SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 36 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Sollinda Capital Management LLC | 489,457 | $15,819,250 | 4.82% |
| Austin Wealth Management, LLC | 115,625 | $3,826,633 | 0.90% |
| Lloyd Advisory Services, LLC. | 51,346 | $1,659,524 | 0.78% |
| Almanack Investment Partners, LLC. | 120,528 | $3,895,465 | 0.64% |
| Ironsides Asset Advisors, LLC | 43,283 | $1,398,907 | 0.46% |
| AXXCESS WEALTH MANAGEMENT, LLC | 388,428 | $12,553,993 | 0.33% |
| Bison Wealth, LLC | 48,504 | $1,507,991 | 0.24% |
| Financial Enhancement Group LLC | 19,366 | $626,490 | 0.10% |
| Elevated Capital Advisors, LLC | 7,575 | $244,822 | 0.07% |
| Pathway Financial Advisors LLC | 7,115 | $229,957 | 0.06% |