SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 51 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2023. The put-call ratio across all filers is 2.64 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,128,097 | -35.7% | 22,281 | -57.7% | 0.00% | 0.0% |
Q2 2023 | $3,309,297 | +5.5% | 52,713 | +2.4% | 0.00% | -50.0% |
Q1 2023 | $3,137,716 | +279.4% | 51,480 | +345.8% | 0.00% | – |
Q4 2022 | $826,921 | -22.6% | 11,548 | -26.3% | 0.00% | -100.0% |
Q3 2022 | $1,069,000 | -85.3% | 15,672 | -87.8% | 0.00% | -75.0% |
Q2 2022 | $7,250,000 | – | 128,380 | – | 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% |