SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 65 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,240,737 | -32.4% | 12,991 | -55.5% | 0.00% | -33.3% |
| Q2 2023 | $1,834,775 | +6.3% | 29,226 | +3.2% | 0.00% | 0.0% |
| Q1 2023 | $1,726,792 | +67.9% | 28,332 | +97.2% | 0.00% | +50.0% |
| Q4 2022 | $1,028,628 | -53.2% | 14,367 | -55.4% | 0.00% | -60.0% |
| Q3 2022 | $2,197,000 | +5392.5% | 32,210 | +4501.4% | 0.01% | – |
| Q2 2022 | $40,000 | +14.3% | 700 | 0.0% | 0.00% | – |
| Q1 2022 | $35,000 | -52.1% | 700 | -64.1% | 0.00% | – |
| Q4 2021 | $73,000 | +43.1% | 1,950 | +56.0% | 0.00% | – |
| Q3 2021 | $51,000 | – | 1,250 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISTA FINANCE, LLC | 29,259 | $1,783,329 | 2.52% |
| TMD Wealth Management, LLC | 90,303 | $5,503,997 | 1.55% |
| Triad Investment Management | 14,414 | $878,533 | 1.28% |
| Stegent Equity Advisors, Inc. | 11,508 | $701,413 | 0.70% |
| Simplify Asset Management Inc. | 79,656 | $4,855,033 | 0.70% |
| Worth Asset Management, LLC | 10,729 | $653,911 | 0.50% |
| ZAZOVE ASSOCIATES LLC | 52,380 | $3,193 | 0.29% |
| Advisory Services Network, LLC | 149,265 | $9,097,703 | 0.25% |
| Patriot Financial Group Insurance Agency, LLC | 9,695 | $590,910 | 0.12% |
| IFP Advisors, Inc | 42,699 | $2,135,801 | 0.09% |