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 | $1,087,946 | -4.0% | 41,493 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $1,133,174 | +6.8% | 41,493 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $1,061,391 | +5.5% | 41,493 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $1,006,205 | -8.3% | 41,493 | 0.0% | 0.02% | -15.0% |
| Q3 2022 | $1,097,000 | -0.1% | 41,493 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $1,098,000 | -15.5% | 41,493 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $1,300,000 | -13.8% | 41,493 | -8.5% | 0.02% | -13.0% |
| Q4 2021 | $1,508,000 | +9.4% | 45,325 | 0.0% | 0.02% | -4.2% |
| Q3 2021 | $1,379,000 | – | 45,325 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Austin Wealth Management, LLC | 122,898 | $3,398,128 | 1.05% |
| Almanack Investment Partners, LLC. | 100,285 | $2,629,479 | 0.51% |
| Ironsides Asset Advisors, LLC | 41,320 | $1,083,410 | 0.49% |
| AXXCESS WEALTH MANAGEMENT, LLC | 484,212 | $12,696,039 | 0.43% |
| OneDigital Investment Advisors LLC | 599,769 | $15,725,954 | 0.34% |
| Bison Wealth, LLC | 57,690 | $1,512,620 | 0.29% |
| Atlas Financial Advisors, Inc. | 12,130 | $318,049 | 0.25% |
| Clarity Financial LLC | 47,670 | $1,249,896 | 0.21% |
| Park Edge Advisors, LLC | 18,858 | $494,457 | 0.18% |
| INSIGNEO ADVISORY SERVICES, LLC | 23,742 | $622,515 | 0.13% |