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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smith Anglin Financial, LLC | 1,199,434 | $29,086,281 | 5.49% |
| PACIFIC FINANCIAL GROUP INC | 275,424 | $6,679,039 | 5.01% |
| Kathmere Capital Management, LLC | 2,056,965 | $50,917,209 | 4.36% |
| Almanack Investment Partners, LLC. | 138,988 | $3,370,459 | 0.72% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 183,405 | $4,447,571 | 0.70% |
| Atlas Financial Advisors, Inc. | 19,322 | $468,559 | 0.64% |
| Bison Wealth, LLC | 58,629 | $1,486,830 | 0.48% |
| INSIGNEO ADVISORY SERVICES, LLC | 31,952 | $775,000 | 0.29% |
| Park Edge Advisors, LLC | 18,936 | $459,198 | 0.20% |
| Ausdal Financial Partners, Inc. | 56,791 | $1,377,182 | 0.20% |