SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 52 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2023. The put-call ratio across all filers is 5.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $157,000 | -82.6% | 2,495 | -83.1% | 0.00% | – |
| Q1 2023 | $901,000 | -68.5% | 14,776 | -63.0% | 0.00% | -100.0% |
| Q4 2022 | $2,863,000 | +18.9% | 39,975 | +13.2% | 0.00% | 0.0% |
| Q3 2022 | $2,408,000 | -19.3% | 35,318 | -33.2% | 0.00% | 0.0% |
| Q2 2022 | $2,984,000 | +103.8% | 52,846 | +79.9% | 0.00% | – |
| Q1 2022 | $1,464,000 | +44.4% | 29,381 | +8.8% | 0.00% | – |
| Q4 2021 | $1,014,000 | -1.6% | 26,994 | +6.4% | 0.00% | – |
| Q3 2021 | $1,031,000 | +16.1% | 25,360 | +18.3% | 0.00% | – |
| Q2 2021 | $888,000 | – | 21,443 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISTA FINANCE, LLC | 29,259 | $1,783,329 | 2.52% |
| TMD Wealth Management, LLC | 90,303 | $5,503,997 | 1.55% |
| Triad Investment Management | 14,414 | $878,533 | 1.28% |
| Stegent Equity Advisors, Inc. | 11,508 | $701,413 | 0.70% |
| Simplify Asset Management Inc. | 79,656 | $4,855,033 | 0.70% |
| Worth Asset Management, LLC | 10,729 | $653,911 | 0.50% |
| ZAZOVE ASSOCIATES LLC | 52,380 | $3,193 | 0.29% |
| Advisory Services Network, LLC | 149,265 | $9,097,703 | 0.25% |
| Patriot Financial Group Insurance Agency, LLC | 9,695 | $590,910 | 0.12% |
| IFP Advisors, Inc | 42,699 | $2,135,801 | 0.09% |