SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 51 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2023. The put-call ratio across all filers is 2.64 and the average weighting 0.1%.
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 | 35,474 | $2,540,315 | 3.57% |
| MOULTON WEALTH MANAGEMENT, INC | 14,890 | $936,432 | 3.20% |
| Stegent Equity Advisors, Inc. | 20,959 | $1,500,876 | 1.80% |
| Triad Investment Management | 10,911 | $781,337 | 1.22% |
| Worth Asset Management, LLC | 21,862 | $1,565,559 | 1.09% |
| TMD Wealth Management, LLC | 33,744 | $2,416,408 | 1.08% |
| Ibex Investors LLC | 16,750 | $1,199,468 | 0.80% |
| Simplify Asset Management Inc. | 60,290 | $4,317,367 | 0.66% |
| Pekin Hardy Strauss, Inc. | 60,790 | $4,353,172 | 0.60% |
| ZAZOVE ASSOCIATES LLC | 52,380 | $3,751 | 0.35% |