SIMPLIFY EXCHANGE TRADED FUN's ticker is SVOL and the CUSIP is 82889N863. A total of 13 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,740,253 | -74.5% | 119,401 | -75.8% | 0.36% | -76.6% |
| Q1 2023 | $10,745,827 | +1.9% | 494,061 | +2.6% | 1.54% | -5.2% |
| Q4 2022 | $10,550,194 | -54.1% | 481,744 | -56.1% | 1.63% | -33.3% |
| Q3 2022 | $22,961,000 | -28.2% | 1,098,600 | -23.7% | 2.44% | +99.8% |
| Q2 2022 | $31,964,000 | -8.0% | 1,440,784 | +1.2% | 1.22% | +9.8% |
| Q1 2022 | $34,745,000 | +53.3% | 1,423,403 | +69.4% | 1.11% | +14.2% |
| Q4 2021 | $22,670,000 | +92.6% | 840,269 | +89.3% | 0.97% | +19.7% |
| Q3 2021 | $11,772,000 | – | 443,892 | – | 0.81% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TMD Wealth Management, LLC | 987,688 | $22,232,853 | 6.34% |
| PEAK FINANCIAL ADVISORS LLC | 190,636 | $4,291,216 | 4.64% |
| Worth Asset Management, LLC | 56,486 | $1,271,501 | 1.03% |
| Cumberland Partners Ltd | 250,883 | $5,647,377 | 0.54% |
| Financial Enhancement Group LLC | 99,164 | $2,217,307 | 0.43% |
| Collaborative Wealth Managment Inc. | 16,787 | $377,886 | 0.22% |
| AlphaStar Capital Management, LLC | 79,496 | $1,789,455 | 0.22% |
| Bison Wealth, LLC | 45,952 | $1,034,389 | 0.20% |
| OneDigital Investment Advisors LLC | 372,464 | $8,384,174 | 0.18% |
| Smith Anglin Financial, LLC | 50,779 | $1,143,026 | 0.14% |