SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N657. A total of 80 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2023. The put-call ratio across all filers is 12.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $49,642,328 | +81.1% | 2,328,439 | +85.8% | 2.17% | +73.0% |
| Q1 2024 | $27,412,157 | -1.2% | 1,253,414 | +4.6% | 1.26% | -52.1% |
| Q4 2023 | $27,747,220 | +531.4% | 1,198,584 | +495.7% | 2.62% | +428.0% |
| Q3 2023 | $4,394,208 | -3.7% | 201,200 | 0.0% | 0.50% | +4.9% |
| Q2 2023 | $4,563,216 | -10.6% | 201,200 | 0.0% | 0.47% | -13.0% |
| Q1 2023 | $5,104,726 | +2.4% | 201,200 | 0.0% | 0.54% | -11.5% |
| Q4 2022 | $4,986,742 | – | 201,200 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ferguson Shapiro LLC | 1,464,386 | $31,220,708 | 12.25% |
| Longview Financial Advisors, Inc. | 398,853 | $8,503,544 | 6.47% |
| Andina Capital Management, LLC | 389,494 | $8,304,012 | 6.24% |
| Financial Enhancement Group LLC | 1,348,110 | $30,143,736 | 4.86% |
| Aprio Wealth Management, LLC | 986,396 | $21,029,973 | 3.83% |
| Lloyd Advisory Services, LLC. | 345,751 | $7,371,422 | 3.47% |
| Mid-American Wealth Advisory Group, Inc. | 245,490 | $5,233,842 | 3.34% |
| WJ Interests, LLC | 301,512 | $6,428,239 | 3.20% |
| HOLLENCREST CAPITAL MANAGEMENT | 2,328,439 | $49,642,328 | 2.17% |
| Southern Farm Bureau Life Insurance | 437,050 | $9,322 | 1.53% |