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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $154,764 | -51.9% | 5,903 | -52.2% | 0.01% | 0.0% |
| Q2 2023 | $322,063 | -89.0% | 12,352 | -89.5% | 0.01% | -94.5% |
| Q1 2023 | $2,933,074 | +46390.3% | 118,071 | -53.5% | 0.13% | -24.3% |
| Q4 2022 | $6,309 | -99.9% | 254,119 | -4.0% | 0.17% | -1.2% |
| Q3 2022 | $6,568,000 | +76.9% | 264,707 | +76.8% | 0.17% | +46.2% |
| Q2 2022 | $3,713,000 | -20.1% | 149,726 | -20.2% | 0.12% | +101.7% |
| Q1 2022 | $4,649,000 | +408.1% | 187,662 | +582.3% | 0.06% | +222.2% |
| Q4 2021 | $915,000 | +54.3% | 27,506 | +41.2% | 0.02% | +50.0% |
| Q3 2021 | $593,000 | +53.2% | 19,480 | +51.9% | 0.01% | +50.0% |
| Q2 2021 | $387,000 | +19.8% | 12,823 | +12.0% | 0.01% | +33.3% |
| Q1 2021 | $323,000 | -56.9% | 11,453 | -59.1% | 0.01% | -80.0% |
| Q4 2020 | $750,000 | – | 27,979 | – | 0.03% | – |
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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% |