SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N764. A total of 12 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,117,144 | -3.4% | 209,997 | -1.6% | 0.68% | +0.1% |
| Q2 2023 | $5,296,262 | +61.6% | 213,466 | +54.0% | 0.68% | +51.7% |
| Q1 2023 | $3,276,465 | +7.4% | 138,657 | +2.6% | 0.44% | +5.0% |
| Q4 2022 | $3,051,103 | -0.4% | 135,184 | +0.6% | 0.42% | -8.8% |
| Q3 2022 | $3,063,000 | -41.8% | 134,390 | -41.3% | 0.46% | -42.7% |
| Q2 2022 | $5,267,000 | -7.2% | 228,980 | -1.0% | 0.81% | +4.9% |
| Q1 2022 | $5,673,000 | +228.1% | 231,312 | +242.0% | 0.77% | +222.5% |
| Q4 2021 | $1,729,000 | – | 67,626 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ovata Capital Management Ltd | 800,000 | $18,144,000 | 6.73% |
| Financial Enhancement Group LLC | 761,113 | $17,346,000 | 4.01% |
| WealthPlan Investment Management, LLC | 961,494 | $22,653,000 | 1.65% |
| SMITH, MOORE & CO. | 134,390 | $3,063,000 | 0.46% |
| Brinker Capital Investments, LLC | 120,164 | $2,739,000 | 0.06% |
| HighTower Advisors, LLC | 532,864 | $12,151,000 | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 86,095 | $1,962,000 | 0.03% |
| TD Capital Management LLC | 7,269 | $166,000 | 0.02% |
| Orion Portfolio Solutions, LLC | 15,239 | $347,000 | 0.01% |
| OLD MISSION CAPITAL LLC | 14,697 | $335,000 | 0.01% |