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
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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 |
|---|---|---|---|---|---|
| TMD Wealth Management | 1.4M | $33M | 47% | Mar 2024 |
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| Resources Investment Advisors | 765k | $17M | 105% | Mar 2024 |
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| Peak Financial Advisors | 342k | $7.8M | 30% | Mar 2024 |
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| Jane Street | 267k | $6.1M | 490% | Mar 2024 |
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| Cumberland Partners | 259k | $5.9M | -28% | Mar 2024 |
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| AE Wealth Management | 213k | $4.8M | 40% | Mar 2024 |
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| Avestar Capital | 191k | $4.4M | 100% | Mar 2024 |
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| 3EDGE Asset Management | 147k | $3.3M | 100% | Mar 2024 |
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| Commonwealth Equity Services | 133k | $3.0M | -2% | Mar 2024 |
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| One Capital Management | 98k | $2.2M | 100% | Mar 2024 |
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| Captrust Financial Advisors | 90k | $2.0M | 0% | Mar 2024 |
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| Arete Wealth Advisors | 82k | $1.9M | 13% | Mar 2024 |
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| Smith Anglin Financial | 78k | $1.8M | 11% | Mar 2024 |
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| Citadel Advisors | 75k | $1.7M | -36% | Mar 2024 |
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| Lakeview Capital Partners | 47k | $1.1M | -2% | Mar 2024 |
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| Visionary Wealth Advisors | 39k | $880k | 85% | Mar 2024 |
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| Park Edge Advisors | 35k | $794k | 92% | Mar 2024 |
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| Ausdal Financial Partners | 34k | $759k | 1% | Mar 2024 |
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| Hrt Financial | 31k | $702k | 223% | Mar 2024 |
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| HBW Advisory Services | 30k | $692k | 0% | Mar 2024 |
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| Cambridge Advisors | 26k | $590k | 7% | Mar 2024 |
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| Lee Financial Group Hawaii | 26k | $577k | 6% | Mar 2024 |
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| Atlas Financial Advisors | 24k | $548k | 100% | Mar 2024 |
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| Andina Capital Management | 24k | $545k | 100% | Mar 2024 |
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| Aspen Wealth Strategies | 23k | $511k | 100% | Mar 2024 |
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| Castleview Partners | 22k | $495k | -79% | Mar 2024 |
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| Worth Asset Management | 22k | $492k | -52% | Mar 2024 |
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| Wolverine Trading | 21k | $468k | 100% | Mar 2024 |
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| Aptus Capital Advisors | 21k | $466k | 100% | Mar 2024 |
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| Bank of America Corporation | 19k | $435k | 100816% | Mar 2024 |
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| Collaborative Wealth Managment | 18k | $410k | 8% | Mar 2024 |
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| Janney Montgomery Scott | 18k | $410k | 0% | Mar 2024 |
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| EPG Wealth Management | 15k | $341k | 11% | Dec 2023 |
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| Citizens Financial Group | 15k | $340k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 15k | $340k | 156% | Mar 2024 |
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| CWM | 14k | $317k | -11% | Mar 2024 |
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| CPA Asset Management | 14k | $315k | 100% | Mar 2024 |
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| Integrated Wealth Concepts | 11k | $238k | 100% | Mar 2024 |
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| Cambridge Investment Research Advisors | 9.9k | $224k | 100% | Mar 2024 |
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| CAP Partners | 9.7k | $220k | 100% | Mar 2024 |
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| Toroso Investments | 9.2k | $208k | -9% | Mar 2024 |
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| TD Waterhouse Canada | 4.0k | $90k | 100% | Mar 2024 |
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| Fortitude Family Office | 3.7k | $84k | 100% | Mar 2024 |
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| Morgan Stanley | 3.3k | $78k | -70% | Mar 2024 |
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| Bank Of Montreal | 2.6k | $58k | 100% | Mar 2024 |
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| SRS Capital Advisors | 2.3k | $53k | 103% | Dec 2023 |
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| Iron Horse Wealth Management | 1.6k | $36k | 0% | Mar 2024 |
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| Advisor Group Holdings | 1.6k | $36k | 28% | Mar 2024 |
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| Atlantic Trust | 1.6k | $36k | 100% | Mar 2024 |
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| Simplex Trading | 1.6k | $35k | 100% | Mar 2024 |
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| Royal Bank of Canada | 398.00 | $9.0k | -49% | Mar 2024 |
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| Glassman Wealth Services | 295.00 | $6.7k | 100% | Mar 2024 |
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| VitalStone Financial | 226.00 | $5.0k | 85% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 220.00 | $5.0k | 0% | Mar 2024 |
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| Tucker Asset Management | 220.00 | $5.0k | 0% | Dec 2023 |
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| FMR | 2.00 | $45.000000 | 100% | Mar 2024 |
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| Larson Financial Group | 1.00 | $14.000000 | 0% | Mar 2024 |
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| UBS Group | 1.00 | $23.000000 | -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 |
|---|---|---|---|
| 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 |