SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N798. A total of 25 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $181,308 | -13.5% | 14,265 | 0.0% | 0.14% | -51.9% |
Q2 2023 | $209,696 | -9.6% | 14,265 | 0.0% | 0.30% | -6.1% |
Q1 2023 | $232,092 | +7.4% | 14,265 | 0.0% | 0.31% | +5.4% |
Q4 2022 | $216,188 | -98.2% | 14,265 | -97.5% | 0.30% | -97.5% |
Q1 2022 | $11,743,000 | +38.7% | 581,479 | +70.3% | 11.81% | +49.3% |
Q4 2021 | $8,468,000 | – | 341,432 | – | 7.91% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WJ Interests, LLC | 799,453 | $10,161,048 | 7.07% |
STAPP WEALTH MANAGEMENT, PLLC | 201,395 | $2,559,730 | 4.93% |
Professional Financial Advisors, LLC | 58,300 | $740,987 | 0.34% |
Simplify Asset Management Inc. | 137,116 | $1,742,744 | 0.20% |
Authentikos Wealth Advisory, LLC | 15,953 | $202,762 | 0.20% |
B.O.S.S. Retirement Advisors, LLC | 53,976 | $686,039 | 0.15% |
Atlas Financial Advisors, Inc. | 14,265 | $181,308 | 0.14% |
Great Lakes Retirement, Inc. | 53,986 | $686,160 | 0.12% |
OneDigital Investment Advisors LLC | 261,084 | $3,318,373 | 0.07% |
AE Wealth Management LLC | 937,541 | $11,916,150 | 0.07% |