SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 52 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2023. The put-call ratio across all filers is 5.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $9,097,703 | -3.4% | 149,265 | +13.5% | 0.25% | -12.8% |
Q4 2022 | $9,416,721 | +5.1% | 131,500 | +0.1% | 0.29% | -8.5% |
Q3 2022 | $8,960,000 | +16.5% | 131,391 | -3.5% | 0.32% | +20.2% |
Q2 2022 | $7,689,000 | +366.6% | 136,155 | +311.8% | 0.26% | +436.7% |
Q1 2022 | $1,648,000 | – | 33,062 | – | 0.05% | – |
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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% |