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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Atlas Financial Advisors, Inc. | 682,378 | $18,049,000 | 29.55% |
| Financial Enhancement Group LLC | 1,595,859 | $42,210,000 | 9.76% |
| WJ Interests, LLC | 316,707 | $8,377,000 | 7.47% |
| Smith Anglin Financial, LLC | 1,209,760 | $31,998,000 | 6.74% |
| Ferguson Shapiro LLC | 412,066 | $10,899,000 | 6.55% |
| PACIFIC FINANCIAL GROUP INC | 252,677 | $6,683,000 | 5.99% |
| Kathmere Capital Management, LLC | 881,486 | $23,315,000 | 4.65% |
| STRINGER ASSET MANAGEMENT, LLC | 90,430 | $1,847,000 | 2.88% |
| Mach-1 Financial Group, LLC | 55,418 | $1,465,000 | 1.53% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 183,405 | $4,851,000 | 0.83% |