Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: YGLD
- CUSIP Number: 82889n426
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 |
|---|---|---|---|---|---|
| Legacy Wealth Managment | 98k | $4.0M | 100% | Sep 2025 |
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| Authentikos Wealth Advisory | 79k | $3.2M | -7% | Sep 2025 |
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| Park Edge Advisors | 37k | $1.6M | -8% | Dec 2025 |
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| Reyes Financial Architecture | 22k | $907k | 100% | Dec 2025 |
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| Encompass More Asset Management | 12k | $497k | 100% | Sep 2025 |
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| Cambridge Advisors | 12k | $485k | 24% | Dec 2025 |
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| Principal Securities | 4.9k | $197k | -3% | Sep 2025 |
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| Luminist Capital | 3.4k | $139k | 100% | Sep 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Jun 2025 | 21k | $724k |
| Partners Wealth Management | Sep 2025 | 6.9k | $277k |