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
Download as csvTop 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 | 72k | $3.0M | -26% | Dec 2025 |
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| Authentikos Wealth Advisory | 67k | $2.8M | -15% | Dec 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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| Cambridge Advisors | 12k | $485k | 24% | Dec 2025 |
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| Old Mission Capital | 10k | $433k | 100% | Dec 2025 |
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| Jane Street | 6.3k | $262k | 100% | Dec 2025 |
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| Luminist Capital | 3.7k | $153k | 8% | Dec 2025 |
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| WFA of San Diego | 35.00 | $1.5k | 100% | Dec 2025 |
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| SageView Advisory Group | 29.00 | $1.2k | 100% | Dec 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Encompass More Asset Management | Sep 2025 | 12k | $497k |
| Partners Wealth Management | Sep 2025 | 6.9k | $277k |
| Principal Securities | Sep 2025 | 4.9k | $197k |