SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N764. A total of 22 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $13,824,739 | +3.3% | 547,298 | -0.4% | 1.42% | -8.7% |
| Q3 2023 | $13,387,770 | +35.6% | 549,406 | +38.1% | 1.56% | +11.5% |
| Q2 2023 | $9,871,470 | -27.0% | 397,870 | -30.5% | 1.40% | -9.3% |
| Q1 2023 | $13,531,169 | -40.7% | 572,627 | -40.5% | 1.54% | -3.5% |
| Q4 2022 | $22,831,403 | – | 962,538 | – | 1.60% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ovata Capital Management Ltd | 800,000 | $18,144,000 | 6.73% |
| Financial Enhancement Group LLC | 761,113 | $17,346,000 | 4.01% |
| WealthPlan Investment Management, LLC | 961,494 | $22,653,000 | 1.65% |
| SMITH, MOORE & CO. | 134,390 | $3,063,000 | 0.46% |
| Brinker Capital Investments, LLC | 120,164 | $2,739,000 | 0.06% |
| HighTower Advisors, LLC | 532,864 | $12,151,000 | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 86,095 | $1,962,000 | 0.03% |
| TD Capital Management LLC | 7,269 | $166,000 | 0.02% |
| Orion Portfolio Solutions, LLC | 15,239 | $347,000 | 0.01% |
| OLD MISSION CAPITAL LLC | 14,697 | $335,000 | 0.01% |