SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N764. A total of 2 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,970,717 | +4.8% | 355,135 | +1.1% | 1.44% | -5.0% |
| Q3 2023 | $8,560,199 | +36.2% | 351,293 | +38.6% | 1.51% | -19.3% |
| Q2 2023 | $6,286,449 | -27.3% | 253,376 | -30.7% | 1.87% | +25.9% |
| Q1 2023 | $8,644,398 | -62.0% | 365,823 | -62.0% | 1.49% | -6.4% |
| Q4 2022 | $22,730,212 | +0.3% | 962,329 | +0.1% | 1.59% | -3.9% |
| Q3 2022 | $22,653,000 | – | 961,494 | – | 1.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ovata Capital Management Ltd | 400,000 | $9,784,000 | 3.01% |
| SMITH, MOORE & CO. | 231,312 | $5,673,000 | 0.77% |
| Brinker Capital Investments, LLC | 142,209 | $3,488,000 | 0.05% |
| Orion Portfolio Solutions, LLC | 18,002 | $441,000 | 0.02% |
| OLD MISSION CAPITAL LLC | 8,441 | $207,000 | 0.01% |
| TRUIST FINANCIAL CORP | 42,891 | $1,052,000 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 44,804 | $1,099,000 | 0.00% |
| UBS Group AG | 2,508 | $62,000 | 0.00% |
| JPMORGAN CHASE & CO | 10,000 | $245,000 | 0.00% |
| WOLVERINE TRADING, LLC | 11,578 | $285,000 | 0.00% |