SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 51 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2023. The put-call ratio across all filers is 2.64 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $691,492 | +45.1% | 7,240 | -4.6% | 0.00% | 0.0% |
| Q2 2023 | $476,437 | -53.6% | 7,589 | -55.0% | 0.00% | -86.7% |
| Q1 2023 | $1,026,947 | +147.3% | 16,849 | +190.5% | 0.02% | +87.5% |
| Q4 2022 | $415,338 | -28.6% | 5,800 | -32.0% | 0.01% | -27.3% |
| Q3 2022 | $582,000 | -2.7% | 8,535 | -28.9% | 0.01% | -31.2% |
| Q1 2022 | $598,000 | – | 11,997 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triad Investment Management | 11,434 | $780,000 | 1.35% |
| Worth Asset Management, LLC | 17,255 | $1,177,000 | 0.86% |
| Trek Financial, LLC | 91,081 | $6,211,000 | 0.65% |
| Simplify Asset Management Inc. | 82,005 | $5,592,000 | 0.59% |
| Claraphi Advisory Network, LLC | 13,532 | $923,000 | 0.50% |
| BlackDiamond Wealth Management, LLC | 3,346 | $271,000 | 0.33% |
| ZAZOVE ASSOCIATES LLC | 52,380 | $3,572,000 | 0.32% |
| Advisory Services Network, LLC | 131,391 | $8,960,000 | 0.32% |
| Cetera Advisors LLC | 117,172 | $7,990,000 | 0.21% |
| Bison Wealth, LLC | 6,745 | $459,000 | 0.18% |