SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 36 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,895,465 | -5.6% | 120,528 | -9.2% | 0.64% | -8.4% |
| Q1 2024 | $4,126,527 | +56.9% | 132,728 | +32.4% | 0.70% | +37.9% |
| 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 ↓ |
|---|---|---|---|
| Sollinda Capital Management LLC | 489,457 | $15,819,250 | 4.82% |
| Austin Wealth Management, LLC | 115,625 | $3,826,633 | 0.90% |
| Lloyd Advisory Services, LLC. | 51,346 | $1,659,524 | 0.78% |
| Almanack Investment Partners, LLC. | 120,528 | $3,895,465 | 0.64% |
| Ironsides Asset Advisors, LLC | 43,283 | $1,398,907 | 0.46% |
| AXXCESS WEALTH MANAGEMENT, LLC | 388,428 | $12,553,993 | 0.33% |
| Bison Wealth, LLC | 48,504 | $1,507,991 | 0.24% |
| Financial Enhancement Group LLC | 19,366 | $626,490 | 0.10% |
| Elevated Capital Advisors, LLC | 7,575 | $244,822 | 0.07% |
| Pathway Financial Advisors LLC | 7,115 | $229,957 | 0.06% |