SIMPLIFY EXCHANGE TRADED FUN shareholder history

Current and past SIMPLIFY EXCHANGE TRADED FUN shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
IFP Advisors, Inc 10100.01%0.09%0.17%Q2 2021Q3 202310
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
ROYAL BANK OF CANADA 990.00%0.00%0.00%Q2 2021Q2 20239
Cambridge Advisors Inc. 990.08%0.16%0.31%Q3 2021Q3 20239
OLD MISSION CAPITAL LLC 510.01%0.03%0.08%Q2 2021Q3 20238
Cumberland Partners Ltd 880.25%0.37%0.54%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.21%0.23%0.23%Q1 2021Q3 20238
PACIFIC FINANCIAL GROUP INC 620.78%2.29%3.16%Q2 2021Q2 20238
Simplify Asset Management Inc. 880.36%1.26%2.44%Q3 2021Q2 20238
Ausdal Financial Partners, Inc. 770.10%0.16%0.18%Q1 2022Q3 20237
MORGAN STANLEY 660.00%0.00%0.00%Q2 2022Q3 20236
Smith Anglin Financial, LLC 660.14%0.16%0.17%Q2 2022Q3 20236
Tidal Investments LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Leelyn Smith, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
UBS Group AG 210.00%0.00%0.00%Q4 2021Q3 20235
OneDigital Investment Advisors LLC 550.04%0.13%0.18%Q3 2022Q3 20235
Janney Montgomery Scott LLC 550.00%0.00%0.00%Q3 2022Q3 20235
BOENNING & SCATTERGOOD, INC. 550.14%0.15%0.17%Q4 2021Q4 20225
Mach-1 Financial Group, LLC 440.01%0.07%0.16%Q4 2021Q3 20224
ENVESTNET ASSET MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
Worth Asset Management, LLC 310.03%0.82%2.03%Q3 2022Q3 20234
TMD Wealth Management, LLC 440.32%4.68%6.34%Q4 2022Q3 20234
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Bison Wealth, LLC 210.01%0.48%1.22%Q2 2022Q3 20233
Quantitative Advantage, LLC 330.28%0.29%0.30%Q3 2022Q1 20233
OSAIC HOLDINGS, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
MML INVESTORS SERVICES, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
COMMONWEALTH EQUITY SERVICES, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
BANK OF AMERICA CORP /DE/ 330.00%0.00%0.00%Q3 2022Q1 20233
AlphaMark Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Park Edge Advisors, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
WEALTHSOURCE PARTNERS, LLC 220.02%0.04%0.05%Q1 2022Q2 20222
HRT FINANCIAL LP 220.01%0.01%0.01%Q2 2023Q3 20232
Citadel Advisors 110.00%0.00%0.00%Q3 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.06%0.07%0.09%Q2 2021Q1 20222
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2022Q2 20232
Larson Financial Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CAPTRUST FINANCIAL ADVISORS 220.01%0.01%0.01%Q2 2023Q3 20232
FMR LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Financial Enhancement Group LLC 110.43%0.69%0.95%Q3 2021Q3 20232
AE Wealth Management LLC 220.00%0.01%0.01%Q2 2023Q3 20232
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Visionary Wealth Advisors 110.02%0.02%0.02%Q3 2023Q3 20231
HARBOUR INVESTMENTS, INC. 110.01%0.01%0.01%Q2 2023Q2 20231
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Arete Wealth Advisors, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q3 2023Q3 20231
PEAK FINANCIAL ADVISORS LLC 114.64%4.64%4.64%Q3 2023Q3 20231
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
First Capital Advisors Group, LLC. 110.03%0.03%0.03%Q2 2023Q2 20231
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Liquid Strategies, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Blueprint Investment Partners LLC 110.23%0.23%0.23%Q2 2023Q2 20231
AlphaStar Capital Management, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Renaissance Technologies 110.00%0.00%0.00%Q3 2023Q3 20231
HBW ADVISORY SERVICES LLC 110.10%0.10%0.10%Q3 2023Q3 20231
EPG Wealth Management LLC 110.09%0.09%0.09%Q3 2023Q3 20231
External links

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