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 2023 | $480,665 | -27.4% | 18,332 | -24.3% | 0.01% | -21.4% |
| Q2 2023 | $661,748 | -22.5% | 24,231 | -27.4% | 0.01% | -17.6% |
| Q1 2023 | $853,655 | +37.9% | 33,372 | +30.7% | 0.02% | -5.6% |
| Q4 2022 | $619,248 | -2.5% | 25,536 | +6.4% | 0.02% | -10.0% |
| Q3 2022 | $635,000 | -75.2% | 24,000 | -75.2% | 0.02% | -72.2% |
| Q2 2022 | $2,565,000 | -6.1% | 96,920 | +11.2% | 0.07% | -6.5% |
| Q1 2022 | $2,731,000 | +105.3% | 87,149 | +117.9% | 0.08% | +40.0% |
| Q4 2021 | $1,330,000 | +28.1% | 39,999 | +16.8% | 0.06% | +57.1% |
| Q2 2021 | $1,038,000 | – | 34,245 | – | 0.04% | – |
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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% |