SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 51 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2023. The put-call ratio across all filers is 2.64 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,266,553 | -73.3% | 212,193 | -82.4% | 0.01% | -73.1% |
| Q2 2023 | $75,844,581 | +10.4% | 1,208,101 | +7.2% | 0.03% | -7.1% |
| Q1 2023 | $68,700,585 | -65.0% | 1,127,163 | -58.9% | 0.03% | -69.2% |
| Q4 2022 | $196,405,606 | +231.9% | 2,742,712 | +216.0% | 0.09% | +250.0% |
| Q3 2022 | $59,181,000 | +82.5% | 867,886 | +51.1% | 0.03% | +85.7% |
| Q2 2022 | $32,429,000 | +594.7% | 574,268 | +361.8% | 0.01% | +600.0% |
| Q4 2021 | $4,668,000 | – | 124,346 | – | 0.00% | – |
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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% |