SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 54 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $360,474 | -18.1% | 13,200 | -23.3% | 0.01% | -22.2% |
| Q1 2023 | $439,982 | -49.9% | 17,201 | -52.5% | 0.02% | -59.1% |
| Q4 2022 | $877,608 | -32.4% | 36,190 | -26.3% | 0.04% | -35.3% |
| Q3 2022 | $1,299,000 | -0.2% | 49,116 | -0.2% | 0.07% | +3.0% |
| Q2 2022 | $1,302,000 | -15.7% | 49,194 | -0.2% | 0.07% | +1.5% |
| Q1 2022 | $1,545,000 | -7.1% | 49,306 | -1.4% | 0.06% | -9.7% |
| Q4 2021 | $1,663,000 | +4.3% | 50,009 | -4.6% | 0.07% | -8.9% |
| Q3 2021 | $1,595,000 | +2.7% | 52,419 | +2.3% | 0.08% | +1.3% |
| Q2 2021 | $1,553,000 | 0.0% | 51,234 | -6.8% | 0.08% | -15.2% |
| Q1 2021 | $1,553,000 | – | 54,994 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Austin Wealth Management, LLC | 122,898 | $3,398,128 | 1.05% |
| Almanack Investment Partners, LLC. | 100,285 | $2,629,479 | 0.51% |
| Ironsides Asset Advisors, LLC | 41,320 | $1,083,410 | 0.49% |
| AXXCESS WEALTH MANAGEMENT, LLC | 484,212 | $12,696,039 | 0.43% |
| OneDigital Investment Advisors LLC | 599,769 | $15,725,954 | 0.34% |
| Bison Wealth, LLC | 57,690 | $1,512,620 | 0.29% |
| Atlas Financial Advisors, Inc. | 12,130 | $318,049 | 0.25% |
| Clarity Financial LLC | 47,670 | $1,249,896 | 0.21% |
| Park Edge Advisors, LLC | 18,858 | $494,457 | 0.18% |
| INSIGNEO ADVISORY SERVICES, LLC | 23,742 | $622,515 | 0.13% |