Fermata Advisors, LLC - SIMPLIFY EXCHANGE TRADED FUN ownership

SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N699. A total of 48 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of SIMPLIFY EXCHANGE TRADED FUN
ValueSharesWeighting
Q3 2023$385,695
+58.8%
13,999
+46.9%
0.11%
-50.5%
Q2 2023$242,945
-32.1%
9,530
-30.7%
0.22%
+107.5%
Q4 2022$357,76013,7550.11%
Other shareholders
SIMPLIFY EXCHANGE TRADED FUN shareholders Q4 2022
NameSharesValueWeighting ↓
PEAK FINANCIAL ADVISORS LLC 268,967$6,299,2075.32%
Simplify Asset Management Inc. 211,870$4,961,9950.71%
Clear Creek Financial Management, LLC 110,524$2,588,4720.49%
Financial Enhancement Group LLC 89,656$2,240,5030.44%
ORG Partners LLC 72,622$1,700,0870.42%
Stegent Equity Advisors, Inc. 11,487$269,0280.27%
Aries Wealth Management 23,520$550,8380.23%
Dakota Wealth Management 137,248$3,214,3490.22%
Proficio Capital Partners LLC 55,190$1,292,5500.20%
WealthShield Partners, LLC 49,129$1,150,6010.18%
View complete list of SIMPLIFY EXCHANGE TRADED FUN shareholders