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 | 1.1M | $28M | 84% | Sep 2026 |
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| Principal Securities | 329k | $8.1M | 43% | Jun 2026 |
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| Envestnet Asset Management | 263k | $6.5M | 48% | Jun 2026 |
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| Change Path | 252k | $6.2M | 53% | Jun 2026 |
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| Owen LaRue | 80k | $2.0M | 0% | Jun 2026 |
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| Millington Financial Advisors | 70k | $1.7M | 80% | Jun 2026 |
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| Brookwood Investment Group | 60k | $1.5M | -11% | Jun 2026 |
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| Old Mission Capital | 48k | $1.2M | -1% | Jun 2026 |
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| Mather Group | 44k | $1.1M | 10% | Sep 2026 |
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| Outlook Wealth Advisors | 36k | $864k | 100% | Sep 2026 |
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| Brookstone Capital Management | 36k | $858k | 59% | Sep 2026 |
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| Janney Montgomery Scott | 35k | $863k | 100% | Jun 2026 |
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| Winnow Wealth | 33k | $792k | 100% | Sep 2026 |
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| Crusonia Wealth Advisors | 22k | $521k | 97% | Sep 2026 |
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| Nbc Securities | 19k | $451k | 44% | Sep 2026 |
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| Steel Peak Wealth Management | 15k | $367k | 100% | Sep 2026 |
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| Legacy Wealth Managment | 12k | $295k | 3112% | Jun 2026 |
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| WealthCare Asset Management | 11k | $268k | -48% | Sep 2026 |
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| AE Wealth Management | 862.00 | $21k | 100% | Jun 2026 |
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| Harbour Investments | 187.00 | $4.6k | 100% | Jun 2026 |
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| Hartland & Co | 75.00 | $1.9k | -87% | Jun 2026 |
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| Wells Fargo & Company | 1.00 | $28.000000 | 0% | Jun 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 16k | $372k |
| Islay Capital Management | Jun 2026 | 5.3k | $131k |