SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N772.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $492,599 | -14.1% | 19,618 | -9.2% | 0.11% | -11.7% |
| Q2 2023 | $573,614 | +29.7% | 21,616 | +22.7% | 0.13% | +23.1% |
| Q1 2023 | $442,282 | -4.6% | 17,616 | +0.3% | 0.10% | -35.8% |
| Q4 2022 | $463,548 | +11.2% | 17,564 | +0.0% | 0.16% | -1.2% |
| Q3 2022 | $417,000 | +22.3% | 17,562 | +32.5% | 0.16% | +41.4% |
| Q2 2022 | $341,000 | – | 13,258 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEE DANNER & BASS INC | 120,868 | $3,215 | 0.30% |
| Proficio Capital Partners LLC | 50,320 | $1,078,133 | 0.20% |
| Insight Advisors, LLC/ PA | 17,564 | $463,548 | 0.16% |
| Financial Architects, Inc | 24,182 | $643,224 | 0.11% |
| Solstein Capital, LLC | 4,762 | $126,665 | 0.11% |
| Realta Investment Advisors | 9,505 | $252,826 | 0.06% |
| Trek Financial, LLC | 18,431 | $490,252 | 0.05% |
| NewEdge Advisors, LLC | 18,135 | $482,383 | 0.01% |
| Orion Portfolio Solutions, LLC | 8,113 | $215,800 | 0.01% |
| Vontobel Holding Ltd. | 28,301 | $752,787 | 0.01% |