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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISTA FINANCE, LLC | 35,474 | $2,540,315 | 3.57% |
| MOULTON WEALTH MANAGEMENT, INC | 14,890 | $936,432 | 3.20% |
| Stegent Equity Advisors, Inc. | 20,959 | $1,500,876 | 1.80% |
| Triad Investment Management | 10,911 | $781,337 | 1.22% |
| Worth Asset Management, LLC | 21,862 | $1,565,559 | 1.09% |
| TMD Wealth Management, LLC | 33,744 | $2,416,408 | 1.08% |
| Ibex Investors LLC | 16,750 | $1,199,468 | 0.80% |
| Simplify Asset Management Inc. | 60,290 | $4,317,367 | 0.66% |
| Pekin Hardy Strauss, Inc. | 60,790 | $4,353,172 | 0.60% |
| ZAZOVE ASSOCIATES LLC | 52,380 | $3,751 | 0.35% |