SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N764. A total of 34 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $804,036 | -3.6% | 32,634 | -1.9% | 0.16% | +0.6% |
| Q2 2023 | $833,954 | -92.0% | 33,265 | -92.4% | 0.15% | -92.4% |
| Q1 2023 | $10,427,159 | +20.2% | 435,918 | +18.9% | 2.03% | +21.8% |
| Q4 2022 | $8,672,952 | -50.0% | 366,721 | -51.8% | 1.66% | -58.5% |
| Q3 2022 | $17,346,000 | – | 761,113 | – | 4.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARQ WEALTH ADVISORS, LLC | 174,124 | $4,243,001 | 3.18% |
| WealthPLAN Partners, LLC | 549,406 | $13,387,770 | 1.56% |
| WealthPlan Investment Management, LLC | 351,293 | $8,560,199 | 1.51% |
| Lionsbridge Wealth Management LLC | 30,275 | $737,732 | 0.70% |
| SMITH, MOORE & CO. | 209,997 | $5,117,144 | 0.68% |
| Ameritas Advisory Services, LLC | 447,741 | $10,914,939 | 0.54% |
| Bullseye Investment Management, LLC | 24,402 | $594,621 | 0.48% |
| FLAGSHIP HARBOR ADVISORS, LLC | 114,625 | $2,793,155 | 0.23% |
| Stratos Wealth Advisors, LLC | 135,565 | $3,303,425 | 0.22% |
| Park Edge Advisors, LLC | 22,523 | $548,834 | 0.20% |