SIMPLIFY EXCHANGE TRADED FUN's ticker is SVOL and the CUSIP is 82889N863. A total of 17 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 140,086 | $3,108,000 | 2.31% |
| Simplify Asset Management Inc. | 1,440,784 | $31,964,000 | 1.22% |
| Cumberland Partners Ltd | 143,541 | $3,184,000 | 0.30% |
| Collaborative Wealth Managment Inc. | 15,376 | $341,000 | 0.22% |
| Ausdal Financial Partners, Inc. | 55,412 | $1,229,000 | 0.18% |
| Cambridge Advisors Inc. | 30,314 | $673,000 | 0.18% |
| BOENNING & SCATTERGOOD, INC. | 40,400 | $896,000 | 0.17% |
| IFP Advisors, Inc | 203,126 | $5,128,000 | 0.16% |
| Smith Anglin Financial, LLC | 24,458 | $543,000 | 0.16% |
| Mach-1 Financial Group, LLC | 4,423 | $98,000 | 0.07% |