SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 36 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $294,311 | -66.7% | 9,106 | -68.0% | 0.01% | -70.0% |
| Q1 2024 | $883,575 | +15.0% | 28,420 | +4.7% | 0.03% | +3.4% |
| Q4 2023 | $768,222 | +74.0% | 27,139 | +61.1% | 0.03% | +38.1% |
| 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
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sollinda Capital Management LLC | 489,457 | $15,819,250 | 4.82% |
| Austin Wealth Management, LLC | 115,625 | $3,826,633 | 0.90% |
| Lloyd Advisory Services, LLC. | 51,346 | $1,659,524 | 0.78% |
| Almanack Investment Partners, LLC. | 120,528 | $3,895,465 | 0.64% |
| Ironsides Asset Advisors, LLC | 43,283 | $1,398,907 | 0.46% |
| AXXCESS WEALTH MANAGEMENT, LLC | 388,428 | $12,553,993 | 0.33% |
| Bison Wealth, LLC | 48,504 | $1,507,991 | 0.24% |
| Financial Enhancement Group LLC | 19,366 | $626,490 | 0.10% |
| Elevated Capital Advisors, LLC | 7,575 | $244,822 | 0.07% |
| Pathway Financial Advisors LLC | 7,115 | $229,957 | 0.06% |