SIMPLIFY EXCHANGE TRADED FUN's ticker is SVOL and the CUSIP is 82889N863. A total of 13 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,180,322 | +0.5% | 182,149 | -4.8% | 2.74% | -12.6% |
| Q1 2023 | $4,159,942 | +1.7% | 191,262 | +2.4% | 3.14% | +2.2% |
| Q4 2022 | $4,091,398 | +16.1% | 186,822 | +10.8% | 3.07% | -2.8% |
| Q3 2022 | $3,523,000 | +13.4% | 168,558 | +20.3% | 3.16% | +36.9% |
| Q2 2022 | $3,108,000 | +14.9% | 140,086 | +26.4% | 2.31% | +31.0% |
| Q1 2022 | $2,705,000 | +40.7% | 110,826 | +52.8% | 1.76% | +28.4% |
| Q3 2021 | $1,923,000 | +71.2% | 72,524 | +74.6% | 1.37% | +76.8% |
| Q2 2021 | $1,123,000 | – | 41,527 | – | 0.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TMD Wealth Management, LLC | 987,688 | $22,232,853 | 6.34% |
| PEAK FINANCIAL ADVISORS LLC | 190,636 | $4,291,216 | 4.64% |
| Worth Asset Management, LLC | 56,486 | $1,271,501 | 1.03% |
| Cumberland Partners Ltd | 250,883 | $5,647,377 | 0.54% |
| Financial Enhancement Group LLC | 99,164 | $2,217,307 | 0.43% |
| Collaborative Wealth Managment Inc. | 16,787 | $377,886 | 0.22% |
| AlphaStar Capital Management, LLC | 79,496 | $1,789,455 | 0.22% |
| Bison Wealth, LLC | 45,952 | $1,034,389 | 0.20% |
| OneDigital Investment Advisors LLC | 372,464 | $8,384,174 | 0.18% |
| Smith Anglin Financial, LLC | 50,779 | $1,143,026 | 0.14% |