SIMPLIFY EXCHANGE TRADED FUN's ticker is SVOL and the CUSIP is 82889N863. A total of 68 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q2 2024. The put-call ratio across all filers is 1.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $967,487 | +21.9% | 43,076 | +22.9% | 0.30% | +33.3% |
| Q1 2024 | $793,916 | +91.1% | 35,036 | +92.1% | 0.22% | +54.2% |
| Q4 2023 | $415,462 | +61.0% | 18,238 | +59.1% | 0.14% | +54.8% |
| Q3 2023 | $257,987 | +8.5% | 11,461 | +10.6% | 0.09% | +16.2% |
| Q2 2023 | $237,877 | – | 10,365 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TMD Wealth Management, LLC | 1,158,978 | $26,401,511 | 6.88% |
| PEAK FINANCIAL ADVISORS LLC | 263,179 | $5,995,218 | 4.01% |
| Castleview Partners, LLC | 105,119 | $2,394,611 | 1.68% |
| Cumberland Partners Ltd | 360,883 | $8,151,526 | 0.75% |
| Worth Asset Management, LLC | 45,399 | $1,034,189 | 0.74% |
| Lee Financial Group Hawaii, Inc. | 24,059 | $548,064 | 0.47% |
| AlphaStar Capital Management, LLC | 155,111 | $3,533,429 | 0.32% |
| OneDigital Investment Advisors LLC | 801,516 | $18,258,532 | 0.32% |
| Collaborative Wealth Managment Inc. | 16,787 | $382,418 | 0.21% |
| Bison Wealth, LLC | 48,193 | $1,097,835 | 0.19% |