SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 54 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,285 | -51.0% | 316 | -48.9% | 0.00% | – |
| Q2 2023 | $16,904 | -70.6% | 619 | -72.5% | 0.00% | – |
| Q1 2023 | $57,477 | -92.1% | 2,247 | -92.5% | 0.00% | -100.0% |
| Q4 2022 | $727,000 | -17.6% | 29,982 | -10.1% | 0.00% | -50.0% |
| Q3 2022 | $882,000 | -12.8% | 33,363 | -12.6% | 0.00% | 0.0% |
| Q2 2022 | $1,011,000 | -21.6% | 38,171 | -7.2% | 0.00% | -33.3% |
| Q1 2022 | $1,289,000 | +1.1% | 41,128 | +7.3% | 0.00% | +50.0% |
| Q4 2021 | $1,275,000 | +73.0% | 38,342 | +58.3% | 0.00% | 0.0% |
| Q3 2021 | $737,000 | +173.0% | 24,219 | +171.8% | 0.00% | +100.0% |
| Q2 2021 | $270,000 | +7.1% | 8,911 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $252,000 | +17.2% | 8,911 | +11.5% | 0.00% | 0.0% |
| Q4 2020 | $215,000 | – | 7,989 | – | 0.00% | – |
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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% |