SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N764. A total of 32 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,396,466 | +19.9% | 98,346 | +22.1% | 0.04% | +23.3% |
| Q2 2023 | $1,998,138 | +45.3% | 80,535 | +38.4% | 0.03% | +36.4% |
| Q1 2023 | $1,374,723 | +41.0% | 58,177 | +34.6% | 0.02% | +29.4% |
| Q4 2022 | $975,227 | +480.5% | 43,209 | +484.5% | 0.02% | +466.7% |
| Q3 2022 | $168,000 | – | 7,393 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARQ WEALTH ADVISORS, LLC | 174,124 | $4,243,001 | 3.18% |
| WealthPLAN Partners, LLC | 549,406 | $13,387,770 | 1.56% |
| WealthPlan Investment Management, LLC | 351,293 | $8,560,199 | 1.51% |
| Lionsbridge Wealth Management LLC | 30,275 | $737,732 | 0.70% |
| SMITH, MOORE & CO. | 209,997 | $5,117,144 | 0.68% |
| Ameritas Advisory Services, LLC | 447,741 | $10,914,939 | 0.54% |
| Bullseye Investment Management, LLC | 24,402 | $594,621 | 0.48% |
| FLAGSHIP HARBOR ADVISORS, LLC | 114,625 | $2,793,155 | 0.23% |
| Stratos Wealth Advisors, LLC | 135,565 | $3,303,425 | 0.22% |
| Park Edge Advisors, LLC | 22,523 | $548,834 | 0.20% |