Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: SVOL
- CUSIP Number: 82889n863
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 csv Download as ExcelTop 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 |
---|---|---|---|---|---|
TMD Wealth Management | 1.4M | $33M | 47% | Mar 2024 |
|
Resources Investment Advisors | 765k | $17M | 105% | Mar 2024 |
|
Peak Financial Advisors | 342k | $7.8M | 30% | Mar 2024 |
|
Jane Street | 267k | $6.1M | 490% | Mar 2024 |
|
Cumberland Partners | 259k | $5.9M | -28% | Mar 2024 |
|
AE Wealth Management | 213k | $4.8M | 40% | Mar 2024 |
|
Avestar Capital | 191k | $4.4M | 100% | Mar 2024 |
|
3EDGE Asset Management | 147k | $3.3M | 100% | Mar 2024 |
|
Commonwealth Equity Services | 133k | $3.0M | -2% | Mar 2024 |
|
One Capital Management | 98k | $2.2M | 100% | Mar 2024 |
|
Captrust Financial Advisors | 90k | $2.0M | 0% | Mar 2024 |
|
Arete Wealth Advisors | 82k | $1.9M | 13% | Mar 2024 |
|
Smith Anglin Financial | 78k | $1.8M | 11% | Mar 2024 |
|
Citadel Advisors | 75k | $1.7M | -36% | Mar 2024 |
|
Lakeview Capital Partners | 47k | $1.1M | -2% | Mar 2024 |
|
Visionary Wealth Advisors | 39k | $880k | 85% | Mar 2024 |
|
Park Edge Advisors | 35k | $794k | 92% | Mar 2024 |
|
Ausdal Financial Partners | 34k | $759k | 1% | Mar 2024 |
|
Hrt Financial | 31k | $702k | 223% | Mar 2024 |
|
HBW Advisory Services | 30k | $692k | 0% | Mar 2024 |
|
Cambridge Advisors | 26k | $590k | 7% | Mar 2024 |
|
Lee Financial Group Hawaii | 26k | $577k | 6% | Mar 2024 |
|
Atlas Financial Advisors | 24k | $548k | 100% | Mar 2024 |
|
Andina Capital Management | 24k | $545k | 100% | Mar 2024 |
|
Aspen Wealth Strategies | 23k | $511k | 100% | Mar 2024 |
|
Castleview Partners | 22k | $495k | -79% | Mar 2024 |
|
Worth Asset Management | 22k | $492k | -52% | Mar 2024 |
|
Wolverine Trading | 21k | $468k | 100% | Mar 2024 |
|
Aptus Capital Advisors | 21k | $466k | 100% | Mar 2024 |
|
Bank of America Corporation | 19k | $435k | 100816% | Mar 2024 |
|
Collaborative Wealth Managment | 18k | $410k | 8% | Mar 2024 |
|
Janney Montgomery Scott | 18k | $410k | 0% | Mar 2024 |
|
EPG Wealth Management | 15k | $341k | 11% | Dec 2023 |
|
Citizens Financial Group | 15k | $340k | 0% | Mar 2024 |
|
Jpmorgan Chase & Co | 15k | $340k | 156% | Mar 2024 |
|
CWM | 14k | $317k | -11% | Mar 2024 |
|
CPA Asset Management | 14k | $315k | 100% | Mar 2024 |
|
Integrated Wealth Concepts | 11k | $238k | 100% | Mar 2024 |
|
Cambridge Investment Research Advisors | 9.9k | $224k | 100% | Mar 2024 |
|
CAP Partners | 9.7k | $220k | 100% | Mar 2024 |
|
Toroso Investments | 9.2k | $208k | -9% | Mar 2024 |
|
TD Waterhouse Canada | 4.0k | $90k | 100% | Mar 2024 |
|
Fortitude Family Office | 3.7k | $84k | 100% | Mar 2024 |
|
Morgan Stanley | 3.3k | $78k | -70% | Mar 2024 |
|
Bank Of Montreal | 2.6k | $58k | 100% | Mar 2024 |
|
SRS Capital Advisors | 2.3k | $53k | 103% | Dec 2023 |
|
Iron Horse Wealth Management | 1.6k | $36k | 0% | Mar 2024 |
|
Advisor Group Holdings | 1.6k | $36k | 28% | Mar 2024 |
|
Atlantic Trust | 1.6k | $36k | 100% | Mar 2024 |
|
Simplex Trading | 1.6k | $35k | 100% | Mar 2024 |
|
Royal Bank of Canada | 398.00 | $9.0k | -49% | Mar 2024 |
|
Glassman Wealth Services | 295.00 | $6.7k | 100% | Mar 2024 |
|
VitalStone Financial | 226.00 | $5.0k | 85% | Mar 2024 |
|
Nelson, Van Denburg & Campbell Wealth Management | 220.00 | $5.0k | 0% | Mar 2024 |
|
Tucker Asset Management | 220.00 | $5.0k | 0% | Dec 2023 |
|
FMR | 2.00 | $45.000000 | 100% | Mar 2024 |
|
Larson Financial Group | 1.00 | $14.000000 | 0% | Mar 2024 |
|
UBS Group | 1.00 | $23.000000 | -100% | Mar 2024 |
|
Who sold out of Simplify Exchange Traded Fun?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
AlphaStar Capital Management | Dec 2023 | 155k | $3.5M |
Susquehanna International | Sep 2023 | 24k | $529k |
Envestnet Asset Management | Sep 2023 | 15k | $345k |
IFP Advisors | Sep 2023 | 11k | $252k |
New Millennium Group | Dec 2023 | 684.00 | $16k |
Advisory Services Network | Dec 2023 | 200.00 | $4.6k |
Sound Income Strategies | Dec 2023 | 79.00 | $1.8k |
Capital Investment Advisory Services | Dec 2023 | 59.00 | $1.3k |