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 ↓ |
|---|---|---|---|
| Triad Investment Management | 11,434 | $780,000 | 1.35% |
| Worth Asset Management, LLC | 17,255 | $1,177,000 | 0.86% |
| Trek Financial, LLC | 91,081 | $6,211,000 | 0.65% |
| Simplify Asset Management Inc. | 82,005 | $5,592,000 | 0.59% |
| Claraphi Advisory Network, LLC | 13,532 | $923,000 | 0.50% |
| BlackDiamond Wealth Management, LLC | 3,346 | $271,000 | 0.33% |
| ZAZOVE ASSOCIATES LLC | 52,380 | $3,572,000 | 0.32% |
| Advisory Services Network, LLC | 131,391 | $8,960,000 | 0.32% |
| Cetera Advisors LLC | 117,172 | $7,990,000 | 0.21% |
| Bison Wealth, LLC | 6,745 | $459,000 | 0.18% |