SIMPLIFY EXCHANGE TRADED FUN's ticker is SVOL and the CUSIP is 82889N863. A total of 28 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,861 | -85.0% | 11,189 | -83.9% | 0.01% | -70.3% |
| Q2 2023 | $1,675,370 | -43.7% | 69,664 | -41.1% | 0.04% | -71.3% |
| Q1 2023 | $2,973,560 | +46514.8% | 118,240 | -53.2% | 0.13% | -24.1% |
| Q4 2022 | $6,379 | -99.9% | 252,744 | +8.5% | 0.17% | +11.1% |
| Q3 2022 | $5,877,000 | +14.6% | 232,929 | +14.7% | 0.15% | -5.0% |
| Q2 2022 | $5,128,000 | -27.0% | 203,126 | -26.9% | 0.16% | +83.0% |
| Q1 2022 | $7,020,000 | +274.2% | 277,724 | +301.0% | 0.09% | +137.8% |
| Q4 2021 | $1,876,000 | +3.0% | 69,261 | +1.6% | 0.04% | +2.8% |
| Q3 2021 | $1,822,000 | +9.4% | 68,194 | +10.9% | 0.04% | +5.9% |
| Q2 2021 | $1,666,000 | – | 61,497 | – | 0.03% | – |
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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% |