SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 39 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,393,052 | +10.6% | 53,129 | +15.2% | 0.00% | 0.0% |
| Q2 2023 | $1,259,073 | -0.2% | 46,103 | -6.5% | 0.00% | 0.0% |
| Q1 2023 | $1,261,017 | +33.4% | 49,297 | +26.4% | 0.00% | 0.0% |
| Q4 2022 | $945,580 | -96.4% | 38,993 | -96.1% | 0.00% | -96.2% |
| Q3 2022 | $26,549,000 | +151.0% | 1,003,736 | +151.2% | 0.03% | +160.0% |
| Q2 2022 | $10,579,000 | – | 399,652 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Enhancement Group LLC | 119,091 | $3,203,000 | 0.68% |
| Pensionmark Financial Group, LLC | 46,035 | $1,295,000 | 0.33% |
| Kathmere Capital Management, LLC | 37,027 | $996,000 | 0.21% |
| HighTower Advisors, LLC | 309,164 | $8,315,000 | 0.04% |
| IFP Advisors, Inc | 27,979 | $750,000 | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 128,867 | $3,466,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 7,989 | $215,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |