SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N772.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $335,000 | -56.5% | 13,356 | -54.0% | 0.00% | – |
| Q2 2023 | $771,000 | +63.3% | 29,020 | +54.4% | 0.00% | – |
| Q1 2023 | $472,000 | +807.7% | 18,800 | +854.3% | 0.00% | – |
| Q4 2022 | $52,000 | +8.3% | 1,970 | -2.2% | 0.00% | – |
| Q3 2022 | $48,000 | -22.6% | 2,015 | -19.9% | 0.00% | – |
| Q2 2022 | $62,000 | – | 2,515 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 112,947 | $2,836,101 | 0.73% |
| LEE DANNER & BASS INC | 128,493 | $3,226 | 0.29% |
| Gladstone Institutional Advisory LLC | 110,447 | $2,773,324 | 0.18% |
| Insight Advisors, LLC/ PA | 19,618 | $492,599 | 0.11% |
| WNY Asset Management, LLC | 16,560 | $415,821 | 0.08% |
| AXS Investments LLC | 9,545 | $239,675 | 0.06% |
| Patriot Financial Group Insurance Agency, LLC | 10,928 | $274,396 | 0.06% |
| FLOW TRADERS U.S. LLC | 11,290 | $283 | 0.01% |
| Solstein Capital, LLC | 534 | $13,409 | 0.01% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 13,582 | $341,044 | 0.01% |