SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N764. A total of 18 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,430,000 | -3.3% | 182,040 | -1.4% | 0.01% | -11.1% |
| Q2 2023 | $4,583,000 | +2.3% | 184,625 | -2.6% | 0.01% | -10.0% |
| Q1 2023 | $4,478,000 | +910.8% | 189,474 | +869.6% | 0.01% | +900.0% |
| Q4 2022 | $443,000 | -96.4% | 19,541 | -96.3% | 0.00% | -97.0% |
| Q3 2022 | $12,151,000 | +0.4% | 532,864 | +1.3% | 0.03% | +6.5% |
| Q2 2022 | $12,102,000 | – | 526,094 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ovata Capital Management Ltd | 800,000 | $18,144,000 | 6.73% |
| Financial Enhancement Group LLC | 761,113 | $17,346,000 | 4.01% |
| WealthPlan Investment Management, LLC | 961,494 | $22,653,000 | 1.65% |
| SMITH, MOORE & CO. | 134,390 | $3,063,000 | 0.46% |
| Brinker Capital Investments, LLC | 120,164 | $2,739,000 | 0.06% |
| HighTower Advisors, LLC | 532,864 | $12,151,000 | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 86,095 | $1,962,000 | 0.03% |
| TD Capital Management LLC | 7,269 | $166,000 | 0.02% |
| Orion Portfolio Solutions, LLC | 15,239 | $347,000 | 0.01% |
| OLD MISSION CAPITAL LLC | 14,697 | $335,000 | 0.01% |