SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 36 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,593 | +42.7% | 69,029 | -6.2% | 0.10% | +50.0% |
| Q2 2023 | $4,619 | -13.2% | 73,573 | -15.7% | 0.07% | -16.5% |
| Q1 2023 | $5,320 | -29.9% | 87,279 | -17.6% | 0.08% | -26.2% |
| Q4 2022 | $7,588 | -99.9% | 105,964 | +7.4% | 0.11% | -10.1% |
| Q3 2022 | $6,728,000 | +28.0% | 98,667 | +6.0% | 0.12% | +32.2% |
| Q2 2022 | $5,258,000 | +52.2% | 93,104 | +34.3% | 0.09% | +73.1% |
| Q1 2022 | $3,455,000 | +931.3% | 69,317 | +676.7% | 0.05% | +766.7% |
| Q4 2021 | $335,000 | +12.4% | 8,925 | +21.8% | 0.01% | 0.0% |
| Q3 2021 | $298,000 | +34.8% | 7,325 | +37.6% | 0.01% | +50.0% |
| Q2 2021 | $221,000 | – | 5,325 | – | 0.00% | – |
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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% |