Integrated Wealth Concepts LLC - SIMPLIFY EXCHANGE TRADED FUN ownership

SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N780. A total of 20 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SIMPLIFY EXCHANGE TRADED FUN
ValueSharesWeighting
Q3 2023$479,034
+8.0%
90,384
+19.0%
0.01%0.0%
Q2 2023$443,632
+56485.7%
75,958
-9.9%
0.01%
-50.0%
Q1 2023$784
-30.5%
84,282
-12.6%
0.02%
-48.4%
Q4 2022$1,128
-100.0%
96,476
-67.6%
0.03%
-85.8%
Q3 2022$6,840,000
+30.8%
297,408
+13.9%
0.22%
+34.4%
Q2 2022$5,231,000
+290.1%
261,136
+292.7%
0.16%
+297.6%
Q1 2022$1,341,00066,4970.04%
Other shareholders
SIMPLIFY EXCHANGE TRADED FUN shareholders Q3 2022
NameSharesValueWeighting ↓
GFS Advisors, LLC 67,500$628,0000.14%
WEALTHSOURCE PARTNERS, LLC 70,802$658,8980.04%
Integrated Wealth Concepts LLC 84,282$7840.02%
Cannell & Co. 21,000$195,4300.01%
COMMONWEALTH EQUITY SERVICES, LLC 203,163$1,8900.00%
Lee Financial Co 1,200$11,1680.00%
Carmel Capital Partners, LLC 160$1,4890.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
OSAIC HOLDINGS, INC. 24,794$230,7380.00%
UBS Group AG 2,388$22,2230.00%
View complete list of SIMPLIFY EXCHANGE TRADED FUN shareholders