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 ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 140,086 | $3,108,000 | 2.31% |
| Simplify Asset Management Inc. | 1,440,784 | $31,964,000 | 1.22% |
| Cumberland Partners Ltd | 143,541 | $3,184,000 | 0.30% |
| Collaborative Wealth Managment Inc. | 15,376 | $341,000 | 0.22% |
| Ausdal Financial Partners, Inc. | 55,412 | $1,229,000 | 0.18% |
| Cambridge Advisors Inc. | 30,314 | $673,000 | 0.18% |
| BOENNING & SCATTERGOOD, INC. | 40,400 | $896,000 | 0.17% |
| IFP Advisors, Inc | 203,126 | $5,128,000 | 0.16% |
| Smith Anglin Financial, LLC | 24,458 | $543,000 | 0.16% |
| Mach-1 Financial Group, LLC | 4,423 | $98,000 | 0.07% |