SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 51 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2023. The put-call ratio across all filers is 2.64 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $452,049 | +14.3% | 4,733 | -24.9% | 0.36% | +20.9% |
| Q2 2023 | $395,514 | -39.5% | 6,300 | -41.3% | 0.30% | -39.2% |
| Q1 2023 | $653,911 | -58.2% | 10,729 | -50.9% | 0.50% | -54.4% |
| Q4 2022 | $1,565,559 | +33.0% | 21,862 | +26.7% | 1.09% | +26.6% |
| Q3 2022 | $1,177,000 | -29.4% | 17,255 | -41.6% | 0.86% | -24.5% |
| Q2 2022 | $1,668,000 | +419.6% | 29,521 | +444.5% | 1.14% | +445.9% |
| Q1 2022 | $321,000 | – | 5,422 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triad Investment Management | 11,434 | $780,000 | 1.35% |
| Worth Asset Management, LLC | 17,255 | $1,177,000 | 0.86% |
| Trek Financial, LLC | 91,081 | $6,211,000 | 0.65% |
| Simplify Asset Management Inc. | 82,005 | $5,592,000 | 0.59% |
| Claraphi Advisory Network, LLC | 13,532 | $923,000 | 0.50% |
| BlackDiamond Wealth Management, LLC | 3,346 | $271,000 | 0.33% |
| ZAZOVE ASSOCIATES LLC | 52,380 | $3,572,000 | 0.32% |
| Advisory Services Network, LLC | 131,391 | $8,960,000 | 0.32% |
| Cetera Advisors LLC | 117,172 | $7,990,000 | 0.21% |
| Bison Wealth, LLC | 6,745 | $459,000 | 0.18% |