SIMPLIFY EXCHANGE TRADED FUN's ticker is SVOL and the CUSIP is 82889N863. A total of 15 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $497,656 | +6.5% | 22,108 | +8.6% | 0.13% | +11.7% |
| Q2 2023 | $467,352 | +12.0% | 20,364 | +6.1% | 0.12% | +12.1% |
| Q1 2023 | $417,380 | -47.5% | 19,190 | -47.1% | 0.11% | -49.8% |
| Q4 2022 | $794,448 | -27.2% | 36,276 | -30.6% | 0.21% | -31.9% |
| Q3 2022 | $1,092,000 | +62.3% | 52,264 | +72.4% | 0.31% | +70.1% |
| Q2 2022 | $673,000 | +22.1% | 30,314 | +34.2% | 0.18% | +40.5% |
| Q1 2022 | $551,000 | +9.1% | 22,591 | +20.8% | 0.13% | +14.9% |
| Q4 2021 | $505,000 | +46.8% | 18,699 | +44.3% | 0.11% | +35.7% |
| Q3 2021 | $344,000 | – | 12,956 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TMD Wealth Management, LLC | 987,688 | $22,232,853 | 6.34% |
| PEAK FINANCIAL ADVISORS LLC | 190,636 | $4,291,216 | 4.64% |
| Worth Asset Management, LLC | 56,486 | $1,271,501 | 1.03% |
| Cumberland Partners Ltd | 250,883 | $5,647,377 | 0.54% |
| Financial Enhancement Group LLC | 99,164 | $2,217,307 | 0.43% |
| Collaborative Wealth Managment Inc. | 16,787 | $377,886 | 0.22% |
| AlphaStar Capital Management, LLC | 79,496 | $1,789,455 | 0.22% |
| Bison Wealth, LLC | 45,952 | $1,034,389 | 0.20% |
| OneDigital Investment Advisors LLC | 372,464 | $8,384,174 | 0.18% |
| Smith Anglin Financial, LLC | 50,779 | $1,143,026 | 0.14% |