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 | $15M | 0% | Mar 2026 |
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| Principal Securities | 230k | $5.4M | 190% | Mar 2026 |
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| Envestnet Asset Management | 178k | $4.2M | 145% | Mar 2026 |
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| Change Path | 165k | $3.9M | -21% | Mar 2026 |
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| Owen LaRue | 81k | $1.9M | -40% | Mar 2026 |
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| Brookwood Investment Group | 68k | $1.6M | 58% | Mar 2026 |
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| Old Mission Capital | 47k | $1.2M | 5% | Dec 2025 |
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| Millington Financial Advisors | 39k | $947k | 46% | Mar 2026 |
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| Mather Group | 18k | $412k | 100% | Mar 2026 |
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| Jane Street | 16k | $372k | 83% | Mar 2026 |
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| Brookstone Capital Management | 15k | $358k | 100% | Mar 2026 |
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| WealthCare Asset Management | 11k | $248k | 100% | Mar 2026 |
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| Strategic Blueprint | 8.7k | $205k | 100% | Mar 2026 |
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| Nbc Securities | 5.9k | $139k | 195% | Mar 2026 |
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| Islay Capital Management | 5.3k | $124k | 23% | Mar 2026 |
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| Hartland & Co | 575.00 | $14k | 7% | Mar 2026 |
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| Legacy Wealth Managment | 371.00 | $8.7k | 100% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $25.000000 | 100% | Mar 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Claris Financial | Dec 2025 | 35k | $898k |
| Advisor Group Holdings | Sep 2025 | 923.00 | $25k |
| Farther Finance Advisors | Dec 2025 | 195.00 | $4.9k |
| Anfield Capital Management | Dec 2025 | 44.00 | $1.1k |