SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202.
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 ↓ |
|---|---|---|---|
| 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% |