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 ↓ |
|---|---|---|---|
| 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% |