SIMPLIFY EXCHANGE TRADED FUN shareholder history

Current and past SIMPLIFY EXCHANGE TRADED FUN shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Herr Investment Group LLC 440.50%0.89%1.07%Q4 2022Q3 20234
JANE STREET GROUP, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
OSAIC HOLDINGS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
COMMONWEALTH EQUITY SERVICES, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.47%0.53%0.62%Q4 2022Q3 20234
Simplify Asset Management Inc. 440.70%0.95%1.14%Q4 2022Q3 20234
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
HighTower Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
NewEdge Advisors, LLC 330.08%0.10%0.12%Q4 2022Q2 20233
Parallel Advisors, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Ancora Advisors LLC 330.02%0.08%0.20%Q1 2023Q3 20233
NATIONAL BANK OF CANADA /FI/ 330.00%0.00%0.00%Q1 2023Q3 20233
BlackDiamond Wealth Management, LLC 331.84%2.73%4.49%Q1 2023Q3 20233
Trek Financial, LLC 330.09%1.17%1.78%Q1 2023Q3 20233
B.O.S.S. Retirement Advisors, LLC 330.20%0.20%0.20%Q2 2023Q4 20233
Tidal Investments LLC 330.04%0.06%0.08%Q1 2023Q3 20233
Great Lakes Retirement, Inc. 220.14%0.15%0.15%Q2 2023Q3 20232
Authentikos Wealth Advisory, LLC 220.32%0.32%0.32%Q2 2023Q3 20232
PEAK FINANCIAL ADVISORS LLC 224.96%7.81%10.66%Q2 2023Q3 20232
Citadel Advisors 110.00%0.00%0.00%Q1 2023Q3 20232
Dakota Wealth Management 220.42%0.48%0.54%Q2 2023Q3 20232
Richard W. Paul & Associates, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
UBS Group AG 110.00%0.00%0.00%Q4 2022Q3 20232
Regal Investment Advisors LLC 220.02%0.03%0.03%Q2 2023Q3 20232
JAMES INVESTMENT RESEARCH INC 220.08%0.10%0.11%Q1 2023Q2 20232
TRUIST FINANCIAL CORP 220.01%0.01%0.01%Q2 2023Q3 20232
ROYAL BANK OF CANADA 220.00%0.00%0.00%Q2 2023Q3 20232
IFP Advisors, Inc 220.01%0.01%0.01%Q1 2023Q2 20232
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.00%0.01%Q2 2023Q3 20232
Municipal Employees' Retirement System of Michigan 224.62%4.82%5.02%Q2 2023Q3 20232
MORGAN STANLEY 220.00%0.00%0.00%Q2 2023Q3 20232
Financial Enhancement Group LLC 222.61%2.62%2.63%Q2 2023Q3 20232
AE Wealth Management LLC 220.07%0.08%0.08%Q2 2023Q3 20232
3D/L Capital Management, LLC 110.53%0.53%0.53%Q4 2022Q4 20221
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Global Retirement Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LPL Financial LLC 110.00%0.00%0.00%Q3 2023Q3 20231
True Wealth Design, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TMD Wealth Management, LLC 112.31%2.31%2.31%Q1 2023Q1 20231
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q2 2023Q2 20231
AlphaQ Advisors LLC 110.31%0.31%0.31%Q3 2023Q3 20231
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2022Q4 20221
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FMR LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Realta Investment Advisors 110.02%0.02%0.02%Q2 2023Q2 20231
ALTFEST L J & CO INC 110.64%0.64%0.64%Q3 2023Q3 20231
Smith Anglin Financial, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Belpointe Asset Management LLC 110.06%0.06%0.06%Q3 2023Q3 20231

This page lists all the filers that currently own SIMPLIFY EXCHANGE TRADED FUN or have owned SIMPLIFY EXCHANGE TRADED FUN in the past.