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 | $730,000 | -35.1% | 27,801 | -32.4% | 0.00% | -50.0% |
| Q2 2023 | $1,125,000 | -62.6% | 41,151 | -65.1% | 0.00% | -71.4% |
| Q1 2023 | $3,009,000 | -83.3% | 117,748 | -84.2% | 0.01% | -82.9% |
| Q4 2022 | $18,067,000 | +43.7% | 745,204 | +56.8% | 0.04% | +20.6% |
| Q3 2022 | $12,575,000 | -14.4% | 475,317 | -14.4% | 0.03% | -10.5% |
| Q2 2022 | $14,699,000 | -7.4% | 555,387 | +9.7% | 0.04% | +8.6% |
| Q1 2022 | $15,878,000 | -46.9% | 506,394 | -43.7% | 0.04% | -47.0% |
| Q4 2021 | $29,894,000 | +40.9% | 898,745 | +29.0% | 0.07% | +15.8% |
| Q3 2021 | $21,209,000 | +9.9% | 696,961 | +9.5% | 0.06% | +1.8% |
| Q2 2021 | $19,303,000 | +54.0% | 636,720 | +43.4% | 0.06% | +40.0% |
| Q1 2021 | $12,538,000 | +50.8% | 443,931 | +43.6% | 0.04% | +14.3% |
| Q4 2020 | $8,315,000 | – | 309,164 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Financial Advisors, Inc. | 778,456 | $20,606,000 | 23.53% |
| Financial Enhancement Group LLC | 2,366,169 | $62,632,000 | 13.52% |
| Ferguson Shapiro LLC | 419,910 | $11,115,000 | 6.95% |
| STRINGER ASSET MANAGEMENT, LLC | 109,075 | $2,887,000 | 6.18% |
| WJ Interests, LLC | 238,436 | $6,311,000 | 4.87% |
| Kathmere Capital Management, LLC | 866,024 | $22,924,000 | 4.23% |
| PACIFIC FINANCIAL GROUP INC | 213,633 | $5,655,000 | 4.20% |
| Bison Wealth, LLC | 58,225 | $1,541,000 | 0.88% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 183,405 | $4,855,000 | 0.79% |
| Mach-1 Financial Group, LLC | 37,010 | $979,000 | 0.66% |