SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 14 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,753,000 | +53215.1% | 18,350 | -65.0% | 0.18% | -39.3% |
| Q2 2023 | $3,288 | +3.0% | 52,380 | 0.0% | 0.30% | +3.4% |
| Q1 2023 | $3,193 | -14.9% | 52,380 | 0.0% | 0.29% | -16.4% |
| Q4 2022 | $3,751 | -99.9% | 52,380 | 0.0% | 0.35% | +7.4% |
| Q3 2022 | $3,572,000 | +20.8% | 52,380 | 0.0% | 0.32% | +14.9% |
| Q2 2022 | $2,958,000 | +13.3% | 52,380 | 0.0% | 0.28% | +22.2% |
| Q1 2022 | $2,611,000 | +22.6% | 52,380 | 0.0% | 0.23% | +23.7% |
| Q3 2021 | $2,130,000 | -1.8% | 52,380 | 0.0% | 0.19% | -4.6% |
| Q2 2021 | $2,169,000 | – | 52,380 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISTA FINANCE, LLC | 35,474 | $2,540,315 | 3.57% |
| MOULTON WEALTH MANAGEMENT, INC | 14,890 | $936,432 | 3.20% |
| Stegent Equity Advisors, Inc. | 20,959 | $1,500,876 | 1.80% |
| Triad Investment Management | 10,911 | $781,337 | 1.22% |
| Worth Asset Management, LLC | 21,862 | $1,565,559 | 1.09% |
| TMD Wealth Management, LLC | 33,744 | $2,416,408 | 1.08% |
| Ibex Investors LLC | 16,750 | $1,199,468 | 0.80% |
| Simplify Asset Management Inc. | 60,290 | $4,317,367 | 0.66% |
| Pekin Hardy Strauss, Inc. | 60,790 | $4,353,172 | 0.60% |
| ZAZOVE ASSOCIATES LLC | 52,380 | $3,751 | 0.35% |