SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 45 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |