SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N699. A total of 39 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,253 | -53.9% | 158 | -57.3% | 0.00% | – |
| Q1 2024 | $9,232 | -78.2% | 370 | -79.4% | 0.00% | – |
| Q4 2023 | $42,409 | -33.0% | 1,797 | -21.8% | 0.00% | – |
| Q3 2023 | $63,282 | +8.0% | 2,297 | 0.0% | 0.00% | – |
| Q2 2023 | $58,574 | +4.2% | 2,297 | -4.3% | 0.00% | – |
| Q1 2023 | $56,208 | – | 2,400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 268,240 | $6,840,120 | 5.37% |
| Simplify Asset Management Inc. | 278,272 | $7,095,936 | 0.93% |
| Clear Creek Financial Management, LLC | 121,073 | $3,099,437 | 0.54% |
| Financial Enhancement Group LLC | 86,714 | $2,217,281 | 0.41% |
| Accuvest Global Advisors | 23,505 | $599,000 | 0.31% |
| ORG Partners LLC | 66,586 | $1,698,334 | 0.28% |
| Fermata Advisors, LLC | 9,530 | $242,945 | 0.22% |
| Aries Wealth Management | 22,100 | $563,550 | 0.22% |
| Proficio Capital Partners LLC | 54,365 | $1,386,308 | 0.19% |
| WealthShield Partners, LLC | 43,551 | $1,114,875 | 0.17% |