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 Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,341,054 | +4.0% | 41,493 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $1,290,017 | +8.2% | 41,493 | 0.0% | 0.01% | -12.5% |
| Q4 2023 | $1,192,359 | +9.6% | 41,493 | 0.0% | 0.02% | -5.9% |
| 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 ↓ |
|---|---|---|---|
| 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% |