82889n350
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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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 | 624k | $16M | -36% | Dec 2025 |
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| Change Path | 209k | $5.3M | 34% | Dec 2025 |
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| Owen LaRue | 134k | $3.4M | 100% | Dec 2025 |
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| Principal Securities | 79k | $2.0M | 746% | Dec 2025 |
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| Envestnet Asset Management | 73k | $1.8M | 720% | Dec 2025 |
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| Old Mission Capital | 47k | $1.2M | 5% | Dec 2025 |
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| Brookwood Investment Group | 43k | $1.1M | 33% | Dec 2025 |
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| Claris Financial | 35k | $898k | 100% | Dec 2025 |
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| Millington Financial Advisors | 26k | $665k | 100% | Dec 2025 |
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| Jane Street | 8.6k | $219k | -52% | Dec 2025 |
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| Islay Capital Management | 4.3k | $109k | 53% | Dec 2025 |
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| Nbc Securities | 2.0k | $51k | 100% | Dec 2025 |
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| Hartland & Co | 535.00 | $14k | 100% | Dec 2025 |
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| Farther Finance Advisors | 195.00 | $4.9k | 0% | Dec 2025 |
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| Anfield Capital Management | 44.00 | $1.1k | 300% | Dec 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mid-American Wealth Advisory Group | Sep 2025 | 16k | $415k |
| Evolution Wealth Management | Sep 2025 | 1.5k | $39k |
| Advisor Group Holdings | Sep 2025 | 923.00 | $25k |