SIMPLIFY EXCHANGE TRADED FUN's ticker is SVOL and the CUSIP is 82889N863. A total of 28 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 140,086 | $3,108,000 | 2.31% |
| Simplify Asset Management Inc. | 1,440,784 | $31,964,000 | 1.22% |
| Cumberland Partners Ltd | 143,541 | $3,184,000 | 0.30% |
| Collaborative Wealth Managment Inc. | 15,376 | $341,000 | 0.22% |
| Ausdal Financial Partners, Inc. | 55,412 | $1,229,000 | 0.18% |
| Cambridge Advisors Inc. | 30,314 | $673,000 | 0.18% |
| BOENNING & SCATTERGOOD, INC. | 40,400 | $896,000 | 0.17% |
| IFP Advisors, Inc | 203,126 | $5,128,000 | 0.16% |
| Smith Anglin Financial, LLC | 24,458 | $543,000 | 0.16% |
| Mach-1 Financial Group, LLC | 4,423 | $98,000 | 0.07% |