SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N798. A total of 1 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,318,373 | -2.5% | 261,084 | +12.7% | 0.07% | -4.0% |
| Q2 2023 | $3,404,349 | +7.7% | 231,588 | +19.2% | 0.08% | +1.4% |
| Q1 2023 | $3,161,510 | +30.8% | 194,315 | +21.8% | 0.07% | +5.7% |
| Q4 2022 | $2,417,654 | +667.5% | 159,527 | +672.5% | 0.07% | +483.3% |
| Q3 2022 | $315,000 | – | 20,650 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 799,453 | $10,161,048 | 7.07% |
| STAPP WEALTH MANAGEMENT, PLLC | 201,395 | $2,559,730 | 4.93% |
| Professional Financial Advisors, LLC | 58,300 | $740,987 | 0.34% |
| Simplify Asset Management Inc. | 137,116 | $1,742,744 | 0.20% |
| Authentikos Wealth Advisory, LLC | 15,953 | $202,762 | 0.20% |
| B.O.S.S. Retirement Advisors, LLC | 53,976 | $686,039 | 0.15% |
| Atlas Financial Advisors, Inc. | 14,265 | $181,308 | 0.14% |
| Great Lakes Retirement, Inc. | 53,986 | $686,160 | 0.12% |
| OneDigital Investment Advisors LLC | 261,084 | $3,318,373 | 0.07% |
| AE Wealth Management LLC | 937,541 | $11,916,150 | 0.07% |