SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 65 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,035,298 | +21.5% | 42,250 | -20.1% | 0.46% | +5.5% |
| Q2 2023 | $3,319,995 | -31.6% | 52,883 | -33.6% | 0.44% | -37.3% |
| Q1 2023 | $4,855,033 | +12.5% | 79,656 | +32.1% | 0.70% | +4.8% |
| Q4 2022 | $4,317,367 | -22.8% | 60,290 | -26.5% | 0.66% | +12.0% |
| Q3 2022 | $5,592,000 | -44.1% | 82,005 | -53.7% | 0.59% | +55.5% |
| Q2 2022 | $10,001,000 | +19.5% | 177,097 | +5.5% | 0.38% | +42.5% |
| Q1 2022 | $8,370,000 | – | 167,943 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISTA FINANCE, LLC | 29,259 | $1,783,329 | 2.52% |
| TMD Wealth Management, LLC | 90,303 | $5,503,997 | 1.55% |
| Triad Investment Management | 14,414 | $878,533 | 1.28% |
| Stegent Equity Advisors, Inc. | 11,508 | $701,413 | 0.70% |
| Simplify Asset Management Inc. | 79,656 | $4,855,033 | 0.70% |
| Worth Asset Management, LLC | 10,729 | $653,911 | 0.50% |
| ZAZOVE ASSOCIATES LLC | 52,380 | $3,193 | 0.29% |
| Advisory Services Network, LLC | 149,265 | $9,097,703 | 0.25% |
| Patriot Financial Group Insurance Agency, LLC | 9,695 | $590,910 | 0.12% |
| IFP Advisors, Inc | 42,699 | $2,135,801 | 0.09% |