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 | $1,544,129 | +73.8% | 16,167 | +14.3% | 0.10% | +61.9% |
| Q2 2023 | $888,307 | +13.4% | 14,149 | +10.1% | 0.06% | +5.0% |
| Q1 2023 | $783,237 | -13.2% | 12,850 | +2.0% | 0.06% | -20.0% |
| Q4 2022 | $902,134 | -28.8% | 12,597 | -32.2% | 0.08% | -43.6% |
| Q3 2022 | $1,267,000 | -2.7% | 18,581 | -19.4% | 0.13% | +12.7% |
| Q2 2022 | $1,302,000 | – | 23,065 | – | 0.12% | – |
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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% |