SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 45 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $756,012 | -11.3% | 31,176 | -3.2% | 0.17% | -14.4% |
| Q3 2022 | $852,000 | -7.6% | 32,212 | -2.4% | 0.20% | +4.1% |
| Q2 2022 | $922,000 | -14.0% | 33,014 | -3.5% | 0.19% | -13.0% |
| Q1 2022 | $1,072,000 | +1.3% | 34,194 | +1.6% | 0.22% | +0.9% |
| Q4 2021 | $1,058,000 | -33.6% | 33,654 | -35.7% | 0.22% | -38.8% |
| Q3 2021 | $1,593,000 | +15.5% | 52,357 | +15.6% | 0.36% | +14.6% |
| Q2 2021 | $1,379,000 | +1.5% | 45,300 | -2.6% | 0.32% | -3.7% |
| Q1 2021 | $1,358,000 | +4.9% | 46,496 | +1.0% | 0.33% | -0.3% |
| Q4 2020 | $1,295,000 | – | 46,035 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Financial Advisors, Inc. | 778,456 | $20,606,000 | 23.53% |
| Financial Enhancement Group LLC | 2,366,169 | $62,632,000 | 13.52% |
| Ferguson Shapiro LLC | 419,910 | $11,115,000 | 6.95% |
| STRINGER ASSET MANAGEMENT, LLC | 109,075 | $2,887,000 | 6.18% |
| WJ Interests, LLC | 238,436 | $6,311,000 | 4.87% |
| Kathmere Capital Management, LLC | 866,024 | $22,924,000 | 4.23% |
| PACIFIC FINANCIAL GROUP INC | 213,633 | $5,655,000 | 4.20% |
| Bison Wealth, LLC | 58,225 | $1,541,000 | 0.88% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 183,405 | $4,855,000 | 0.79% |
| Mach-1 Financial Group, LLC | 37,010 | $979,000 | 0.66% |