SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 54 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $10,552,000 | -5.9% | 398,936 | -5.9% | 0.01% | 0.0% |
| Q2 2022 | $11,218,000 | -25.9% | 423,788 | -12.3% | 0.01% | -15.4% |
| Q1 2022 | $15,136,000 | -27.5% | 482,951 | -23.1% | 0.01% | -23.5% |
| Q4 2021 | $20,886,000 | +9.4% | 627,954 | +0.1% | 0.02% | 0.0% |
| Q3 2021 | $19,098,000 | +53.5% | 627,593 | +52.9% | 0.02% | +54.5% |
| Q2 2021 | $12,441,000 | +7.2% | 410,443 | -0.1% | 0.01% | -8.3% |
| Q1 2021 | $11,605,000 | – | 410,916 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Austin Wealth Management, LLC | 122,898 | $3,398,128 | 1.05% |
| Almanack Investment Partners, LLC. | 100,285 | $2,629,479 | 0.51% |
| Ironsides Asset Advisors, LLC | 41,320 | $1,083,410 | 0.49% |
| AXXCESS WEALTH MANAGEMENT, LLC | 484,212 | $12,696,039 | 0.43% |
| OneDigital Investment Advisors LLC | 599,769 | $15,725,954 | 0.34% |
| Bison Wealth, LLC | 57,690 | $1,512,620 | 0.29% |
| Atlas Financial Advisors, Inc. | 12,130 | $318,049 | 0.25% |
| Clarity Financial LLC | 47,670 | $1,249,896 | 0.21% |
| Park Edge Advisors, LLC | 18,858 | $494,457 | 0.18% |
| INSIGNEO ADVISORY SERVICES, LLC | 23,742 | $622,515 | 0.13% |