SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N657. A total of 35 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $299,772 | -2.8% | 13,707 | -0.1% | 0.21% | -5.7% |
| Q4 2023 | $308,560 | -84.8% | 13,726 | -85.3% | 0.23% | -87.6% |
| Q3 2023 | $2,032,884 | -7.3% | 93,423 | -3.7% | 1.84% | -0.9% |
| Q2 2023 | $2,193,758 | -49.9% | 97,026 | -43.3% | 1.85% | -58.7% |
| Q1 2023 | $4,380,305 | – | 171,210 | – | 4.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ferguson Shapiro LLC | 1,464,386 | $31,220,708 | 12.25% |
| Longview Financial Advisors, Inc. | 398,853 | $8,503,544 | 6.47% |
| Andina Capital Management, LLC | 389,494 | $8,304,012 | 6.24% |
| Financial Enhancement Group LLC | 1,348,110 | $30,143,736 | 4.86% |
| Aprio Wealth Management, LLC | 986,396 | $21,029,973 | 3.83% |
| Lloyd Advisory Services, LLC. | 345,751 | $7,371,422 | 3.47% |
| Mid-American Wealth Advisory Group, Inc. | 245,490 | $5,233,842 | 3.34% |
| WJ Interests, LLC | 301,512 | $6,428,239 | 3.20% |
| HOLLENCREST CAPITAL MANAGEMENT | 2,328,439 | $49,642,328 | 2.17% |
| Southern Farm Bureau Life Insurance | 437,050 | $9,322 | 1.53% |