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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,375,000 | +26.3% | 165,410 | +26.4% | 0.36% | +25.0% |
| Q2 2022 | $3,463,000 | +18.7% | 130,816 | +40.6% | 0.29% | +39.1% |
| Q1 2022 | $2,917,000 | -16.6% | 93,067 | -11.5% | 0.21% | -20.7% |
| Q4 2021 | $3,498,000 | +82.4% | 105,164 | +66.8% | 0.26% | -0.8% |
| Q3 2021 | $1,918,000 | +372.4% | 63,043 | +370.4% | 0.26% | +260.3% |
| Q2 2021 | $406,000 | – | 13,401 | – | 0.07% | – |
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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% |