SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 36 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $788,821 | -48.5% | 8,259 | -69.6% | 0.04% | +2.9% |
| Q2 2023 | $1,531,141 | -28.3% | 27,148 | -36.4% | 0.03% | -63.4% |
| Q1 2023 | $2,135,801 | +193010.4% | 42,699 | +94.8% | 0.09% | +210.0% |
| Q4 2022 | $1,106 | -99.9% | 21,925 | +0.1% | 0.03% | +3.4% |
| Q3 2022 | $1,119,000 | -9.0% | 21,903 | -9.9% | 0.03% | -25.6% |
| Q2 2022 | $1,230,000 | -48.6% | 24,316 | -48.8% | 0.04% | +30.0% |
| Q1 2022 | $2,395,000 | +542.1% | 47,534 | +380.0% | 0.03% | +328.6% |
| Q4 2021 | $373,000 | -40.7% | 9,902 | -35.2% | 0.01% | -46.2% |
| Q3 2021 | $629,000 | – | 15,280 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISTA FINANCE, LLC | 29,259 | $1,783,329 | 2.52% |
| TMD Wealth Management, LLC | 90,303 | $5,503,997 | 1.55% |
| Triad Investment Management | 14,414 | $878,533 | 1.28% |
| Stegent Equity Advisors, Inc. | 11,508 | $701,413 | 0.70% |
| Simplify Asset Management Inc. | 79,656 | $4,855,033 | 0.70% |
| Worth Asset Management, LLC | 10,729 | $653,911 | 0.50% |
| ZAZOVE ASSOCIATES LLC | 52,380 | $3,193 | 0.29% |
| Advisory Services Network, LLC | 149,265 | $9,097,703 | 0.25% |
| Patriot Financial Group Insurance Agency, LLC | 9,695 | $590,910 | 0.12% |
| IFP Advisors, Inc | 42,699 | $2,135,801 | 0.09% |