SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 45 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $10,899,000 | -1.9% | 412,066 | -1.9% | 6.55% | -5.8% |
Q2 2022 | $11,115,000 | +3.5% | 419,910 | +22.5% | 6.95% | +32.0% |
Q1 2022 | $10,743,000 | +65.4% | 342,788 | +75.6% | 5.27% | +50.4% |
Q4 2021 | $6,494,000 | +41.7% | 195,252 | +29.7% | 3.50% | +30.4% |
Q3 2021 | $4,583,000 | – | 150,597 | – | 2.68% | – |
Download |
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% |