SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N764. A total of 34 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q2 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 | 178,202 | $4,421,334 | 2.87% |
| WealthPlan Investment Management, LLC | 253,376 | $6,286,449 | 1.87% |
| WealthPLAN Partners, LLC | 397,870 | $9,871,470 | 1.40% |
| Ameritas Advisory Services, LLC | 366,255 | $9,053,824 | 1.16% |
| SMITH, MOORE & CO. | 213,466 | $5,296,262 | 0.68% |
| Lionsbridge Wealth Management LLC | 30,433 | $755,067 | 0.68% |
| Stratos Wealth Advisors, LLC | 133,954 | $3,323,519 | 0.24% |
| FLAGSHIP HARBOR ADVISORS, LLC | 114,310 | $2,836,123 | 0.23% |
| Wick Capital Partners, LLC | 13,990 | $347,103 | 0.20% |
| Park Edge Advisors, LLC | 22,523 | $558,814 | 0.19% |