SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 59 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |