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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Ovata Capital Management Ltd | 800,000 | $18,144,000 | 6.73% |
Financial Enhancement Group LLC | 761,113 | $17,346,000 | 4.01% |
WealthPlan Investment Management, LLC | 961,494 | $22,653,000 | 1.65% |
SMITH, MOORE & CO. | 134,390 | $3,063,000 | 0.46% |
Brinker Capital Investments, LLC | 120,164 | $2,739,000 | 0.06% |
HighTower Advisors, LLC | 532,864 | $12,151,000 | 0.03% |
AVANTAX ADVISORY SERVICES, INC. | 86,095 | $1,962,000 | 0.03% |
TD Capital Management LLC | 7,269 | $166,000 | 0.02% |
Orion Portfolio Solutions, LLC | 15,239 | $347,000 | 0.01% |
OLD MISSION CAPITAL LLC | 14,697 | $335,000 | 0.01% |