SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N764. A total of 12 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,531,895 | -55.0% | 144,941 | -54.2% | 0.04% | -48.8% |
| Q2 2023 | $7,848,832 | +89.3% | 316,347 | +80.3% | 0.08% | +64.7% |
| Q1 2023 | $4,145,529 | +858.7% | 175,435 | +815.7% | 0.05% | +240.0% |
| Q4 2022 | $432,396 | +24.6% | 19,158 | +25.7% | 0.02% | +7.1% |
| Q3 2022 | $347,000 | -2.0% | 15,239 | -0.9% | 0.01% | 0.0% |
| Q2 2022 | $354,000 | -19.7% | 15,385 | -14.5% | 0.01% | -6.7% |
| Q1 2022 | $441,000 | – | 18,002 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARQ WEALTH ADVISORS, LLC | 174,124 | $4,243,001 | 3.18% |
| WealthPLAN Partners, LLC | 549,406 | $13,387,770 | 1.56% |
| WealthPlan Investment Management, LLC | 351,293 | $8,560,199 | 1.51% |
| Lionsbridge Wealth Management LLC | 30,275 | $737,732 | 0.70% |
| SMITH, MOORE & CO. | 209,997 | $5,117,144 | 0.68% |
| Ameritas Advisory Services, LLC | 447,741 | $10,914,939 | 0.54% |
| Bullseye Investment Management, LLC | 24,402 | $594,621 | 0.48% |
| FLAGSHIP HARBOR ADVISORS, LLC | 114,625 | $2,793,155 | 0.23% |
| Stratos Wealth Advisors, LLC | 135,565 | $3,303,425 | 0.22% |
| Park Edge Advisors, LLC | 22,523 | $548,834 | 0.20% |