SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 53 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $877 | +10.6% | 31 | +3.3% | 0.00% | – |
| Q3 2023 | $793 | -3.3% | 30 | 0.0% | 0.00% | – |
| Q2 2023 | $820 | -13.4% | 30 | -18.9% | 0.00% | – |
| Q1 2023 | $947 | +5.8% | 37 | 0.0% | 0.00% | – |
| Q4 2022 | $895 | -98.6% | 37 | -98.5% | 0.00% | -100.0% |
| Q3 2022 | $65,000 | -50.8% | 2,460 | -38.1% | 0.01% | -40.0% |
| Q4 2021 | $132,000 | -4.3% | 3,974 | -12.3% | 0.02% | -11.8% |
| Q3 2021 | $138,000 | +360.0% | 4,532 | +353.2% | 0.02% | +325.0% |
| Q2 2021 | $30,000 | +2900.0% | 1,000 | +2677.8% | 0.00% | – |
| Q1 2021 | $1,000 | – | 36 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sollinda Capital Management LLC | 489,457 | $15,819,250 | 4.82% |
| Austin Wealth Management, LLC | 115,625 | $3,826,633 | 0.90% |
| Lloyd Advisory Services, LLC. | 51,346 | $1,659,524 | 0.78% |
| Almanack Investment Partners, LLC. | 120,528 | $3,895,465 | 0.64% |
| Ironsides Asset Advisors, LLC | 43,283 | $1,398,907 | 0.46% |
| AXXCESS WEALTH MANAGEMENT, LLC | 388,428 | $12,553,993 | 0.33% |
| Bison Wealth, LLC | 48,504 | $1,507,991 | 0.24% |
| Financial Enhancement Group LLC | 19,366 | $626,490 | 0.10% |
| Elevated Capital Advisors, LLC | 7,575 | $244,822 | 0.07% |
| Pathway Financial Advisors LLC | 7,115 | $229,957 | 0.06% |