SIMPLIFY EXCHANGE TRADED FUN's ticker is SVOL and the CUSIP is 82889N863. A total of 6 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $377,886 | -1.9% | 16,787 | 0.0% | 0.22% | -1.7% |
| Q2 2023 | $385,272 | +7.1% | 16,787 | +1.5% | 0.23% | +0.9% |
| Q1 2023 | $359,845 | +0.9% | 16,545 | +1.6% | 0.23% | -3.0% |
| Q4 2022 | $356,638 | +8.1% | 16,285 | +3.0% | 0.23% | 0.0% |
| Q3 2022 | $330,000 | -3.2% | 15,812 | +2.8% | 0.23% | +4.5% |
| Q2 2022 | $341,000 | -15.4% | 15,376 | +2.9% | 0.22% | +1.4% |
| Q4 2021 | $403,000 | +10.4% | 14,948 | 0.0% | 0.22% | +5.2% |
| Q1 2021 | $365,000 | – | 14,948 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TMD Wealth Management, LLC | 1,010,530 | $23,191,662 | 6.04% |
| PACIFIC FINANCIAL GROUP INC | 182,149 | $4,180,322 | 2.74% |
| Worth Asset Management, LLC | 116,025 | $2,662,773 | 2.03% |
| Bison Wealth, LLC | 285,294 | $6,547,505 | 1.22% |
| Cumberland Partners Ltd | 250,399 | $5,746,657 | 0.53% |
| Simplify Asset Management Inc. | 119,401 | $2,740,253 | 0.36% |
| Blueprint Investment Partners LLC | 28,049 | $643,725 | 0.23% |
| Collaborative Wealth Managment Inc. | 16,787 | $385,272 | 0.23% |
| OneDigital Investment Advisors LLC | 339,070 | $7,781,657 | 0.17% |
| Ausdal Financial Partners, Inc. | 51,748 | $1,187,617 | 0.16% |