SIMPLIFY EXCHANGE TRADED FUN's ticker is SVOL and the CUSIP is 82889N863. A total of 39 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 438,913 | $9,857,980 | 5.66% |
| Andina Capital Management, LLC | 51,905 | $1,165,786 | 0.88% |
| Atlas Financial Advisors, Inc. | 20,679 | $464,450 | 0.77% |
| Cumberland Partners Ltd | 301,358 | $6,768,501 | 0.49% |
| Aspen Wealth Strategies, LLC | 21,984 | $498,807 | 0.35% |
| Park Edge Advisors, LLC | 43,076 | $967,487 | 0.30% |
| CAP Partners, LLC | 15,490 | $347,898 | 0.28% |
| Castleview Partners, LLC | 21,844 | $490,616 | 0.28% |
| Collaborative Wealth Managment Inc. | 25,388 | $570,225 | 0.28% |
| CPA Asset Management LLC | 21,062 | $473,053 | 0.25% |