SIMPLIFY EXCHANGE TRADED FUN's ticker is SVOL and the CUSIP is 82889N863.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,875 | – | 83,300 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TMD Wealth Management, LLC | 1,010,530 | $23,191,662 | 6.04% |
PACIFIC FINANCIAL GROUP INC | 182,149 | $4,180,322 | 2.74% |
Worth Asset Management, LLC | 116,025 | $2,662,773 | 2.03% |
Bison Wealth, LLC | 285,294 | $6,547,505 | 1.22% |
Cumberland Partners Ltd | 250,399 | $5,746,657 | 0.53% |
Simplify Asset Management Inc. | 119,401 | $2,740,253 | 0.36% |
Blueprint Investment Partners LLC | 28,049 | $643,725 | 0.23% |
Collaborative Wealth Managment Inc. | 16,787 | $385,272 | 0.23% |
OneDigital Investment Advisors LLC | 339,070 | $7,781,657 | 0.17% |
Ausdal Financial Partners, Inc. | 51,748 | $1,187,617 | 0.16% |