SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N699.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,085,682 | – | 148,301 | – | 0.79% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 268,967 | $6,299,207 | 5.32% |
| Simplify Asset Management Inc. | 211,870 | $4,961,995 | 0.71% |
| Clear Creek Financial Management, LLC | 110,524 | $2,588,472 | 0.49% |
| Financial Enhancement Group LLC | 89,656 | $2,240,503 | 0.44% |
| ORG Partners LLC | 72,622 | $1,700,087 | 0.42% |
| Stegent Equity Advisors, Inc. | 11,487 | $269,028 | 0.27% |
| Aries Wealth Management | 23,520 | $550,838 | 0.23% |
| Dakota Wealth Management | 137,248 | $3,214,349 | 0.22% |
| Proficio Capital Partners LLC | 55,190 | $1,292,550 | 0.20% |
| WealthShield Partners, LLC | 49,129 | $1,150,601 | 0.18% |