SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,249,896 | -4.2% | 47,670 | -0.2% | 0.21% | +12.9% |
| Q2 2023 | $1,305,001 | +39.4% | 47,785 | +23.8% | 0.19% | +2.8% |
| Q4 2022 | $936,076 | -0.5% | 38,601 | +8.6% | 0.18% | -17.7% |
| Q3 2022 | $941,000 | -20.8% | 35,559 | -20.8% | 0.22% | -14.7% |
| Q2 2022 | $1,188,000 | -16.0% | 44,870 | -0.6% | 0.26% | -9.8% |
| Q1 2022 | $1,415,000 | -3.1% | 45,154 | +2.8% | 0.29% | +25.4% |
| Q4 2021 | $1,460,000 | +12.4% | 43,905 | +2.9% | 0.23% | +8.1% |
| Q3 2021 | $1,299,000 | – | 42,679 | – | 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% |