SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N699. A total of 38 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,140,114 | -27.6% | 186,574 | -33.0% | 0.59% | -37.0% |
| Q2 2023 | $7,095,936 | +43.0% | 278,272 | +31.3% | 0.93% | +31.2% |
| Q1 2023 | $4,961,995 | +19.6% | 211,870 | +32.8% | 0.71% | +11.2% |
| Q4 2022 | $4,150,312 | -21.4% | 159,566 | -11.3% | 0.64% | +14.1% |
| Q3 2022 | $5,278,000 | +214.5% | 179,940 | +194.2% | 0.56% | +776.6% |
| Q2 2022 | $1,678,000 | – | 61,160 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 211,447 | $5,825,365 | 6.30% |
| PACIFIC FINANCIAL GROUP INC | 176,891 | $4,873,347 | 3.18% |
| Bison Wealth, LLC | 148,301 | $4,085,682 | 0.79% |
| Clear Creek Financial Management, LLC | 126,735 | $3,491,549 | 0.61% |
| Simplify Asset Management Inc. | 186,574 | $5,140,114 | 0.59% |
| Financial Enhancement Group LLC | 86,641 | $2,308,559 | 0.44% |
| Aries Wealth Management | 32,320 | $861,166 | 0.34% |
| ORG Partners LLC | 20,367 | $561,062 | 0.17% |
| Solstein Capital, LLC | 6,010 | $165,576 | 0.14% |
| Ironsides Asset Advisors, LLC | 11,190 | $308,285 | 0.14% |