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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $71 | +4.4% | 3 | 0.0% | 0.00% | – |
| Q1 2024 | $68 | -100.0% | 3 | -100.0% | 0.00% | -100.0% |
| Q4 2023 | $287,030 | +3.9% | 11,363 | +0.2% | 0.03% | -2.9% |
| Q3 2023 | $276,341 | -1.8% | 11,340 | +0.0% | 0.03% | 0.0% |
| Q2 2023 | $281,314 | +5.0% | 11,338 | 0.0% | 0.03% | +3.0% |
| Q1 2023 | $267,926 | +4.7% | 11,338 | +0.0% | 0.03% | 0.0% |
| Q4 2022 | $255,857 | +54.1% | 11,336 | +55.9% | 0.03% | +43.5% |
| Q3 2022 | $166,000 | +115.6% | 7,269 | +140.9% | 0.02% | +155.6% |
| Q4 2021 | $77,000 | – | 3,017 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ovata Capital Management Ltd | 400,000 | $9,784,000 | 3.01% |
| SMITH, MOORE & CO. | 231,312 | $5,673,000 | 0.77% |
| Brinker Capital Investments, LLC | 142,209 | $3,488,000 | 0.05% |
| Orion Portfolio Solutions, LLC | 18,002 | $441,000 | 0.02% |
| OLD MISSION CAPITAL LLC | 8,441 | $207,000 | 0.01% |
| TRUIST FINANCIAL CORP | 42,891 | $1,052,000 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 44,804 | $1,099,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 462 | $11,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| UBS Group AG | 2,508 | $62,000 | 0.00% |