Dynamic Advisor Solutions LLC - SIMPLIFY EXCHANGE TRADED FUN ownership

Back to all holdings Add to watchlist

SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202.

Links
Filings
External links
Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of SIMPLIFY EXCHANGE TRADED FUN
ValueSharesWeighting
Q3 2023$441,624
+5.8%
16,843
+10.2%
0.02%
-4.5%
Q2 2023$417,296
+52.3%
15,280
+42.6%
0.02%
+37.5%
Q1 2023$274,025
-90.1%
10,712
-87.1%
0.02%
-91.9%
Q4 2021$2,757,000–82,880–0.20%–
 Download
Other shareholders
SIMPLIFY EXCHANGE TRADED FUN shareholders Q4 2023
NameSharesValueWeighting ↓
Austin Wealth Management, LLC 122,898$3,398,1281.05%
Almanack Investment Partners, LLC. 100,285$2,629,4790.51%
Ironsides Asset Advisors, LLC 41,320$1,083,4100.49%
AXXCESS WEALTH MANAGEMENT, LLC 484,212$12,696,0390.43%
OneDigital Investment Advisors LLC 599,769$15,725,9540.34%
Bison Wealth, LLC 57,690$1,512,6200.29%
Atlas Financial Advisors, Inc. 12,130$318,0490.25%
Clarity Financial LLC 47,670$1,249,8960.21%
Park Edge Advisors, LLC 18,858$494,4570.18%
INSIGNEO ADVISORY SERVICES, LLC 23,742$622,5150.13%
View complete list of SIMPLIFY EXCHANGE TRADED FUN shareholders