SIMPLIFY EXCHANGE TRADED FUN's ticker is SVOL and the CUSIP is 82889N863. A total of 13 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,647,377 | -1.7% | 250,883 | +0.2% | 0.54% | +3.0% |
| Q2 2023 | $5,746,657 | +68.0% | 250,399 | +59.2% | 0.53% | +56.8% |
| Q1 2023 | $3,420,406 | +0.3% | 157,260 | +1.0% | 0.34% | -6.4% |
| Q4 2022 | $3,410,772 | +7.4% | 155,743 | +2.5% | 0.36% | +6.5% |
| Q3 2022 | $3,177,000 | -0.2% | 152,011 | +5.9% | 0.34% | +10.9% |
| Q2 2022 | $3,184,000 | -2.4% | 143,541 | +7.4% | 0.30% | +23.1% |
| Q1 2022 | $3,263,000 | -16.3% | 133,680 | -6.3% | 0.25% | -9.9% |
| Q4 2021 | $3,899,000 | – | 142,663 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 140,086 | $3,108,000 | 2.31% |
| Simplify Asset Management Inc. | 1,440,784 | $31,964,000 | 1.22% |
| Cumberland Partners Ltd | 143,541 | $3,184,000 | 0.30% |
| Collaborative Wealth Managment Inc. | 15,376 | $341,000 | 0.22% |
| Ausdal Financial Partners, Inc. | 55,412 | $1,229,000 | 0.18% |
| Cambridge Advisors Inc. | 30,314 | $673,000 | 0.18% |
| BOENNING & SCATTERGOOD, INC. | 40,400 | $896,000 | 0.17% |
| IFP Advisors, Inc | 203,126 | $5,128,000 | 0.16% |
| Smith Anglin Financial, LLC | 24,458 | $543,000 | 0.16% |
| Mach-1 Financial Group, LLC | 4,423 | $98,000 | 0.07% |