SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N772. A total of 28 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,300,641 | +143.2% | 91,621 | +157.1% | 0.00% | +50.0% |
| Q2 2023 | $945,818 | +9.2% | 35,641 | +3.3% | 0.00% | 0.0% |
| Q1 2023 | $866,236 | +141.5% | 34,501 | +155.8% | 0.00% | +100.0% |
| Q4 2022 | $358,660 | +43.5% | 13,486 | +28.1% | 0.00% | 0.0% |
| Q3 2022 | $250,000 | -43.4% | 10,531 | -41.3% | 0.00% | 0.0% |
| Q2 2022 | $442,000 | +3057.1% | 17,947 | +3489.4% | 0.00% | – |
| Q1 2022 | $14,000 | – | 500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Group Advisors, LLC | 43,814 | $1,162,662 | 0.31% |
| LEE DANNER & BASS INC | 129,558 | $3,438 | 0.30% |
| Gladstone Institutional Advisory LLC | 100,632 | $2,670,430 | 0.16% |
| Insight Advisors, LLC/ PA | 21,616 | $573,614 | 0.13% |
| Realta Investment Advisors | 10,165 | $269,744 | 0.06% |
| Patriot Financial Group Insurance Agency, LLC | 11,087 | $294,211 | 0.06% |
| Proficio Capital Partners LLC | 9,900 | $262,712 | 0.04% |
| PRIVATE TRUST CO NA | 3,680 | $97,655 | 0.01% |
| Solstein Capital, LLC | 534 | $14,171 | 0.01% |
| Cetera Investment Advisers | 23,385 | $620,558 | 0.01% |