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 | $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% | – |
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% |