SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 36 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,953 | +46.2% | 3,737 | -3.9% | 0.07% | +53.3% |
| Q2 2023 | $244,167 | +0.1% | 3,889 | +1.6% | 0.04% | -40.8% |
| Q1 2023 | $243,844 | -18.1% | 3,826 | -21.5% | 0.08% | -20.0% |
| Q4 2022 | $297,829 | -35.1% | 4,874 | -27.7% | 0.10% | -47.2% |
| Q3 2022 | $459,000 | -53.9% | 6,745 | -61.7% | 0.18% | -68.5% |
| Q2 2022 | $995,000 | +385.4% | 17,617 | +329.1% | 0.57% | +443.8% |
| Q1 2022 | $205,000 | +83.0% | 4,106 | +38.2% | 0.10% | +61.5% |
| Q4 2021 | $112,000 | +28.7% | 2,971 | +38.4% | 0.06% | +62.5% |
| Q3 2021 | $87,000 | – | 2,147 | – | 0.04% | – |
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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% |