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 ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 112,947 | $2,836,101 | 0.73% |
| LEE DANNER & BASS INC | 128,493 | $3,226 | 0.29% |
| Gladstone Institutional Advisory LLC | 110,447 | $2,773,324 | 0.18% |
| Insight Advisors, LLC/ PA | 19,618 | $492,599 | 0.11% |
| WNY Asset Management, LLC | 16,560 | $415,821 | 0.08% |
| AXS Investments LLC | 9,545 | $239,675 | 0.06% |
| Patriot Financial Group Insurance Agency, LLC | 10,928 | $274,396 | 0.06% |
| FLOW TRADERS U.S. LLC | 11,290 | $283 | 0.01% |
| Solstein Capital, LLC | 534 | $13,409 | 0.01% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 13,582 | $341,044 | 0.01% |