SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 53 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,544,408 | +6.6% | 56,551 | -0.2% | 0.21% | +5.0% |
| Q1 2023 | $1,449,133 | +5.2% | 56,651 | -0.2% | 0.20% | 0.0% |
| Q4 2022 | $1,377,182 | -13.4% | 56,791 | -5.5% | 0.20% | -20.3% |
| Q3 2022 | $1,590,000 | -5.9% | 60,113 | -5.8% | 0.25% | -1.6% |
| Q2 2022 | $1,689,000 | -15.9% | 63,793 | -0.5% | 0.26% | -6.6% |
| Q1 2022 | $2,009,000 | – | 64,093 | – | 0.27% | – |
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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% |