Bison Wealth, LLC - SIMPLIFY EXCHANGE TRADED FUN ownership

SIMPLIFY EXCHANGE TRADED FUN's ticker is SVOL and the CUSIP is 82889N863. A total of 40 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of SIMPLIFY EXCHANGE TRADED FUN
ValueSharesWeighting
Q3 2023$1,034,389
-84.2%
45,952
-83.9%
0.20%
-83.5%
Q2 2023$6,547,505
+27181.3%
285,294
+26316.1%
1.22%
+8578.6%
Q2 2022$24,0001,0800.01%
Other shareholders
SIMPLIFY EXCHANGE TRADED FUN shareholders Q3 2023
NameSharesValueWeighting ↓
TMD Wealth Management, LLC 987,688$22,232,8536.34%
PEAK FINANCIAL ADVISORS LLC 190,636$4,291,2164.64%
Worth Asset Management, LLC 56,486$1,271,5011.03%
Cumberland Partners Ltd 250,883$5,647,3770.54%
Financial Enhancement Group LLC 99,164$2,217,3070.43%
Collaborative Wealth Managment Inc. 16,787$377,8860.22%
AlphaStar Capital Management, LLC 79,496$1,789,4550.22%
Bison Wealth, LLC 45,952$1,034,3890.20%
OneDigital Investment Advisors LLC 372,464$8,384,1740.18%
Smith Anglin Financial, LLC 50,779$1,143,0260.14%
View complete list of SIMPLIFY EXCHANGE TRADED FUN shareholders