SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 67 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 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 ↓ |
|---|---|---|---|
| Triad Investment Management | 11,434 | $780,000 | 1.35% |
| Worth Asset Management, LLC | 17,255 | $1,177,000 | 0.86% |
| Trek Financial, LLC | 91,081 | $6,211,000 | 0.65% |
| Simplify Asset Management Inc. | 82,005 | $5,592,000 | 0.59% |
| Claraphi Advisory Network, LLC | 13,532 | $923,000 | 0.50% |
| BlackDiamond Wealth Management, LLC | 3,346 | $271,000 | 0.33% |
| ZAZOVE ASSOCIATES LLC | 52,380 | $3,572,000 | 0.32% |
| Advisory Services Network, LLC | 131,391 | $8,960,000 | 0.32% |
| Cetera Advisors LLC | 117,172 | $7,990,000 | 0.21% |
| Bison Wealth, LLC | 6,745 | $459,000 | 0.18% |