Triad Investment Management - SIMPLIFY EXCHANGE TRADED FUN ownership

SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 53 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
Triad Investment Management ownership history of SIMPLIFY EXCHANGE TRADED FUN
ValueSharesWeighting
Q2 2023$902,714
+2.8%
14,379
-0.2%
1.26%
-1.6%
Q1 2023$878,533
+12.4%
14,414
+32.1%
1.28%
+4.5%
Q4 2022$781,337
+0.2%
10,911
-4.6%
1.22%
-9.7%
Q3 2022$780,00011,4341.35%
Other shareholders
SIMPLIFY EXCHANGE TRADED FUN shareholders Q1 2023
NameSharesValueWeighting ↓
Ferguson Shapiro LLC 154,407$7,388,3752.90%
Park Edge Advisors, LLC 65,003$3,110,3940.95%
Pekin Hardy Strauss, Inc. 94,020$4,498,8570.62%
Professional Financial Advisors, LLC 14,940$714,9010.20%
Fortis Group Advisors, LLC 11,976$573,0330.11%
Fortis Capital Advisors, LLC 5,760$275,6160.10%
Hilltop Holdings Inc. 15,089$722,0090.08%
ZAZOVE ASSOCIATES LLC 23,708$1,134,4280.07%
VitalStone Financial, LLC 1,717$82,1580.06%
S.A. Mason LLC 1,625$77,7560.04%
View complete list of SIMPLIFY EXCHANGE TRADED FUN shareholders