WMS Partners, LLC - SIMPLIFY EXCHANGE TRADED FUN ownership

SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 59 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of SIMPLIFY EXCHANGE TRADED FUN
ValueSharesWeighting
Q2 2022$658,000
-36.4%
11,650
-43.9%
0.10%
-28.2%
Q1 2022$1,034,000
+134.5%
20,750
+76.6%
0.14%
+51.1%
Q4 2021$441,00011,7500.09%
Other shareholders
SIMPLIFY EXCHANGE TRADED FUN shareholders Q3 2022
NameSharesValueWeighting ↓
Triad Investment Management 11,434$780,0001.35%
Worth Asset Management, LLC 17,255$1,177,0000.86%
Trek Financial, LLC 91,081$6,211,0000.65%
Simplify Asset Management Inc. 82,005$5,592,0000.59%
Claraphi Advisory Network, LLC 13,532$923,0000.50%
BlackDiamond Wealth Management, LLC 3,346$271,0000.33%
ZAZOVE ASSOCIATES LLC 52,380$3,572,0000.32%
Advisory Services Network, LLC 131,391$8,960,0000.32%
Cetera Advisors LLC 117,172$7,990,0000.21%
Bison Wealth, LLC 6,745$459,0000.18%
View complete list of SIMPLIFY EXCHANGE TRADED FUN shareholders