SIMPLIFY EXCHANGE TRADED FUN's ticker is SVOL and the CUSIP is 82889N863. A total of 15 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| TMD Wealth Management, LLC | 987,688 | $22,232,853 | 6.34% |
| PEAK FINANCIAL ADVISORS LLC | 190,636 | $4,291,216 | 4.64% |
| Worth Asset Management, LLC | 56,486 | $1,271,501 | 1.03% |
| Cumberland Partners Ltd | 250,883 | $5,647,377 | 0.54% |
| Financial Enhancement Group LLC | 99,164 | $2,217,307 | 0.43% |
| Collaborative Wealth Managment Inc. | 16,787 | $377,886 | 0.22% |
| AlphaStar Capital Management, LLC | 79,496 | $1,789,455 | 0.22% |
| Bison Wealth, LLC | 45,952 | $1,034,389 | 0.20% |
| OneDigital Investment Advisors LLC | 372,464 | $8,384,174 | 0.18% |
| Smith Anglin Financial, LLC | 50,779 | $1,143,026 | 0.14% |