SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 36 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| VISTA FINANCE, LLC | 29,259 | $1,783,329 | 2.52% |
| TMD Wealth Management, LLC | 90,303 | $5,503,997 | 1.55% |
| Triad Investment Management | 14,414 | $878,533 | 1.28% |
| Stegent Equity Advisors, Inc. | 11,508 | $701,413 | 0.70% |
| Simplify Asset Management Inc. | 79,656 | $4,855,033 | 0.70% |
| Worth Asset Management, LLC | 10,729 | $653,911 | 0.50% |
| ZAZOVE ASSOCIATES LLC | 52,380 | $3,193 | 0.29% |
| Advisory Services Network, LLC | 149,265 | $9,097,703 | 0.25% |
| Patriot Financial Group Insurance Agency, LLC | 9,695 | $590,910 | 0.12% |
| IFP Advisors, Inc | 42,699 | $2,135,801 | 0.09% |