SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 20 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,712 | +24.3% | 70,276 | -18.3% | 0.01% | +27.3% |
| Q2 2023 | $5,401 | +4.9% | 86,036 | +1.9% | 0.01% | 0.0% |
| Q1 2023 | $5,147 | +5.2% | 84,458 | +23.6% | 0.01% | -8.3% |
| Q4 2022 | $4,894 | -99.7% | 68,343 | +214.9% | 0.01% | +200.0% |
| Q3 2022 | $1,480,000 | +63.7% | 21,704 | +35.5% | 0.00% | +100.0% |
| Q2 2022 | $904,000 | +2.7% | 16,023 | -9.3% | 0.00% | 0.0% |
| Q1 2022 | $880,000 | +47.7% | 17,660 | +11.2% | 0.00% | +100.0% |
| Q4 2021 | $596,000 | -73.9% | 15,880 | -71.7% | 0.00% | -83.3% |
| Q3 2021 | $2,285,000 | – | 56,200 | – | 0.01% | – |
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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% |