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 | $2,629,479 | +6.6% | 100,285 | +11.0% | 0.51% | +17.6% |
| Q2 2023 | $2,466,836 | -17.5% | 90,327 | -22.7% | 0.43% | -26.6% |
| Q1 2023 | $2,990,973 | -11.3% | 116,926 | -15.9% | 0.59% | -17.9% |
| Q4 2022 | $3,370,459 | +16.7% | 138,988 | +27.4% | 0.72% | +149.7% |
| Q2 2022 | $2,888,000 | – | 109,123 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Enhancement Group LLC | 119,091 | $3,203,000 | 0.68% |
| Pensionmark Financial Group, LLC | 46,035 | $1,295,000 | 0.33% |
| Kathmere Capital Management, LLC | 37,027 | $996,000 | 0.21% |
| HighTower Advisors, LLC | 309,164 | $8,315,000 | 0.04% |
| IFP Advisors, Inc | 27,979 | $750,000 | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 128,867 | $3,466,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 7,989 | $215,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |