SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 51 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2023. The put-call ratio across all filers is 2.64 and the average weighting 0.1%.
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 | 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% |