SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N715. A total of 9 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,583,992 | -1.4% | 110,709 | -0.8% | 0.17% | -4.0% |
| Q1 2023 | $2,619,431 | -8.7% | 111,620 | -9.3% | 0.18% | -12.8% |
| Q4 2022 | $2,868,838 | +10.6% | 123,011 | +12.5% | 0.20% | +5.7% |
| Q3 2022 | $2,594,000 | +4.5% | 109,296 | +3.5% | 0.19% | +5.5% |
| Q2 2022 | $2,483,000 | – | 105,559 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lionsbridge Wealth Management LLC | 36,650 | $854,744 | 0.83% |
| WEALTHSOURCE PARTNERS, LLC | 123,011 | $2,868,838 | 0.20% |
| Worth Asset Management, LLC | 8,661 | $201,990 | 0.14% |
| Cambridge Investment Research Advisors, Inc. | 137,271 | $3,201 | 0.02% |
| Tidal Investments LLC | 9,065 | $211 | 0.01% |
| Kestra Advisory Services, LLC | 15,825 | $369,067 | 0.00% |
| NewEdge Advisors, LLC | 600 | $13,993 | 0.00% |
| UBS Group AG | 1,341 | $31,272 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |