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 |
|---|---|---|---|---|---|
| Authentikos Wealth Advisory | 69k | $2.7M | 2% | Mar 2026 |
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| Legacy Wealth Managment | 53k | $2.1M | -26% | Mar 2026 |
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| Park Edge Advisors | 37k | $1.5M | -1% | Mar 2026 |
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| Reyes Financial Architecture | 22k | $907k | 100% | Dec 2025 |
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| Holcombe Financial | 21k | $846k | 100% | Mar 2026 |
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| Cambridge Advisors | 15k | $605k | 30% | Mar 2026 |
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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 | 4.1k | $164k | 11% | Mar 2026 |
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| Farther Finance Advisors | 1.5k | $62k | 100% | Mar 2026 |
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| Mather Group | 314.00 | $13k | 100% | Mar 2026 |
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| SageView Advisory Group | 29.00 | $1.2k | 100% | Dec 2025 |
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| TrueNorth | 20.00 | $798.000000 | 100% | Mar 2026 |
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| WFA of San Diego | 10.00 | $399.000000 | -71% | Mar 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Principal Securities | Sep 2025 | 4.9k | $197k |