SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N699. A total of 48 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,333 | -4.4% | 8,905 | -11.5% | 0.00% | -33.3% |
| Q2 2023 | $256,530 | +8.9% | 10,060 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $235,617 | -10.0% | 10,060 | -0.0% | 0.00% | +50.0% |
| Q4 2022 | $261,713 | -99.9% | 10,062 | -63.7% | 0.00% | -50.0% |
| Q3 2022 | $407,407,000 | – | 27,736 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 267,368 | $6,954,242 | 6.34% |
| Gratus Capital, LLC | 566,493 | $14,734,474 | 1.21% |
| Stegent Equity Advisors, Inc. | 35,699 | $928,530 | 1.11% |
| Destiny Wealth Partners, LLC | 171,156 | $4,451,760 | 0.96% |
| Simplify Asset Management Inc. | 159,566 | $4,150,312 | 0.64% |
| Omnia Family Wealth, LLC | 26,261 | $683,049 | 0.55% |
| Solstein Capital, LLC | 19,245 | $500,562 | 0.42% |
| Proficio Capital Partners LLC | 57,145 | $1,486,341 | 0.28% |
| Aries Wealth Management | 23,735 | $617,347 | 0.27% |
| Trek Financial, LLC | 90,818 | $2,362,176 | 0.24% |