SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 8 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |