SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N699.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,978,299 | +1.5% | 71,808 | -5.4% | 0.02% | +5.9% |
| Q2 2023 | $1,948,364 | +4.3% | 75,930 | -4.8% | 0.02% | -5.6% |
| Q1 2023 | $1,868,213 | +38.0% | 79,770 | +52.2% | 0.02% | -73.5% |
| Q4 2022 | $1,353,466 | -43.7% | 52,406 | -36.1% | 0.07% | +142.9% |
| Q3 2022 | $2,406,000 | +134.3% | 82,026 | +119.2% | 0.03% | +211.1% |
| Q2 2022 | $1,027,000 | – | 37,427 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 211,447 | $5,825,365 | 6.30% |
| PACIFIC FINANCIAL GROUP INC | 176,891 | $4,873,347 | 3.18% |
| Bison Wealth, LLC | 148,301 | $4,085,682 | 0.79% |
| Clear Creek Financial Management, LLC | 126,735 | $3,491,549 | 0.61% |
| Simplify Asset Management Inc. | 186,574 | $5,140,114 | 0.59% |
| Financial Enhancement Group LLC | 86,641 | $2,308,559 | 0.44% |
| Aries Wealth Management | 32,320 | $861,166 | 0.34% |
| ORG Partners LLC | 20,367 | $561,062 | 0.17% |
| Solstein Capital, LLC | 6,010 | $165,576 | 0.14% |
| Ironsides Asset Advisors, LLC | 11,190 | $308,285 | 0.14% |