SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N764. A total of 27 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,720 | +121.2% | 16,527 | +125.3% | 0.00% | – |
| Q2 2023 | $182,031 | +140.4% | 7,337 | +128.9% | 0.00% | – |
| Q1 2023 | $75,730 | +6.7% | 3,205 | +2.0% | 0.00% | – |
| Q4 2022 | $71,000 | +273.7% | 3,141 | +286.8% | 0.00% | – |
| Q3 2022 | $19,000 | +72.7% | 812 | +75.8% | 0.00% | – |
| Q2 2022 | $11,000 | 0.0% | 462 | 0.0% | 0.00% | – |
| Q1 2022 | $11,000 | -8.3% | 462 | 0.0% | 0.00% | – |
| Q4 2021 | $12,000 | – | 462 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ovata Capital Management Ltd | 800,000 | $18,144,000 | 6.73% |
| Financial Enhancement Group LLC | 761,113 | $17,346,000 | 4.01% |
| WealthPlan Investment Management, LLC | 961,494 | $22,653,000 | 1.65% |
| SMITH, MOORE & CO. | 134,390 | $3,063,000 | 0.46% |
| Brinker Capital Investments, LLC | 120,164 | $2,739,000 | 0.06% |
| HighTower Advisors, LLC | 532,864 | $12,151,000 | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 86,095 | $1,962,000 | 0.03% |
| TD Capital Management LLC | 7,269 | $166,000 | 0.02% |
| Orion Portfolio Solutions, LLC | 15,239 | $347,000 | 0.01% |
| OLD MISSION CAPITAL LLC | 14,697 | $335,000 | 0.01% |