Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: TUA
- CUSIP Number: 82889n657
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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Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
BCJ Capital Management | 1.7M | $40M | 113% | Dec 2023 |
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Financial Enhancement | 1.3M | $28M | 100% | Mar 2024 |
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Hollencrest Securities | 1.3M | $27M | 5% | Mar 2024 |
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Citadel Advisors | 935k | $21M | 689% | Mar 2024 |
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Aprio Wealth Management | 857k | $19M | 100% | Mar 2024 |
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AE Wealth Management | 715k | $16M | 8% | Mar 2024 |
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Municipal Employees' Retirement System of Michigan | 635k | $14M | -96% | Mar 2024 |
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Goldman Sachs Group | 635k | $14M | 100% | Mar 2024 |
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Herr Investment Group | 535k | $12M | -12% | Mar 2024 |
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Proficio Capital Partners | 524k | $12M | 100% | Mar 2024 |
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Ancora Advisors | 484k | $11M | 26% | Mar 2024 |
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Rockefeller Capital Management | 446k | $10M | 100% | Dec 2023 |
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Southern Farm Bureau Life Insurance | 437k | $9.6M | 100% | Mar 2024 |
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HighTower Advisors | 375k | $8.2M | 11% | Mar 2024 |
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New York State Common Retirement Fund | 367k | $8.0M | -17% | Mar 2024 |
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Royal Bank of Canada | 308k | $6.7M | -4% | Mar 2024 |
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Oakmont Partners | 299k | $6.5M | -36% | Mar 2024 |
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Peak Financial Advisors | 296k | $6.5M | -34% | Mar 2024 |
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WJ Interests | 291k | $6.4M | 450% | Mar 2024 |
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Bank of New York Mellon | 290k | $6.3M | -4% | Mar 2024 |
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Jane Street | 250k | $5.5M | 286% | Mar 2024 |
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Almanack Investment Partners | 232k | $5.1M | 33% | Mar 2024 |
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LPL Financial | 193k | $4.2M | 159% | Mar 2024 |
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Commonwealth Equity Services | 188k | $4.1M | -1% | Mar 2024 |
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Simplify Asset Management | 186k | $4.1M | -46% | Mar 2024 |
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Pekin, Singer Strauss Asset Management | 181k | $4.0M | 12% | Mar 2024 |
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Envestnet Asset Management | 181k | $4.0M | 100% | Mar 2024 |
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Mid-American Wealth Advisory Group | 155k | $3.4M | 100% | Mar 2024 |
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Altfest L J & Co | 132k | $2.9M | 1% | Mar 2024 |
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Cumberland Partners | 124k | $2.7M | 77% | Mar 2024 |
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Gladstone Institutional Advisory | 124k | $2.9M | 100% | Dec 2023 |
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Belpointe Asset Management | 120k | $2.6M | 383% | Mar 2024 |
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Principal Securities | 71k | $1.5M | 3% | Mar 2024 |
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Stephens | 70k | $1.5M | 100% | Mar 2024 |
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Great Lakes Retirement | 70k | $1.5M | 140% | Mar 2024 |
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Nwam | 69k | $1.5M | 100% | Mar 2024 |
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Pnc Financial Services | 69k | $1.5M | 2% | Mar 2024 |
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Branch Banking & Trust Company | 64k | $1.4M | -1% | Mar 2024 |
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Bluefin Capital Management | 50k | $1.1M | 0% | Mar 2024 |
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Wells Fargo & Company | 45k | $976k | -3% | Mar 2024 |
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Authentikos Wealth Advisory | 44k | $968k | 264% | Mar 2024 |
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FDx Advisors | 42k | $908k | 100% | Mar 2024 |
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Raymond James & Associates | 39k | $843k | 12% | Mar 2024 |
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Regal Investment Advisors | 29k | $640k | 111% | Mar 2024 |
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Goss Wealth Management | 29k | $640k | 100% | Mar 2024 |
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Stratos Wealth Advisors | 26k | $577k | 100% | Mar 2024 |
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Cambridge Advisors | 26k | $563k | 26% | Mar 2024 |
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Two Sigma Securities | 26k | $559k | 100% | Mar 2024 |
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Hilltop Holdings | 25k | $544k | 100% | Mar 2024 |
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Envestnet Portfolio Solutions | 23k | $508k | -1% | Mar 2024 |
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Sage Advisory Services | 20k | $446k | -4% | Mar 2024 |
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Beacon Harbor Wealth Advisors | 17k | $361k | 100% | Mar 2024 |
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Anchor Investment Management | 16k | $343k | 100% | Mar 2024 |
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Modern Wealth Management | 15k | $320k | 100% | Mar 2024 |
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Professional Financial Advisors | 15k | $319k | 100% | Mar 2024 |
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BlackDiamond Wealth Management | 14k | $300k | 0% | Mar 2024 |
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Hrt Financial | 14k | $298k | 100% | Mar 2024 |
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Carlton, Hoffferkamp & Jenks Wealth Management | 14k | $287k | 1% | Mar 2024 |
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AlphaQ Advisors | 13k | $287k | 100% | Mar 2024 |
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Straight Path Wealth Management | 13k | $282k | 100% | Mar 2024 |
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GFS Advisors | 9.7k | $212k | -11% | Mar 2024 |
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Simplex Trading | 9.6k | $209k | -81% | Mar 2024 |
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Bank of America Corporation | 8.7k | $190k | -1% | Mar 2024 |
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National Bank Of Canada /fi/ | 2.5k | $58k | -53% | Dec 2023 |
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Morgan Stanley | 1.9k | $48k | -44% | Mar 2024 |
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Advisor Group Holdings | 1.2k | $25k | -98% | Mar 2024 |
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Pineridge Advisors | 1.0k | $22k | 136% | Mar 2024 |
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Brian McDonald | 960.00 | $21k | 100% | Mar 2024 |
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Us Bancorp | 559.00 | $12k | 0% | Mar 2024 |
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UBS Group | 394.00 | $8.6k | 100% | Mar 2024 |
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Nbc Securities | 341.00 | $7.0k | 0% | Mar 2024 |
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Sound Income Strategies | 130.00 | $2.8k | 100% | Mar 2024 |
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Richard W. Paul & Associates | 46.00 | $1.1k | 31% | Dec 2023 |
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FMR | 35.00 | $764.998500 | 1650% | Mar 2024 |
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Tucker Asset Management | 12.00 | $278.000400 | 100% | Dec 2023 |
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Who sold out of Simplify Exchange Traded Fun?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Advisory Services Network | Dec 2023 | 59k | $1.4M |
B.O.S.S. Retirement Advisors | Dec 2023 | 42k | $971k |
Toroso Investments | Dec 2023 | 39k | $908k |
Wolverine Trading | Dec 2023 | 39k | $905k |
Northern Oak Capital Management | Dec 2023 | 36k | $822k |
SFG Wealth Management | Dec 2023 | 35k | $815k |
Private Advisor | Dec 2023 | 24k | $552k |
Centric Wealth Management | Dec 2023 | 22k | $494k |
Brookstone Capital Management | Dec 2023 | 14k | $333k |
Smith Anglin Financial | Dec 2023 | 13k | $308k |
Evanson Asset Management | Dec 2023 | 10k | $234k |
WMS Partners | Dec 2023 | 10k | $0 |
Jpmorgan Chase & Co | Dec 2023 | 4.3k | $100k |
VisionPoint Advisory Group | Dec 2023 | 153.00 | $3.5k |
Oliver Lagore Vanvalin Investment Group | Dec 2023 | 93.00 | $2.2k |