SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,740 | -64.7% | 9,754 | -63.2% | 0.04% | -66.1% |
| Q2 2023 | $723,487 | -97.2% | 26,492 | -97.4% | 0.11% | -97.4% |
| Q1 2023 | $25,944,513 | -49.0% | 1,014,250 | -50.7% | 4.25% | -2.4% |
| Q4 2022 | $50,917,209 | +118.4% | 2,056,965 | +133.4% | 4.36% | -6.2% |
| Q3 2022 | $23,315,000 | +1.7% | 881,486 | +1.8% | 4.65% | +10.0% |
| Q2 2022 | $22,924,000 | +11.0% | 866,024 | +31.4% | 4.23% | +20.3% |
| Q1 2022 | $20,655,000 | -0.4% | 659,077 | +5.7% | 3.52% | -2.4% |
| Q4 2021 | $20,733,000 | +15.3% | 623,361 | +5.5% | 3.60% | +10.4% |
| Q3 2021 | $17,976,000 | +20.1% | 590,738 | +19.6% | 3.26% | +13.2% |
| Q2 2021 | $14,972,000 | +46.8% | 493,960 | +36.8% | 2.88% | +42.8% |
| Q1 2021 | $10,200,000 | +924.1% | 361,158 | +875.4% | 2.02% | +843.0% |
| Q4 2020 | $996,000 | – | 37,027 | – | 0.21% | – |
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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% |