SIMPLIFY EXCHANGE TRADED FUN's ticker is SVOL and the CUSIP is 82889N863. A total of 28 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,384,174 | +7.7% | 372,464 | +9.8% | 0.18% | +5.8% |
| Q2 2023 | $7,781,657 | +23.4% | 339,070 | +17.0% | 0.17% | +16.2% |
| Q1 2023 | $6,305,468 | +44.1% | 289,907 | +45.1% | 0.15% | +16.5% |
| Q4 2022 | $4,374,687 | +340.1% | 199,757 | +320.0% | 0.13% | +243.2% |
| Q3 2022 | $994,000 | – | 47,563 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TMD Wealth Management, LLC | 987,688 | $22,232,853 | 6.34% |
| PEAK FINANCIAL ADVISORS LLC | 190,636 | $4,291,216 | 4.64% |
| Worth Asset Management, LLC | 56,486 | $1,271,501 | 1.03% |
| Cumberland Partners Ltd | 250,883 | $5,647,377 | 0.54% |
| Financial Enhancement Group LLC | 99,164 | $2,217,307 | 0.43% |
| Collaborative Wealth Managment Inc. | 16,787 | $377,886 | 0.22% |
| AlphaStar Capital Management, LLC | 79,496 | $1,789,455 | 0.22% |
| Bison Wealth, LLC | 45,952 | $1,034,389 | 0.20% |
| OneDigital Investment Advisors LLC | 372,464 | $8,384,174 | 0.18% |
| Smith Anglin Financial, LLC | 50,779 | $1,143,026 | 0.14% |