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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $4,353,172 | +24.6% | 60,790 | -1.7% | 0.60% | +21.5% |
Q2 2022 | $3,493,000 | +145.0% | 61,856 | +116.2% | 0.49% | +178.5% |
Q1 2022 | $1,426,000 | -63.9% | 28,615 | -72.8% | 0.18% | -66.9% |
Q4 2021 | $3,951,000 | -14.7% | 105,255 | -7.6% | 0.54% | -19.1% |
Q3 2021 | $4,633,000 | -11.1% | 113,910 | -9.5% | 0.66% | -8.8% |
Q2 2021 | $5,210,000 | – | 125,815 | – | 0.72% | – |
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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% |