SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 23 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $399,278 | -51.6% | 15,228 | -49.6% | 0.00% | – |
| Q2 2023 | $825,013 | +22.9% | 30,209 | +15.1% | 0.00% | – |
| Q1 2023 | $671,194 | +11.9% | 26,239 | +6.1% | 0.00% | – |
| Q4 2022 | $599,629 | -96.1% | 24,727 | -95.8% | 0.00% | -100.0% |
| Q3 2022 | $15,518,000 | -4.5% | 586,691 | -4.4% | 0.01% | 0.0% |
| Q2 2022 | $16,249,000 | -28.2% | 613,883 | -15.0% | 0.01% | -18.2% |
| Q1 2022 | $22,630,000 | -28.0% | 722,081 | -23.6% | 0.01% | -31.2% |
| Q4 2021 | $31,442,000 | +32.8% | 945,333 | +21.5% | 0.02% | +23.1% |
| Q3 2021 | $23,677,000 | +11.0% | 778,074 | +10.5% | 0.01% | +8.3% |
| Q2 2021 | $21,340,000 | +8.9% | 704,062 | +1.5% | 0.01% | -7.7% |
| Q1 2021 | $19,597,000 | +465.4% | 693,898 | +438.5% | 0.01% | +333.3% |
| Q4 2020 | $3,466,000 | – | 128,867 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kathmere Capital Management, LLC | 1,014,250 | $25,944,513 | 4.25% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 183,405 | $4,691,500 | 0.73% |
| Atlas Financial Advisors, Inc. | 19,299 | $493,668 | 0.67% |
| Almanack Investment Partners, LLC. | 116,926 | $2,990,973 | 0.59% |
| Bison Wealth, LLC | 61,035 | $1,571,646 | 0.49% |
| OneDigital Investment Advisors LLC | 367,940 | $9,411,909 | 0.22% |
| Ausdal Financial Partners, Inc. | 56,651 | $1,449,133 | 0.20% |
| Ironsides Asset Advisors, LLC | 16,825 | $430,384 | 0.20% |
| INSIGNEO ADVISORY SERVICES, LLC | 23,742 | $607,320 | 0.19% |
| Park Edge Advisors, LLC | 18,936 | $484,383 | 0.19% |