SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 39 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,512,620 | -8.0% | 57,690 | -4.1% | 0.29% | -3.6% |
| Q2 2023 | $1,643,482 | +4.6% | 60,179 | -1.4% | 0.30% | -37.5% |
| Q1 2023 | $1,571,646 | +5.7% | 61,035 | +4.1% | 0.49% | +2.7% |
| Q4 2022 | $1,486,830 | -2.8% | 58,629 | +1.4% | 0.48% | -20.8% |
| Q3 2022 | $1,529,000 | -0.8% | 57,814 | -0.7% | 0.60% | -32.1% |
| Q2 2022 | $1,541,000 | -37.0% | 58,225 | -25.4% | 0.88% | -29.1% |
| Q1 2022 | $2,445,000 | +24.2% | 78,001 | +31.8% | 1.25% | +8.7% |
| Q4 2021 | $1,968,000 | +32.0% | 59,161 | +20.7% | 1.15% | +68.4% |
| Q3 2021 | $1,491,000 | +105.1% | 49,000 | +27.3% | 0.68% | +114.2% |
| Q2 2021 | $727,000 | +1035.9% | 38,493 | -5.7% | 0.32% | +1077.8% |
| Q1 2021 | $64,000 | – | 40,834 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Enhancement Group LLC | 2,460,508 | $74,578,000 | 15.31% |
| STRINGER ASSET MANAGEMENT, LLC | 179,847 | $5,451,000 | 5.40% |
| Kathmere Capital Management, LLC | 493,960 | $14,972,000 | 2.88% |
| Tradition Wealth Management, LLC | 196,610 | $5,959,000 | 0.89% |
| Bison Wealth, LLC | 38,493 | $727,000 | 0.32% |
| Pensionmark Financial Group, LLC | 45,300 | $1,379,000 | 0.32% |
| BOENNING & SCATTERGOOD, INC. | 31,390 | $951,000 | 0.17% |
| Prospera Financial Services Inc | 51,234 | $1,553,000 | 0.08% |
| Apollon Wealth Management, LLC | 13,401 | $406,000 | 0.07% |
| HighTower Advisors, LLC | 636,720 | $19,303,000 | 0.06% |