Who owns SIMPLIFY EXCHANGE TRADED FUN?

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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
Propel Bio Management 1.5M $27M 1142% Mar 2024
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Private Advisor 854k $21M 17% Mar 2024
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Wells Fargo & Company 754k $18M -4% Mar 2024
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WealthPlan Investment Management 659k $16M 100% Mar 2024
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Richard P Slaughter Associates 573k $14M 6882% Mar 2024
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3EDGE Asset Management 457k $11M 262% Mar 2024
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Envestnet Asset Management 457k $11M 100% Mar 2024
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Astor Investment Management 416k $10M -2% Mar 2024
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Feltz Wealth PLAN 385k $9.4M 100% Mar 2024
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LPL Financial 286k $7.0M 100% Mar 2024
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Arq Wealth Advisors 212k $5.2M 100% Mar 2024
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Peak Financial Advisors 207k $5.0M -55% Mar 2024
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UBS Group 187k $4.6M 100% Mar 2024
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Flagship Harbor Advisors 162k $3.9M 15% Mar 2024
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Principal Securities 147k $3.6M 720% Mar 2024
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Branch Banking & Trust Company 126k $3.1M -2% Mar 2024
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Orion Portfolio Solutions 126k $3.1M -5% Mar 2024
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BlackDiamond Wealth Management 122k $3.0M 9% Mar 2024
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Simplify Asset Management 120k $2.9M 0% Mar 2024
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Jane Street 120k $2.9M -11% Mar 2024
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Advisor Group Holdings 112k $2.7M -58% Mar 2024
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Atria Investments 107k $2.6M 2% Mar 2024
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Legacy Capital Group California 90k $2.2M -1% Mar 2024
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Citizens Financial Group 89k $2.2M 28% Mar 2024
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AE Wealth Management 76k $1.9M -55% Mar 2024
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Pekin, Singer Strauss Asset Management 73k $1.8M 34% Mar 2024
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Prosperity Wealth Management 67k $1.6M -12% Mar 2024
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Flow Traders US 60k $1.5M 284% Mar 2024
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Wealthcare Advisory Partners 59k $1.4M 13% Mar 2024
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Continuum Advisory 56k $1.4M 1% Mar 2024
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Narus Financial Partners 50k $1.2M 3% Mar 2024
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Encompass More Asset Management 42k $1.0M 8% Mar 2024
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SRS Capital Advisors 33k $810k 46% Dec 2023
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HighTower Advisors 28k $694k 15% Mar 2024
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Elevated Capital Advisors 28k $689k -22% Mar 2024
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Belpointe Asset Management 24k $592k 100% Mar 2024
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Fortis Capital Advisors 24k $592k 100% Mar 2024
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 24k $573k 100% Mar 2024
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Andina Capital Management 22k $546k 100% Mar 2024
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Cambridge Investment Research Advisors 21k $513k 18% Mar 2024
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Mid-American Wealth Advisory Group 20k $489k 100% Mar 2024
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AlphaMark Advisors 16k $398k -8% Mar 2024
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Kestra Advisory Services 16k $394k 100% Dec 2023
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Wealth Enhancement Advisory Services 13k $316k 18% Mar 2024
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CPA Asset Management 13k $309k 100% Mar 2024
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Advisory Services Network 12k $301k 2% Mar 2024
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Arete Wealth Advisors 12k $300k -73% Mar 2024
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Bank of New York Mellon 12k $295k -18% Mar 2024
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Stegent Equity Advisors 12k $288k 100% Mar 2024
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Fortitude Family Office 12k $283k 137% Mar 2024
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Axxcess Wealth Management 11k $269k 100% Dec 2023
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Davenport & Co 11k $263k 100% Mar 2024
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Change Path 10k $250k 100% Dec 2023
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Mutual Advisors 10k $243k 100% Mar 2024
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Sigma Planning 9.7k $238k 100% Mar 2024
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Reuter James Wealth Management 9.2k $224k -1% Mar 2024
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Outlook Wealth Advisors 8.3k $202k -63% Mar 2024
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Raleigh Capital Management 7.0k $172k -13% Mar 2024
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IFP Advisors 4.2k $104k 100% Dec 2023
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Parkside Financial Bank & Trust 4.0k $97k 100% Mar 2024
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Mather Group 1.3k $32k 100% Mar 2024
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Goss Wealth Management 720.00 $18k 100% Mar 2024
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Absolute Investment Management 623.00 $15k 100% Mar 2024
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FTB Advisors 428.00 $10k 0% Mar 2024
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Aspire Private Capital 161.00 $3.9k 5% Mar 2024
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Signature 42.00 $1.0k 5% Mar 2024
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Morgan Stanley 1.00 $37.000000 100% Mar 2024
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Worth Asset Management Dec 2023 33k $798k
New Millennium Group Dec 2023 1.3k $33k
Valley National Advisers Dec 2023 409.00 $10k
Sound Income Strategies Dec 2023 339.00 $8.3k
FMR Sep 2023 1.00 $25.000000